Author
@SamRo SamRo
grade Bx.com/SamRo ↗
CFA financial journalist curating sell-side macro into a calm, earnings-driven bull narrative
Aggregates and editorializes the best sell-side research, ma
trader score
+2.40
hit rate
89%
mean α
+1.76%
signals 14d
13
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 9 scored bets: 89% hit rate, +1.76% mean alpha, trader score +2.40. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 5 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @SamRo | · | Cites BofA and Deutsche headlines characterizing Warsh as hawkish and focused on restoring inflation credibility. | · | tweet ↗ |
| 2026-08-28 | · | @SamRo | · | Argues even Big Tech managements cannot foresee how their products and strategies will evolve. | · | tweet ↗ |
| 2026-08-26 | NVDA | @SamRo | +0.25 | Reports Nvidia shares up 4.7% | +3.8% | tweet ↗ |
| 2026-08-25 | · | @SamRo | · | Reports August confidence changes by political affiliation. | · | tweet ↗ |
| 2026-08-25 | · | @SamRo | · | Shares a chart on employment across Federal Reserve districts without stating a directional conclusion. | · | tweet ↗ |
| 2026-08-24 | NVDA | @SamRo | +0.20 | Nvidia reports Wednesday and shares have risen 70% since the referenced watch party. | +4.4% | tweet ↗ |
| 2026-08-21 | BRK.B | @SamRo | +0.35 | Expresses admiration for Berkshire Hathaway's trillion-dollar scale. | · | tweet ↗ |
| 2026-08-20 | WMT | @SamRo | +0.50 | Walmart raised its capital-expenditure guidance. | -0.7% | tweet ↗ |
| 2026-08-20 | WMT | @SamRo | -0.20 | Drug-price deflation from the maximum fair price weighed on health and wellness comps. | -0.7% | tweet ↗ |
| 2026-08-20 | WMT | @SamRo | +0.35 | Walmart US same-store sales rose 2.6%. | -0.7% | tweet ↗ |
| 2026-08-18 | SPX | @SamRo | +0.35 | Fundstrat reports 87% of reporting S&P 500 companies beat estimates by a median 7%. | · | tweet ↗ |
| 2026-08-17 | · | @SamRo | · | Sarcastically criticizes CAPE for relying on earnings from many years ago | · | tweet ↗ |
| 2026-08-16 | · | @SamRo | · | Calls insurance unpleasant for customers but a great business to operate. | · | 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.