Author
@SayNoToTrading SayNoToTrading
grade Ax.com/SayNoToTrading ↗
Transparent long-only quality investor who relentlessly warns against chasing hype
Posts real-time, fully-disclosed long-only portfolio moves (
trader score
-0.52
hit rate
45%
mean α
-0.41%
signals 14d
191
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: 45% hit rate, -0.41% mean alpha, trader score -0.52. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 147 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | META | @SayNoToTrading | -0.35 | Dislikes META at the current price but suggests $577.77 would be more attractive. | — | tweet ↗ |
| 2026-08-28 | ANET | @SayNoToTrading | +0.00 | Recaps selling 80 FN shares after earnings and discusses long-run valuation risks. | — | tweet ↗ |
| 2026-08-28 | NVDA | @SayNoToTrading | +0.25 | Recaps selling 80 FN shares after earnings and discusses long-run valuation risks. | — | tweet ↗ |
| 2026-08-28 | FN | @SayNoToTrading | +0.20 | Recaps selling 80 FN shares after earnings and discusses long-run valuation risks. | — | tweet ↗ |
| 2026-08-28 | LITE | @SayNoToTrading | +0.00 | Recaps selling 80 FN shares after earnings and discusses long-run valuation risks. | — | tweet ↗ |
| 2026-08-28 | CIEN | @SayNoToTrading | +0.00 | Recaps selling 80 FN shares after earnings and discusses long-run valuation risks. | — | tweet ↗ |
| 2026-08-28 | COHR | @SayNoToTrading | +0.00 | Recaps selling 80 FN shares after earnings and discusses long-run valuation risks. | — | tweet ↗ |
| 2026-08-28 | ORCL | @SayNoToTrading | -0.15 | Briefly reminds readers that ORCL shares software-sector exposure. | — | tweet ↗ |
| 2026-08-28 | AAON | @SayNoToTrading | +0.10 | Reports a fire recall involving 6,800 Modine units and contrasts peers and holdings. | · | tweet ↗ |
| 2026-08-28 | VRT | @SayNoToTrading | +0.10 | Reports a fire recall involving 6,800 Modine units and contrasts peers and holdings. | — | tweet ↗ |
| 2026-08-28 | MOD | @SayNoToTrading | -0.40 | Reports a fire recall involving 6,800 Modine units and contrasts peers and holdings. | — | tweet ↗ |
| 2026-08-28 | · | @SayNoToTrading | · | Says Warsh opposes looking to the Fed for the referenced supportive policy. | · | tweet ↗ |
| 2026-08-27 | · | @SayNoToTrading | · | Discloses buying an unidentified stock this week at a $248.48 average cost. | · | tweet ↗ |
| 2026-08-27 | BMNR | @SayNoToTrading | -0.25 | Expresses suspicion about a figure's conveniently timed return to television in connection with BMNR. | -7.1% | tweet ↗ |
| 2026-08-27 | NDAQ | @SayNoToTrading | +0.65 | Recaps 25%-40% gains in financial names and disclosed realized gains from a covered-call strategy on NDAQ. | -0.0% | 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.