trader score
+2.27
hit rate
65%
mean α
+1.17%
signals 14d
23
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: 65% hit rate, +1.17% mean alpha, trader score +2.27. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-23 | · | @origoinvest | · | Argues an unidentified stock has attractive downside protection and could readily reach $25. | · | tweet ↗ |
| 2026-08-23 | · | @origoinvest | · | Reports Braskem's next-day restructuring deadline, creditor demands and distressed bond pricing. | · | tweet ↗ |
| 2026-08-23 | · | @origoinvest | · | Argues attractive corporate credit increasingly competes with long-dated government debt for marginal buyers. | · | tweet ↗ |
| 2026-08-23 | · | @origoinvest | · | Reports CCC spreads above 1,000 bps and mounting forced-selling and maturity-wall pressure in leveraged credit. | · | tweet ↗ |
| 2026-08-23 | · | @origoinvest | · | Argues Treasury policy faces intense competition for marginal high-grade duration demand. | · | tweet ↗ |
| 2026-08-23 | · | @origoinvest | · | Cites JPM's $317B hyperscaler issuance estimate alongside falling coverage and widening tech spreads. | · | tweet ↗ |
| 2026-08-23 | MSFT | @origoinvest | -0.10 | Links higher long yields to AI-infrastructure issuance, citing a $3.9B BX/QTS deal at 7.2% and Alphabet paying up. | +6.3% | tweet ↗ |
| 2026-08-23 | BX | @origoinvest | -0.10 | Links higher long yields to AI-infrastructure issuance, citing a $3.9B BX/QTS deal at 7.2% and Alphabet paying up. | -0.7% | tweet ↗ |
| 2026-08-23 | GOOGL | @origoinvest | -0.10 | Links higher long yields to AI-infrastructure issuance, citing a $3.9B BX/QTS deal at 7.2% and Alphabet paying up. | +0.5% | tweet ↗ |
| 2026-08-21 | XYZ | @origoinvest | +0.65 | Bullish valuation thesis cites faster shipping, LTV runway and a Q2 purchase by Daniel Loeb. | +1.7% | tweet ↗ |
| 2026-08-21 | · | @origoinvest | · | Trim the product-tanker trade into earnings next week. — States forward intent to trim an unnamed product-tanker position into earnings. | · | tweet ↗ |
| 2026-08-21 | · | @origoinvest | · | Detailed bearish credit thesis on Guggenheim's fee-stream-backed loan and rising leverage. | · | tweet ↗ |
| 2026-08-21 | KLAR | @origoinvest | +0.80 | Added back KLAR around $14-$15 with an intact thesis and 2-3x upside. — Explicitly adds KLAR, citing valuation, operating leverage and litigation proceeds. | -0.9% | tweet ↗ |
| 2026-08-21 | GOOGL | @origoinvest | -0.10 | Added back KLAR around $14-$15 with an intact thesis and 2-3x upside. — Explicitly adds KLAR, citing valuation, operating leverage and litigation proceeds. | +0.5% | tweet ↗ |
| 2026-08-19 | PYPL | @origoinvest | +0.25 | Analyzes possible PYPL deal financing and dilution using OpenRouter as a read-through. | -12.4% | 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.