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
+0.05
hit rate
65%
mean α
+0.02%
signals 14d
17
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: 65% hit rate, +0.02% mean alpha, trader score +0.05. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Stock_Opine | · | Says willingness to take an unspecified company private indicates extractable value. | · | tweet ↗ |
| 2026-08-28 | PYPL | @Stock_Opine | +0.65 | Argues a rejected $50B-plus bid validates PayPal's intrinsic value despite moat pressure. | — | tweet ↗ |
| 2026-08-28 | · | @Stock_Opine | · | Says a board's rejection of an offer as too low signals greater value, but the company is unstated. | · | tweet ↗ |
| 2026-08-28 | PYPL | @Stock_Opine | +0.35 | Argues PYPL's 16% M&A-driven decline may exceed any change in intrinsic business value. | — | tweet ↗ |
| 2026-08-26 | META | @Stock_Opine | +0.15 | Quotes Meta describing teen safety and its state-attorney-general partnership as an industry standard. | +0.3% | tweet ↗ |
| 2026-08-26 | INTU | @Stock_Opine | -0.35 | Warns slowing DIY upgrades may cap growth unless Intuit wins net-new Live customers. | +3.5% | tweet ↗ |
| 2026-08-25 | INTU | @Stock_Opine | -0.50 | Reports a revenue-guidance miss despite quarterly beats, explaining an accounting-driven EPS gap. | +0.2% | tweet ↗ |
| 2026-08-24 | LESL | @Stock_Opine | -0.40 | Reports LESL falling from $10.89 to $0.56, then asks whether bankruptcy follows. | · | tweet ↗ |
| 2026-08-24 | · | @Stock_Opine | · | Expresses skepticism that analyst opinions lead price action. | · | tweet ↗ |
| 2026-08-24 | EVO.ST | @Stock_Opine | +0.20 | Evolution's board recommends rejecting Candle Lake's SEK695 offer as below fair value. | · | tweet ↗ |
| 2026-08-23 | ADYEN | @Stock_Opine | +0.60 | Company commentary claims a uniquely broad platform and strengthening share among large merchants. | · | tweet ↗ |
| 2026-08-22 | PYPL | @Stock_Opine | +0.40 | Summarizes five concrete company growth, product, permit, expansion and integration updates. | -12.8% | tweet ↗ |
| 2026-08-22 | AMZN | @Stock_Opine | +0.50 | Summarizes five concrete company growth, product, permit, expansion and integration updates. | +3.0% | tweet ↗ |
| 2026-08-22 | STMN | @Stock_Opine | +0.40 | Summarizes five concrete company growth, product, permit, expansion and integration updates. | · | tweet ↗ |
| 2026-08-22 | GOOGL | @Stock_Opine | +0.50 | Summarizes five concrete company growth, product, permit, expansion and integration updates. | +0.5% | 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.