Author
@espabilaeinv espabilaeinv
grade Bx.com/espabilaeinv ↗
Spanish quality-growth investor making reasoned fundamental cases for mega-cap AI compounders
Publishes fundamental, valuation-driven long theses on a con
trader score
+0.02
hit rate
40%
mean α
+0.01%
signals 14d
13
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 40% hit rate, +0.01% mean alpha, trader score +0.02. Their last-14d mentions, direction-adjusted, have moved +3.1% since posting (mean over 7 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @espabilaeinv | +0.72 | Says even the very optimistic NVDA scenario may prove too conservative. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @espabilaeinv | +0.50 | Calls the NVDA-related material extraordinary, with the precise basis contained in unseen media. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @espabilaeinv | +0.25 | Argues media coverage is hostile to Meta and the settlement could be below $16.7B. | +0.3% | tweet ↗ |
| 2026-08-26 | · | @espabilaeinv | · | Says an unnamed company's valuation is already very attractive. | · | tweet ↗ |
| 2026-08-26 | · | @espabilaeinv | · | Predicts an unnamed company will rise when a $2B–$20B fine resolves uncertainty. | · | tweet ↗ |
| 2026-08-23 | · | @espabilaeinv | · | States an author's 2027 price target of $762, but the company is absent from this standalone tweet. | · | tweet ↗ |
| 2026-08-23 | META | @espabilaeinv | +0.25 | Calculates Meta equity value after $22B net debt and divides by 2.567B shares. | +5.1% | tweet ↗ |
| 2026-08-23 | · | @espabilaeinv | · | Applies a 17x EV/EBIT multiple to projected 2027 EBIT in a valuation calculation. | · | tweet ↗ |
| 2026-08-23 | · | @espabilaeinv | · | Uses 2027 analyst revenue and a 38.1% operating margin to estimate EBIT. | · | tweet ↗ |
| 2026-08-23 | META | @espabilaeinv | +0.45 | Introduces an eight-step valuation examining whether META is a bargain with appreciation potential. | +5.1% | tweet ↗ |
| 2026-08-19 | META | @espabilaeinv | +0.35 | Models META at $729 in 2027 even after a hypothetical $20B fine, while stressing uncertainty. | +5.9% | tweet ↗ |
| 2026-08-19 | META | @espabilaeinv | +0.25 | Dismisses the headline alleging a $1.4 trillion Meta fine as nonsense. | +5.9% | tweet ↗ |
| 2026-08-18 | · | @espabilaeinv | · | Argues market forecasts are unknowable and remaining invested is generally the smartest course. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.