Author
@FundamentEdge FundamentEdge
grade Ax.com/FundamentEdge ↗
Anonymous practitioner dissecting how agentic AI rewires the investment-research process
Writes long-form original frameworks on agentic/LLM AI appli
trader score
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hit rate
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mean α
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signals 14d
5
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @FundamentEdge | · | Bridgewater and Thinking Machines paper on LLM judgment in financial tasks and trained improvement. | · | tweet ↗ |
| 2026-06-30 | · | @FundamentEdge | · | Author argues AI automation makes primary research and channel checks more valuable. | · | tweet ↗ |
| 2026-06-29 | · | @FundamentEdge | · | Says it may be an amazing time to be a long-term fundamental stock picker. | · | tweet ↗ |
| 2026-06-29 | · | @FundamentEdge | · | Argues multiple de-rates often precede earnings revisions, especially in software. | · | tweet ↗ |
| 2026-06-29 | · | @FundamentEdge | · | Long-form argument that L/S PMs should find stock dispersion despite AI and retail-driven tape. | · | 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.