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
-0.55
hit rate
30%
mean α
-0.55%
signals 14d
121

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: 30% hit rate, -0.55% mean alpha, trader score -0.55. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 92 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSLA@SayNoToTrading-0.50Calls a potential incident involving current Tesla FSD hardware very disturbing.+4.9%
2026-10-16TSLA@SayNoToTrading-0.60Criticizes Tesla Roadster upgrade pricing, vague specifications and potential liability.+4.9%
2026-10-16KLAC@SayNoToTrading+0.50Is adding KLAC shares, including 200 shares today around $169. — Discloses active accumulation of KLAC despite acknowledging a prior mistake.-12.1%
2026-10-15TSLA@SayNoToTrading-0.60Criticizes Tesla's unexplained Roadster upgrade tiers, $200,000 request and refund policy.+2.7%
2026-10-15TSLA@SayNoToTrading-0.20Flags AI-generated crypto scams dominating Tesla Roadster search results.+2.7%
2026-10-15GOOG@SayNoToTrading+0.60Rejects Anthropic's proposed valuation and argues Google's diversified moat is more durable.-8.0%
2026-10-15GOOGL@SayNoToTrading+0.60Rejects Anthropic's proposed valuation and argues Google's diversified moat is more durable.-8.3%
2026-10-15CRWV@SayNoToTrading+0.70Reports buying CRWV at $59.59 before its close at $69.69.-22.2%
2026-10-15WSO@SayNoToTrading+0.30Discloses broad additions and sales of highest-cost lots, with RKLB pain and valuation reservations on INTC.·
2026-10-15NVR@SayNoToTrading+0.10Discloses broad additions and sales of highest-cost lots, with RKLB pain and valuation reservations on INTC.·
2026-10-15RKLB@SayNoToTrading+0.20Discloses broad additions and sales of highest-cost lots, with RKLB pain and valuation reservations on INTC.-4.8%
2026-10-15DHI@SayNoToTrading+0.10Discloses broad additions and sales of highest-cost lots, with RKLB pain and valuation reservations on INTC.+5.7%
2026-10-15INTC@SayNoToTrading-0.10Discloses broad additions and sales of highest-cost lots, with RKLB pain and valuation reservations on INTC.-8.8%
2026-10-15EFX@SayNoToTrading+0.10Discloses broad additions and sales of highest-cost lots, with RKLB pain and valuation reservations on INTC.·
2026-10-14CRWV@SayNoToTrading+0.35Argues CRWV's quoted 15% bond yield is misunderstood because bonds trade at 79 cents.-17.6%

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.