Author
@LorenzoBolsa LorenzoBolsa
grade Bx.com/LorenzoBolsa ↗
Bilingual fundamental conviction trader on LatAm compounders and US Big Tech
Posts reasoned, ticker'd long-term theses with explicit entr
trader score
-0.96
hit rate
40%
mean α
-0.53%
signals 14d
115
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, -0.53% mean alpha, trader score -0.96. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 107 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @LorenzoBolsa | +0.00 | References Nvidia's weekly chart without a textual stance. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @LorenzoBolsa | · | Reports broad market weakness alongside a 4% rise in oil. | · | tweet ↗ |
| 2026-10-16 | GOOGL | @LorenzoBolsa | -0.10 | States that Meta advertising revenue is nearly surpassing Google Search revenue. | -6.0% | tweet ↗ |
| 2026-10-16 | META | @LorenzoBolsa | +0.45 | States that Meta advertising revenue is nearly surpassing Google Search revenue. | -9.4% | tweet ↗ |
| 2026-10-16 | MSFT | @LorenzoBolsa | +0.20 | Recaps Microsoft's 44% rise and notes its valuation is now more demanding at 26x forward earnings. | -0.9% | tweet ↗ |
| 2026-10-16 | AXP | @LorenzoBolsa | +0.55 | Argues falling oil and Treasury yields after the midterms would be bullish for American Express. | -0.1% | tweet ↗ |
| 2026-10-16 | TSLA | @LorenzoBolsa | +0.65 | Highlights Tesla's 5% premarket gain and suggests even greater potential from robots. | +4.9% | tweet ↗ |
| 2026-10-15 | · | @LorenzoBolsa | · | Agrees with a forecast that oil will collapse during the next two years after U.S. midterms. | · | tweet ↗ |
| 2026-10-15 | AXP | @LorenzoBolsa | +0.40 | Discloses a long-held American Express position and occasional additions on pullbacks. | -0.2% | tweet ↗ |
| 2026-10-15 | EWZ | @LorenzoBolsa | -0.15 | Raises concern about Lula's rising election prospects in relation to Brazilian equities. | +2.4% | tweet ↗ |
| 2026-10-15 | NU | @LorenzoBolsa | +0.40 | Notes Nubank bouncing at its daily 200-day moving average and expresses a preferred chart path. | +2.9% | tweet ↗ |
| 2026-10-15 | MU | @LorenzoBolsa | +0.20 | Suggests buyers absorbed Micron's 6% intraday decline. | -5.8% | tweet ↗ |
| 2026-10-15 | MELI | @LorenzoBolsa | +0.40 | Suggests MercadoLibre's margin contraction may resemble Amazon's 2022 setup before a major recovery. | -2.5% | tweet ↗ |
| 2026-10-15 | AMZN | @LorenzoBolsa | +0.40 | Suggests MercadoLibre's margin contraction may resemble Amazon's 2022 setup before a major recovery. | -2.7% | tweet ↗ |
| 2026-10-15 | NU | @LorenzoBolsa | +0.65 | Recalls advocating purchases of Nubank near $9 during prior panic. | +2.9% | 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.