Author

@TheTranscript_ TheTranscript_

grade Bcorporatex.com/TheTranscript_ ↗

Team-run aggregator distilling the sharpest lines from earnings calls and exec interviews

Curates and republishes the highest-signal quotes, data poin

trader score
+2.48
hit rate
75%
mean α
+2.42%
signals 14d
71

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: 75% hit rate, +2.42% mean alpha, trader score +2.48. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 58 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28CRWD@TheTranscript_+0.30CrowdStrike's CEO says security and compliance constraints are blocking customers from deploying more AI.—
2026-08-28ON@TheTranscript_+0.50ON's CEO says the AI data-center outlook was raised from doubling to more than doubling year over year.—
2026-08-27CRWD@TheTranscript_+0.50CrowdStrike CEO says AI is expanding both cyberattacks and cybersecurity spending.-4.2%
2026-08-26NVDA@TheTranscript_+0.55Jensen expects frontier labs to remain substantial Nvidia customers despite custom chips.+3.8%
2026-08-26NVDA@TheTranscript_+0.55Jensen maintains confidence in Nvidia platform economics despite custom silicon.+3.8%
2026-08-26NVDA@TheTranscript_+0.50Jensen explains Nvidia's full-platform differentiation from cloud-specific XPUs.+3.8%
2026-08-26NVDA@TheTranscript_+0.15Nvidia was up 4% after hours.+3.8%
2026-08-26NVDA@TheTranscript_-0.15Nvidia DSO rose to 60 days due to extended customer payment terms.+3.8%
2026-08-26NVDA@TheTranscript_+0.30CFO rejects circular-financing concerns and cites customer traction and usage.+3.8%
2026-08-26NVDA@TheTranscript_+0.70Jensen says agentic AI requires roughly 15x to 100x more compute.+3.8%
2026-08-26NVDA@TheTranscript_+0.50Jensen says demand exceeds 70% growth while supply supports a 70% guide.+3.8%
2026-08-26NVDA@TheTranscript_-0.50Nvidia reset margin expectations lower due to extreme memory pricing.+3.8%
2026-08-26NVDA@TheTranscript_-0.15Nvidia expects supply to remain a bottleneck through fiscal 2028.+3.8%
2026-08-26NVDA@TheTranscript_+0.50Nvidia guides Q3 FY2027 revenue to $108B plus or minus 2%.+3.8%
2026-08-26NVDA@TheTranscript_+0.55Nvidia reported record Q2 revenue of $96.2B, up 106% YoY.+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.