@ScroogeCap ScroogeCap

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.

ScroogeCap’s window is dominated by semiconductor and cloud checks: bullish analog bottlenecks around TXN and ADI, constructive AVGO XPU assumptions, and AWS growth above buyside expectations. The clearest trade call is a swing long in NEOV, while the most negative read is IT services weakness through ACN and IBM. Late-week emphasis shifted toward analog supply bottlenecks after earlier AI accelerator and services checks.

Conviction is concentrated in semis and cloud checks, with bullish reads on analog bottlenecks, AVGO XPU assumptions, and AWS growth, offset by bearish AMD share-loss and IT services concerns. The only explicit directional trade is a NEOV swing long on June 17. The window adds a new analog bottleneck theme late in the week, while ACN/IBM remain the primary bearish services expression.

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.