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
+0.00
hit rate
65%
mean α
+0.00%
signals 14d
47
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, +0.00% mean alpha, trader score +0.00. Their last-14d mentions, direction-adjusted, have moved +0.5% since posting (mean over 43 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | MSFT | @pauldejong_ | +0.00 | Presents an unseen chart of EPS and year-over-year changes for leading S&P 500 constituents. | +1.7% | tweet ↗ |
| 2026-08-27 | AAPL | @pauldejong_ | +0.00 | Presents an unseen chart of EPS and year-over-year changes for leading S&P 500 constituents. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @pauldejong_ | +0.00 | Presents an unseen chart of EPS and year-over-year changes for leading S&P 500 constituents. | -4.6% | tweet ↗ |
| 2026-08-27 | AMZN | @pauldejong_ | +0.00 | Presents an unseen chart of EPS and year-over-year changes for leading S&P 500 constituents. | +4.0% | tweet ↗ |
| 2026-08-27 | AVGO | @pauldejong_ | +0.00 | Presents an unseen chart of EPS and year-over-year changes for leading S&P 500 constituents. | -0.7% | tweet ↗ |
| 2026-08-27 | GOOGL | @pauldejong_ | +0.00 | Presents an unseen chart of EPS and year-over-year changes for leading S&P 500 constituents. | +1.7% | tweet ↗ |
| 2026-08-26 | XLK | @pauldejong_ | +0.05 | Financials returned 0.9% of market cap versus information technology's 0.2%. | +1.6% | tweet ↗ |
| 2026-08-26 | XLF | @pauldejong_ | +0.35 | Financials returned 0.9% of market cap versus information technology's 0.2%. | -0.3% | tweet ↗ |
| 2026-08-25 | VOO | @pauldejong_ | +0.35 | Reports an average 14% S&P 500 gain over 150 trading days after midterm elections. | +0.5% | tweet ↗ |
| 2026-08-25 | SPX | @pauldejong_ | +0.35 | Reports an average 14% S&P 500 gain over 150 trading days after midterm elections. | · | tweet ↗ |
| 2026-08-25 | SPY | @pauldejong_ | +0.35 | Reports an average 14% S&P 500 gain over 150 trading days after midterm elections. | +0.4% | tweet ↗ |
| 2026-08-23 | MSFT | @pauldejong_ | +0.00 | Shares a chart of P/E ratios and year-over-year changes for the largest S&P 500 constituents. | +6.3% | tweet ↗ |
| 2026-08-23 | AAPL | @pauldejong_ | +0.00 | Shares a chart of P/E ratios and year-over-year changes for the largest S&P 500 constituents. | +3.3% | tweet ↗ |
| 2026-08-23 | NVDA | @pauldejong_ | +0.00 | Shares a chart of P/E ratios and year-over-year changes for the largest S&P 500 constituents. | +1.3% | tweet ↗ |
| 2026-08-23 | AMZN | @pauldejong_ | +0.00 | Shares a chart of P/E ratios and year-over-year changes for the largest S&P 500 constituents. | +3.0% | 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.