Author
@stocktalkweekly stocktalkweekly
Team-run paid service doing deep research on overlooked SMID-cap AI-enabler stocks
Run a paid community/newsletter posting concentrated high-co
trader score
-1.26
hit rate
47%
mean α
-1.21%
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 15 scored bets: 47% hit rate, -1.21% mean alpha, trader score -1.26. Their last-14d mentions, direction-adjusted, have moved -5.8% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | IGV | @stocktalkweekly | -0.50 | Reports sharp weekly declines in semiconductors and software despite prior safe-haven rotation. | +6.0% | tweet ↗ |
| 2026-10-16 | SMH | @stocktalkweekly | -0.60 | Reports sharp weekly declines in semiconductors and software despite prior safe-haven rotation. | -2.3% | tweet ↗ |
| 2026-10-15 | · | @stocktalkweekly | · | Falling 10-year yields are framed as a prospective tailwind for rate-sensitive stocks and breadth. | · | tweet ↗ |
| 2026-10-15 | SMH | @stocktalkweekly | -0.50 | Warns SMH may close below its 21-week EMA for the first time this year. | -5.7% | tweet ↗ |
| 2026-10-15 | CRWV | @stocktalkweekly | +0.40 | Nvidia's CEO says CoreWeave needs no backstop as its cost of capital and strength improve. | -22.2% | tweet ↗ |
| 2026-10-15 | TSM | @stocktalkweekly | +0.50 | TSMC plans further US expansion and is discussing a Terafab collaboration with Elon Musk. | -0.9% | tweet ↗ |
| 2026-10-14 | · | @stocktalkweekly | · | Reports Korea's KOSPI circuit breaker after an 8% index decline. | · | tweet ↗ |
| 2026-10-14 | SPCX | @stocktalkweekly | +0.35 | Barclays says a Tesla-SpaceX merger announcement is possible before December. | · | tweet ↗ |
| 2026-10-14 | TSLA | @stocktalkweekly | +0.20 | Barclays says a Tesla-SpaceX merger announcement is possible before December. | +1.4% | tweet ↗ |
| 2026-10-14 | · | @stocktalkweekly | · | Argues rates, mortgages, oil and AI credit conditions have sharply worsened since February. | · | tweet ↗ |
| 2026-10-14 | · | @stocktalkweekly | · | Reports surging Treasury yields and 97% odds of another Fed hike after hot CPI. | · | tweet ↗ |
| 2026-10-12 | SPX | @stocktalkweekly | -0.35 | Reports an extreme index-stock disconnect, with nearly half of constituents showing negative beta. | · | tweet ↗ |
| 2026-10-12 | · | @stocktalkweekly | · | Aramco's CEO warns depleted inventories and Hormuz disruption will intensify energy pressure. | · | tweet ↗ |
| 2026-10-07 | AVGO | @stocktalkweekly | +0.40 | WSJ reports Broadcom arranging more than $50B of financing for OpenAI's custom chip. | -14.6% | tweet ↗ |
| 2026-10-07 | · | @stocktalkweekly | · | The Atlantic reports the White House is seeking options for a strike on Iran before the midterms. | · | 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.