Author
@pauldejong_ pauldejong_
grade Bx.com/pauldejong_ ↗
Data-chart publisher dissecting mega-cap tech concentration, valuation, and earnings growth
Posts original quantitative charts decomposing Nasdaq 100 /
trader score
+1.13
hit rate
45%
mean α
+0.36%
signals 14d
56
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: 45% hit rate, +0.36% mean alpha, trader score +1.13. Their last-14d mentions, direction-adjusted, have moved -8.5% since posting (mean over 46 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AEX | @pauldejong_ | +0.00 | Presents AEX constituents, market capitalizations and index weights | · | tweet ↗ |
| 2026-10-16 | EWN | @pauldejong_ | +0.55 | AEX forward EPS reached a record €72 as annual earnings growth rebounded to 39% | · | tweet ↗ |
| 2026-10-15 | AEX | @pauldejong_ | +0.00 | Four sectors comprise 75.6% of AEX free-float market capitalization | · | tweet ↗ |
| 2026-10-15 | AEX | @pauldejong_ | +0.00 | Compares technology's total and free-float weights within the AEX | · | tweet ↗ |
| 2026-10-15 | ASML | @pauldejong_ | +0.00 | Compares technology's total and free-float weights within the AEX | -5.2% | tweet ↗ |
| 2026-10-14 | SPY | @pauldejong_ | +0.00 | References a scatterplot comparing the S&P 500 with net value added without stating a conclusion. | -1.3% | tweet ↗ |
| 2026-10-14 | VOO | @pauldejong_ | +0.00 | References a scatterplot comparing the S&P 500 with net value added without stating a conclusion. | -1.3% | tweet ↗ |
| 2026-10-14 | REN | @pauldejong_ | +0.00 | Chart compares the AEX index price with EPS; listed stocks have no stated directional stance. | · | tweet ↗ |
| 2026-10-14 | SHELL | @pauldejong_ | +0.00 | Chart compares the AEX index price with EPS; listed stocks have no stated directional stance. | · | tweet ↗ |
| 2026-10-14 | UNA | @pauldejong_ | +0.00 | Chart compares the AEX index price with EPS; listed stocks have no stated directional stance. | · | tweet ↗ |
| 2026-10-14 | INGA | @pauldejong_ | +0.00 | Chart compares the AEX index price with EPS; listed stocks have no stated directional stance. | · | tweet ↗ |
| 2026-10-14 | PRX | @pauldejong_ | +0.00 | Chart compares the AEX index price with EPS; listed stocks have no stated directional stance. | · | tweet ↗ |
| 2026-10-14 | ASML | @pauldejong_ | +0.00 | Chart compares the AEX index price with EPS; listed stocks have no stated directional stance. | -4.7% | tweet ↗ |
| 2026-10-14 | ASML | @pauldejong_ | +0.35 | ASML's CEO says planned 2027-28 supply cannot fully meet demand and the company is studying added capacity. | -4.7% | tweet ↗ |
| 2026-10-13 | SPY | @pauldejong_ | +0.00 | Chart compares the S&P 500 with net value added, but the standalone text gives no conclusion. | -2.3% | 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.