@SayNoToTrading SayNoToTrading
Transparent long-only quality investor who relentlessly warns against chasing hype
Posts real-time, fully-disclosed long-only portfolio moves (
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 60% hit rate, +1.75% mean alpha, trader score +1.70. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 63 mentions with price data).
SayNoToTrading is mostly leaning long quality software, AMZN over META, gold royalty names, selected exchanges, and a basket of space optionality. The distinctive read is opportunistic accumulation and basis management rather than clean single-name catalyst trading, with trims in FIX and POOL while still holding core residual exposure. Late-window tone turns more cautious on KO tax liability, while space and exchange-market-structure themes remain constructive but diffuse.
The week is net constructive, with the clearest disclosed adds in TPL, AMZN, software on sale, royalty metals, and an undisclosed space-stock basket. Conviction looks broad rather than concentrated, but the author is actively harvesting gains in FIX and POOL while keeping residual exposure. The late-window notable shift is a new bearish focus on KO’s tax liability, not a broad risk-off pivot.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MRVL | @SayNoToTrading | +0.20 | Would consider adding 200 MRVL shares around 160-190. — Conditional future add level and share count, while avoiding current exposure. | — | tweet ↗ |
| 2026-07-02 | CRWD | @SayNoToTrading | +0.55 | Increased CRWD share count from 200 to 800 today. — Author discloses increasing CRWD position size today. | — | tweet ↗ |
| 2026-07-02 | RGLD | @SayNoToTrading | +0.45 | Has done adds on RGLD to top off gold exposure. — Author says not worst time to top off gold exposure and has added RGLD. | · | tweet ↗ |
| 2026-07-02 | AEHR | @SayNoToTrading | -0.25 | Notes chip selloff and says VECO is being acquired by ACLS in all-stock deal. | — | tweet ↗ |
| 2026-07-02 | ACLS | @SayNoToTrading | -0.10 | Notes chip selloff and says VECO is being acquired by ACLS in all-stock deal. | — | tweet ↗ |
| 2026-07-02 | AMAT | @SayNoToTrading | -0.15 | Notes chip selloff and says VECO is being acquired by ACLS in all-stock deal. | — | tweet ↗ |
| 2026-07-02 | AAOI | @SayNoToTrading | -0.25 | Notes chip selloff and says VECO is being acquired by ACLS in all-stock deal. | — | tweet ↗ |
| 2026-07-02 | VECO | @SayNoToTrading | +0.50 | Notes chip selloff and says VECO is being acquired by ACLS in all-stock deal. | — | tweet ↗ |
| 2026-07-02 | KLAC | @SayNoToTrading | -0.15 | Notes chip selloff and says VECO is being acquired by ACLS in all-stock deal. | — | tweet ↗ |
| 2026-07-01 | MSTR | @SayNoToTrading | -0.80 | Mocks bearishness on crypto-linked names and calls MSTR a Ponzi going to zero. | +7.9% | tweet ↗ |
| 2026-07-01 | COIN | @SayNoToTrading | -0.20 | Mocks bearishness on crypto-linked names and calls MSTR a Ponzi going to zero. | +3.9% | tweet ↗ |
| 2026-07-01 | HOOD | @SayNoToTrading | -0.25 | Skeptical reaction to HOOD offering, says they do not want it. | +3.8% | tweet ↗ |
| 2026-07-01 | ASML | @SayNoToTrading | +0.25 | Owns chip names, likes reset, and expresses extreme upside wish for MU. | -4.0% | tweet ↗ |
| 2026-07-01 | MU | @SayNoToTrading | +0.50 | Owns chip names, likes reset, and expresses extreme upside wish for MU. | -5.5% | tweet ↗ |
| 2026-07-01 | LRCX | @SayNoToTrading | +0.25 | Owns chip names, likes reset, and expresses extreme upside wish for MU. | -10.2% | 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.