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
+0.80
hit rate
69%
mean α
+0.49%
signals 14d
24
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 16 scored bets: 69% hit rate, +0.49% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -4.2% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | UNH | @Stephanie_Link | +0.65 | Reports a beat and raise, improving segments, insider purchase and strong stock performance. | +10.7% | tweet ↗ |
| 2026-10-12 | META | @Stephanie_Link | +0.85 | Explicitly states she is buying META now. | -13.5% | tweet ↗ |
| 2026-10-11 | SPX | @Stephanie_Link | +0.20 | Highlights record-like money-market inflows alongside falling S&P multiples and double-digit earnings growth. | · | tweet ↗ |
| 2026-10-09 | · | @Stephanie_Link | · | Expects strong bank earnings to support the consumer and AI investment theme. | · | tweet ↗ |
| 2026-10-09 | PH | @Stephanie_Link | +0.35 | Reports strong Yaskawa results and order growth with positive read-throughs for automation peers. | · | tweet ↗ |
| 2026-10-09 | 6506.T | @Stephanie_Link | +0.60 | Reports strong Yaskawa results and order growth with positive read-throughs for automation peers. | · | tweet ↗ |
| 2026-10-09 | ROK | @Stephanie_Link | +0.35 | Reports strong Yaskawa results and order growth with positive read-throughs for automation peers. | -1.5% | tweet ↗ |
| 2026-10-08 | SBUX | @Stephanie_Link | +0.50 | Views Starbucks' intraday 6% decline on takeover rumors as an opportunity. | +8.1% | tweet ↗ |
| 2026-10-08 | CMG | @Stephanie_Link | +0.00 | Views Starbucks' intraday 6% decline on takeover rumors as an opportunity. | -15.8% | tweet ↗ |
| 2026-10-08 | T | @Stephanie_Link | -0.35 | SpaceX acquired 800 MHz spectrum, strengthening Starlink Mobile while threatening incumbent carriers. | -15.8% | tweet ↗ |
| 2026-10-08 | SPCX | @Stephanie_Link | +0.60 | SpaceX acquired 800 MHz spectrum, strengthening Starlink Mobile while threatening incumbent carriers. | · | tweet ↗ |
| 2026-10-08 | TMUS | @Stephanie_Link | -0.35 | SpaceX acquired 800 MHz spectrum, strengthening Starlink Mobile while threatening incumbent carriers. | -14.5% | tweet ↗ |
| 2026-10-08 | VZ | @Stephanie_Link | -0.35 | SpaceX acquired 800 MHz spectrum, strengthening Starlink Mobile while threatening incumbent carriers. | -3.6% | tweet ↗ |
| 2026-10-06 | MRVL | @Stephanie_Link | +0.50 | Marvell raises FY28 revenue outlook and gives strong longer-term projections. | -20.4% | tweet ↗ |
| 2026-10-06 | CEG | @Stephanie_Link | +0.40 | Google and Constellation announce 890 MW of nuclear capacity supporting AI power demand. | -15.6% | 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.