Author
@Stephanie_Link Stephanie_Link
grade Bx.com/Stephanie_Link ↗
Institutional PM riding the AI-buildout bull case with tickered, earnings-driven fundamental calls
Posts real-time fundamental reads on earnings prints and mac
trader score
+1.00
hit rate
60%
mean α
+0.64%
signals 14d
19
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: 60% hit rate, +0.64% mean alpha, trader score +1.00. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @Stephanie_Link | · | ADP report says private employment increased 98K and annual pay rose 4.4%. | · | tweet ↗ |
| 2026-06-30 | NKE | @Stephanie_Link | -0.80 | Criticizes Nike's revenue declines, CFO exit, competition and market-share loss. | +7.4% | tweet ↗ |
| 2026-06-30 | PANW | @Stephanie_Link | +0.45 | PANW trades to a new all-time high. | +2.1% | tweet ↗ |
| 2026-06-29 | WMB | @Stephanie_Link | -0.10 | Williams is eyeing a $5.5B deal to expand LNG reach. | -2.6% | tweet ↗ |
| 2026-06-27 | · | @Stephanie_Link | · | Says rates are going lower and discretionary sector is cheap with consumers still spending. | · | tweet ↗ |
| 2026-06-26 | · | @Stephanie_Link | · | Constructive macro view cites retail sales, income, jobs, PMI and crude decline explaining rotation. | · | tweet ↗ |
| 2026-06-25 | ROK | @Stephanie_Link | +0.75 | Bullish thesis on ROK as ISM proxy with growth, margin upside and $20 EPS power. | -1.6% | tweet ↗ |
| 2026-06-25 | IBM | @Stephanie_Link | +0.35 | IBM announces a new, more powerful chip. | +12.1% | tweet ↗ |
| 2026-06-24 | MU | @Stephanie_Link | +0.65 | Says MU is not an AI bubble due to strategic agreements, contracted revenue and cash deposits. | -7.0% | tweet ↗ |
| 2026-06-24 | WFC | @Stephanie_Link | +0.30 | Positive on banks after stress tests, dividend increases and buybacks; says valuations offer value. | +1.4% | tweet ↗ |
| 2026-06-24 | BNY | @Stephanie_Link | +0.30 | Positive on banks after stress tests, dividend increases and buybacks; says valuations offer value. | · | tweet ↗ |
| 2026-06-24 | MS | @Stephanie_Link | +0.30 | Positive on banks after stress tests, dividend increases and buybacks; says valuations offer value. | -2.7% | tweet ↗ |
| 2026-06-24 | GS | @Stephanie_Link | +0.30 | Positive on banks after stress tests, dividend increases and buybacks; says valuations offer value. | -5.2% | tweet ↗ |
| 2026-06-24 | FDX | @Stephanie_Link | +0.55 | Calls FDX report solid with volume, yield, guide, cash, FCF and EPS power positives. | -1.2% | tweet ↗ |
| 2026-06-23 | C | @Stephanie_Link | +0.25 | Sees Citi expanding Brazil business with goals to grow equities 50% as interesting. | -3.4% | 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.