@everytimeicash everytimeicash

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

The author spent the window heavily focused on a hawkish Warsh Fed read, framing SPY/QQQ risk around higher inflation projections, a higher dot plot, and less forward guidance. Single-name risk appetite still showed up in INTC, memory/storage longs, RXT from an AMD partnership, and a late explicit energy-buying call without a ticker. There is no clean ticker-level flip, but the week shifted from macro bearish commentary into selective long exposure disclosures and chart setups.

The window is dominated by a June 17 macro bear burst around SPY/QQQ after a hawkish Warsh FOMC read, with repeated emphasis on higher inflation, a higher 2026 dot plot, and higher-for-longer risk. After that, the author selectively disclosed longs in INTC, MU, SNDK, and HIMS and explicitly said they were buying energy without naming a ticker. No clean ticker-level flip is visible; concentration risk sits in the Fed macro cluster and thin-context chart-driven calls.

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.