Author

@porquettfin porquettfin

Spanish-language Argentina macro and US tech-theme commentator with educational framing

Explains Argentine economic policy and global tech/AI invest

trader score
-0.63
hit rate
45%
mean α
-0.44%
signals 14d
210

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, -0.44% mean alpha, trader score -0.63. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 127 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@porquettfin·Quantifies BCRA dollar purchases, reserves and progress toward its 2026 accumulation target.·
2026-08-28QQQ@porquettfin-0.40Describes a hawkish Fed repricing, rising yields and pressure on equities, especially technology.
2026-08-28SPX@porquettfin-0.25Describes a hawkish Fed repricing, rising yields and pressure on equities, especially technology.·
2026-08-28DIA@porquettfin-0.15Describes a hawkish Fed repricing, rising yields and pressure on equities, especially technology.
2026-08-28NVDA@porquettfin+0.25Reports AWS growth and plans to deploy two million additional Nvidia GPUs during 2027-2028.
2026-08-28AMZN@porquettfin+0.60Reports AWS growth and plans to deploy two million additional Nvidia GPUs during 2027-2028.
2026-08-28BTC@porquettfin-0.10Quantifies altcoin gains and describes rotation toward speculative assets while Bitcoin corrects.·
2026-08-28·@porquettfin·Provides detailed Buenos Aires property prices and year-over-year changes by neighborhood.·
2026-08-28·@porquettfin·Reports Warsh's hawkish inflation message, PCE at 3.7%, and a higher hurdle for rate cuts.·
2026-08-28PYPL@porquettfin-0.70Stripe and Advent withdrew a $53B-plus PayPal bid after the board rejected $60.50 per share.
2026-08-28·@porquettfin·Hot PCE and a potentially hawkish Warsh speech are framed as risks to equities.·
2026-08-27·@porquettfin·Reports Argentina's proposed wage floor alongside real-wage and inflation figures.·
2026-08-27NVDA@porquettfin+0.40Reports at least 16 firms raising NVDA price targets after earnings, with detailed old and new targets.-4.6%
2026-08-27NVDA@porquettfin+0.65Market-close recap quantifies an AI-led rally and highlights strong earnings and guidance reactions.-4.6%
2026-08-27CRWD@porquettfin+0.70Market-close recap quantifies an AI-led rally and highlights strong earnings and guidance reactions.-4.2%

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.