Author

@qualityequities

grade Ax.com/qualityequities ↗

deep fundamental quality analysis (ASML EUV pricing)

fundamental

trader score
+2.11
hit rate
65%
mean α
+0.73%
signals 14d
33

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, +0.73% mean alpha, trader score +2.11. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 31 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-23AMZN@qualityequities+0.75Buy AMZN here and hold for the long term. — Explicitly recommends buying Amazon at current valuation and holding long term.+3.0%
2026-08-22MA@qualityequities+0.65Praises Mastercard and Visa's scalable toll-booth economics, network effects, ROIC and low capital needs.+2.5%
2026-08-22V@qualityequities+0.65Praises Mastercard and Visa's scalable toll-booth economics, network effects, ROIC and low capital needs.+2.8%
2026-08-21TOST@qualityequities+0.30Calls Toast an interesting business without offering trade mechanics.-4.1%
2026-08-21COST@qualityequities+0.45Discloses COST is no longer held while maintaining a positive fundamental view.-0.2%
2026-08-19SPGI@qualityequities+0.80Buy SPGI for the long term. — Explicitly calls SPGI a long-term buy.+3.8%
2026-08-17LOAR@qualityequities+0.55Summarizes Goldman Sachs' bullish long-term views on five businesses after earnings.·
2026-08-17PWR@qualityequities+0.55Summarizes Goldman Sachs' bullish long-term views on five businesses after earnings.-16.6%
2026-08-17STUB@qualityequities+0.45Summarizes Goldman Sachs' bullish long-term views on five businesses after earnings.-8.0%
2026-08-17MTZ@qualityequities+0.55Summarizes Goldman Sachs' bullish long-term views on five businesses after earnings.-20.3%
2026-08-17GS@qualityequities+0.20Summarizes Goldman Sachs' bullish long-term views on five businesses after earnings.-1.6%
2026-08-17TOST@qualityequities+0.50Summarizes Goldman Sachs' bullish long-term views on five businesses after earnings.+2.4%
2026-08-16META@qualityequities+0.35Summarizes Druckenmiller's new, increased, options, and fully liquidated positions.-2.0%
2026-08-16AMZN@qualityequities+0.55Summarizes Druckenmiller's new, increased, options, and fully liquidated positions.+1.4%
2026-08-16MU@qualityequities-0.40Summarizes Druckenmiller's new, increased, options, and fully liquidated positions.-4.0%

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.