Author
@qualityequities
grade Ax.com/qualityequities ↗
deep fundamental quality analysis (ASML EUV pricing)
fundamental
trader score
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hit rate
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mean α
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signals 14d
11
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 5 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | META | @qualityequities | +0.45 | Constructive long-form thesis that Meta ad quality and AI compute optionality are undervalued despite capex risk. | — | tweet ↗ |
| 2026-07-03 | AMZN | @qualityequities | +0.10 | Constructive long-form thesis that Meta ad quality and AI compute optionality are undervalued despite capex risk. | — | tweet ↗ |
| 2026-07-03 | ASML | @qualityequities | +0.65 | Bullish monopoly thesis on ASML EUV pricing power and lithography market share. | — | tweet ↗ |
| 2026-07-01 | IDXX | @qualityequities | +0.20 | Frames IDEXX as exceptional but questions valuation after drawdown. | · | tweet ↗ |
| 2026-06-29 | IDXX | @qualityequities | +0.25 | Sets up a constructive deep-dive framework on IDEXX quality versus current valuation concerns. | · | tweet ↗ |
| 2026-06-28 | CELH | @qualityequities | +0.40 | Reports Bank of America buy-rated stock picks and an upgrade/targets across five names. | +11.1% | tweet ↗ |
| 2026-06-28 | WSM | @qualityequities | +0.40 | Reports Bank of America buy-rated stock picks and an upgrade/targets across five names. | · | tweet ↗ |
| 2026-06-28 | KR | @qualityequities | +0.40 | Reports Bank of America buy-rated stock picks and an upgrade/targets across five names. | +0.8% | tweet ↗ |
| 2026-06-28 | VSXY | @qualityequities | +0.40 | Reports Bank of America buy-rated stock picks and an upgrade/targets across five names. | -13.3% | tweet ↗ |
| 2026-06-28 | JBL | @qualityequities | +0.40 | Reports Bank of America buy-rated stock picks and an upgrade/targets across five names. | -4.8% | tweet ↗ |
| 2026-06-28 | BAC | @qualityequities | +0.00 | Reports Bank of America buy-rated stock picks and an upgrade/targets across five names. | +1.5% | 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.