Author
@qualityequities
grade Ax.com/qualityequities ↗
deep fundamental quality analysis (ASML EUV pricing)
fundamental
trader score
+0.65
hit rate
25%
mean α
+0.24%
signals 14d
91
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: 25% hit rate, +0.24% mean alpha, trader score +0.65. Their last-14d mentions, direction-adjusted, have moved -7.6% since posting (mean over 80 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @qualityequities | · | Endorses a thesis that large-cap technology stocks are materially undervalued despite record prices. | · | tweet ↗ |
| 2026-10-14 | ASML | @qualityequities | +0.60 | ASML announced record revenue, stronger profitability and higher full-year guidance. | -4.7% | tweet ↗ |
| 2026-10-12 | META | @qualityequities | +0.75 | Explicitly expresses confidence in Meta and warns against betting against Zuckerberg. | -13.5% | tweet ↗ |
| 2026-10-12 | META | @qualityequities | +0.80 | Highlights rising Wall Street bullishness and reiterates strong confidence in Meta. | -13.5% | tweet ↗ |
| 2026-10-12 | KLAC | @qualityequities | +0.75 | AI chip complexity is framed as a structural tailwind for KLA's precision technology. | -23.4% | tweet ↗ |
| 2026-10-12 | KLAC | @qualityequities | +0.65 | Frames KLA's inspection systems as essential to advanced AI-chip and HBM manufacturing. | -23.4% | tweet ↗ |
| 2026-10-12 | KLAC | @qualityequities | +0.75 | Argues KLA has a sticky moat and high-margin recurring revenue. | -23.4% | tweet ↗ |
| 2026-10-12 | KLAC | @qualityequities | +0.70 | KLA's low relative tool cost and mission-critical role support pricing power. | -23.4% | tweet ↗ |
| 2026-10-12 | KLAC | @qualityequities | +0.75 | Positions KLA as a tollbooth supplier enabling AI-chip manufacturing. | -23.4% | tweet ↗ |
| 2026-10-12 | KLAC | @qualityequities | +0.80 | Introduces a bullish long-term thesis on KLA as a high-margin AI infrastructure compounder. | -23.4% | tweet ↗ |
| 2026-10-12 | PLTR | @qualityequities | +0.40 | Praises Palantir's customer retention, profitability, cash flow, and capital-efficient growth. | -5.9% | tweet ↗ |
| 2026-10-12 | · | @qualityequities | · | Lists concentration, contract, tax, and stock-compensation risks for an unnamed company. | · | tweet ↗ |
| 2026-10-12 | · | @qualityequities | · | Calls the unnamed company high quality but says its shares are too expensive to buy at current prices. | · | tweet ↗ |
| 2026-10-12 | PLTR | @qualityequities | +0.75 | Calls Palantir exceptionally profitable and financially strong, citing margins, net cash, and no debt. | -5.9% | tweet ↗ |
| 2026-10-12 | PLTR | @qualityequities | +0.65 | Describes Palantir as a cash-generating machine based on owner earnings after stock compensation. | -5.9% | 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.