@OnlyOTrades OnlyOTrades

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.

OnlyOTrades is mostly amplifying momentum and event-driven tape in SPCX, memory semis, AI infrastructure, and mega-cap tech. The distinctive concentration is SPCX/SpaceX valuation hype and options availability, with lower-quality post-hoc options recaps across HOOD, MRVL, COIN, and HIMS. No clear position flip appears; the only position disclosure is a third-party WSB SPCX Roth IRA loss, not the author's own book.

The author stayed concentrated in SPCX/SpaceX proxy hype, memory momentum, AI infrastructure, and event-driven news rather than showing a clear trade flip. Conviction appears consistent across SPCX and memory semis, while mega-cap tone was mixed as early relief-rally posts gave way to weaker MSFT and META performance notes. There were no CALL_DIRECTIONAL trades and only one position disclosure, a third-party SPCX loss, so pump-risk is highest in SPCX-heavy coverage rather than confirmed author positioning.

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.