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
40%
mean α
-0.14%
signals 14d
6
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, -0.14% mean alpha, trader score -0.20. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 2 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @ondrejslunecko | · | Framework for buying cyclicals/commodities when P/E looks high or earnings are crushed. | · | tweet ↗ |
| 2026-07-02 | · | @ondrejslunecko | · | Author questions why consumer sentiment is worst in 40 years and says times are great. | · | tweet ↗ |
| 2026-07-02 | PLTR | @ondrejslunecko | +0.35 | Author says rereading PLTR earnings compounds while others debate the Fed. | — | tweet ↗ |
| 2026-06-28 | · | @ondrejslunecko | · | General long-term quality-business buy-and-hold investing stance without tickers. | · | tweet ↗ |
| 2026-06-24 | CCL | @ondrejslunecko | -0.55 | CCL Q2 revenue grew but EPS and operating income fell; author grades execution C. | -3.5% | tweet ↗ |
| 2026-06-24 | MU | @ondrejslunecko | +0.90 | MU Q3 FY2026 metrics are described as parabolic with revenue, margin, net income and EPS surging. | -7.0% | 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.