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
+2.03
hit rate
71%
mean α
+2.77%
signals 14d
7

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 7 scored bets: 71% hit rate, +2.77% mean alpha, trader score +2.03. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 4 mentions with price data).

Recent signals7receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01GRG.L@Stock_Opine-0.10Greggs CFO retirement and successor named; shares dipped about 3%.·
2026-06-28EVO.ST@Stock_Opine+0.25Reports EVO.ST continues share buybacks, with last week's share count.·
2026-06-28SUNB@Stock_Opine+0.00Portfolio news list references Waymo Germany, AMZN DMA threat, SUNB earnings, and ASML export lobbying.·
2026-06-28ASML@Stock_Opine-0.10Portfolio news list references Waymo Germany, AMZN DMA threat, SUNB earnings, and ASML export lobbying.-1.4%
2026-06-28GOOG@Stock_Opine+0.10Portfolio news list references Waymo Germany, AMZN DMA threat, SUNB earnings, and ASML export lobbying.+6.4%
2026-06-28AMZN@Stock_Opine-0.15Portfolio news list references Waymo Germany, AMZN DMA threat, SUNB earnings, and ASML export lobbying.+4.3%
2026-06-24ADBE@Stock_Opine-0.50Management turbulence and insider sales weaken confidence in ADBE.+11.8%

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.