Author
@Stock_Opine Stock_Opine
grade Bx.com/Stock_Opine ↗
Disciplined bottom-up quality-compounder bull buying software/payments names on post-earnings derates
Posts tickered fundamental valuation theses and position add
trader score
+0.07
hit rate
60%
mean α
+0.03%
signals 14d
10
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, +0.03% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved -8.2% since posting (mean over 7 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSM | @Stock_Opine | +0.60 | TSMC reports an exceptional Q3 operating profit near 59% of revenue. | -0.9% | tweet ↗ |
| 2026-10-10 | · | @Stock_Opine | · | Uses compounding inflation math to argue for long-term investing. | · | tweet ↗ |
| 2026-10-10 | · | @Stock_Opine | · | Quantifies how one tenfold winner can drive returns in an equal-weight portfolio. | · | tweet ↗ |
| 2026-10-08 | · | @Stock_Opine | · | Advocates patient long-term holding during periods when selling feels compelling. | · | tweet ↗ |
| 2026-10-08 | GOOGL | @Stock_Opine | +0.75 | Argues AI improved Google's Search business, citing 18% revenue growth and one billion AI Mode users. | -8.1% | tweet ↗ |
| 2026-10-08 | MU | @Stock_Opine | +0.45 | Low PEG and forward P/E versus expected EPS growth frame Micron as inexpensive. | -15.3% | tweet ↗ |
| 2026-10-08 | APP | @Stock_Opine | +0.40 | PEG below one and forward earnings metrics frame AppLovin as inexpensive. | -7.1% | tweet ↗ |
| 2026-10-08 | AVGO | @Stock_Opine | +0.45 | Low PEG and forward P/E versus expected EPS growth frame Broadcom as inexpensive. | -10.7% | tweet ↗ |
| 2026-10-08 | ORCL | @Stock_Opine | +0.45 | Low PEG and forward P/E versus expected EPS growth frame Oracle as inexpensive. | -7.0% | tweet ↗ |
| 2026-10-08 | NVDA | @Stock_Opine | +0.50 | Nvidia's PEG below one and growth-adjusted valuation are presented as cheap. | -8.5% | 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.