Author
@ondrejslunecko ondrejslunecko
grade Cx.com/ondrejslunecko ↗
Disciplined earnings-quality grader covering AI/growth names with transparent positions
Reacts to quarterly earnings with line-by-line breakdowns an
trader score
+0.20
hit rate
55%
mean α
+0.19%
signals 14d
26
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: 55% hit rate, +0.19% mean alpha, trader score +0.20. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | S | @ondrejslunecko | -0.65 | Grades SentinelOne C and criticizes widening losses despite 21% revenue growth. | — | tweet ↗ |
| 2026-08-28 | IREN | @ondrejslunecko | -0.75 | Grades IREN D after sequential revenue decline, impairment and sharply widening losses. | — | tweet ↗ |
| 2026-08-27 | MRVL | @ondrejslunecko | +0.75 | Strongly praises Marvell's AI-chip positioning and accelerating revenue, income, and EPS. | -10.3% | tweet ↗ |
| 2026-08-27 | DLTR | @ondrejslunecko | +0.75 | Praises Dollar Tree's post-divestiture profit growth and operational improvement. | +1.0% | tweet ↗ |
| 2026-08-27 | BBY | @ondrejslunecko | +0.68 | Calls Best Buy's quarter great as profit growth and margins improved despite modest sales growth. | -1.3% | tweet ↗ |
| 2026-08-27 | ULTA | @ondrejslunecko | +0.72 | Praises Ulta's broad profit growth, improving margin, buybacks, and execution. | -4.2% | tweet ↗ |
| 2026-08-27 | WDAY | @ondrejslunecko | +0.45 | Calls Workday's quarter very good while warning a tax benefit flattered net income. | +5.8% | tweet ↗ |
| 2026-08-27 | ADSK | @ondrejslunecko | +0.75 | Praises Autodesk's recurring software economics, operating leverage, and earnings growth. | -3.7% | tweet ↗ |
| 2026-08-27 | INTU | @ondrejslunecko | +0.50 | Calls Intuit's operations strong while explaining tax and restructuring effects on reported income. | +2.9% | tweet ↗ |
| 2026-08-26 | DKS | @ondrejslunecko | -0.35 | Says acquisition-driven revenue growth masks sharply weaker margins, income and EPS | +4.2% | tweet ↗ |
| 2026-08-26 | CRM | @ondrejslunecko | -0.20 | Calls Salesforce's quarter steady but says investment gains inflated headline net income | +24.5% | tweet ↗ |
| 2026-08-26 | ANF | @ondrejslunecko | +0.80 | Praises ANF's margin expansion, 30% net-income growth and 41% EPS increase | +0.5% | tweet ↗ |
| 2026-08-26 | OKTA | @ondrejslunecko | +0.75 | Praises Okta's operating leverage and 73% net-income growth | +23.7% | tweet ↗ |
| 2026-08-26 | BBWI | @ondrejslunecko | +0.50 | Highlights strong profit and margin gains despite a 2.3% sales decline | +1.7% | tweet ↗ |
| 2026-08-26 | CRWD | @ondrejslunecko | +0.20 | Sees strong growth and recovery but warns GAAP profitability remains barely positive | +15.4% | 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.