@pradeeepk pradeeepk

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.

Author is mainly leaning long software and select media/gaming names, with ADSK the clearest repeated valuation call and NFLX the only explicit add. Distinctive reads center on ADSK deserving a higher multiple, BKNG catching up to ABNB after geopolitical risk clears, and TTWO demand data around GTA6. No clear flip or fade is evident; the only explicit trade action was adding NFLX mid-window.

Conviction is concentrated in bullish software valuation calls, especially ADSK, alongside TTWO demand catalysts and a disclosed NFLX add. There is no clear evidence of a flip or fade in the provided window; the only explicit action was adding NFLX on 2026-06-17. ADSK and TTWO are the main concentration flags, while LION is the only clearly bearish readthrough from the Netflix no-interest clarification.

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.