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
+0.36
hit rate
54%
mean α
+0.36%
signals 14d
27

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 13 scored bets: 54% hit rate, +0.36% mean alpha, trader score +0.36. Their last-14d mentions, direction-adjusted, have moved +9.0% since posting (mean over 9 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@stocktalkweekly·Argues the Iran war drove real yields higher and ending it would reverse rates·
2026-08-28·@stocktalkweekly·Quantifies Treasury yield increases since the Iran war·
2026-08-28·@stocktalkweekly·Reports prediction-market and futures odds above 50% for a September hike·
2026-08-28·@stocktalkweekly·Reports delayed increases across Treasury maturities after Warsh's speech·
2026-08-28·@stocktalkweekly·Reports mixed Treasury-yield reaction to Warsh's speech·
2026-08-28·@stocktalkweekly·Fed Chair Warsh says current financial conditions are not restrictive·
2026-08-27·@stocktalkweekly·Citadel Securities posted record Q2 trading revenue of $7.3B, more than tripling year over year.·
2026-08-27·@stocktalkweekly·Says elevated attention to Treasury yields and bond vigilantes prevents full trust in the market.·
2026-08-27MSFT@stocktalkweekly+0.00Tech companies signed an open letter urging immediate cyber-defense action against AI-enabled attacks.+1.7%
2026-08-27GOOGL@stocktalkweekly+0.00Tech companies signed an open letter urging immediate cyber-defense action against AI-enabled attacks.+1.7%
2026-08-27·@stocktalkweekly·Sarcastically urges Kevin Warsh not to speak, implying concern his remarks could hurt markets.·
2026-08-26·@stocktalkweekly·Bank of Korea raises its policy rate by 25 basis points to 3.00%.·
2026-08-26NVDA@stocktalkweekly-0.10Reports Nvidia is in talks to acquire private company Hugging Face for over $13B.+3.8%
2026-08-26·@stocktalkweekly·Lower yields after Jackson Hole are framed as a potential catalyst for renewed market speculation.·
2026-08-26NVDA@stocktalkweekly+0.50Nvidia guides to 70% FY2028 revenue growth versus 44% estimates.+3.8%

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.