Author
@TheTranscript_ 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
+0.34
hit rate
65%
mean α
+0.11%
signals 14d
140
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, +0.11% mean alpha, trader score +0.34. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 121 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @TheTranscript_ | +0.65 | ASML reports worsening advanced-node supply shortages alongside strengthening customer demand. | -4.2% | tweet ↗ |
| 2026-10-16 | GS | @TheTranscript_ | +0.55 | Goldman says durable recurring revenue now represents 45% of its business. | -0.6% | tweet ↗ |
| 2026-10-16 | BAC | @TheTranscript_ | +0.60 | BofA expects AI-project benefits to rise from $250M–$300M in 2026 to about $700M in 2027. | -1.3% | tweet ↗ |
| 2026-10-15 | DAL | @TheTranscript_ | +0.00 | Delta is cautiously open to agentic tools only within known corporate relationships. | -1.7% | tweet ↗ |
| 2026-10-15 | GS | @TheTranscript_ | +0.00 | Goldman CEO argues a 5% Treasury yield is normal and markets have absorbed the move reasonably well. | -1.8% | tweet ↗ |
| 2026-10-15 | TSM | @TheTranscript_ | +0.65 | TSMC says demand still substantially exceeds supply and customers continue raising demand. | -0.9% | tweet ↗ |
| 2026-10-15 | IBKR | @TheTranscript_ | +0.15 | IBKR notes the ten largest U.S. technology stocks comprise nearly 40% of the S&P 500. | -6.7% | tweet ↗ |
| 2026-10-15 | IBKR | @TheTranscript_ | +0.35 | Interactive Brokers reports margin borrowing rose 47% year over year and 8% quarter over quarter. | -6.7% | tweet ↗ |
| 2026-10-15 | IBKR | @TheTranscript_ | +0.60 | IBKR reports double-digit commission and net-interest-income growth in Q3. | -6.7% | tweet ↗ |
| 2026-10-15 | IBKR | @TheTranscript_ | +0.60 | IBKR reports near-record adjusted revenue and record pre-tax income for the quarter. | -6.7% | tweet ↗ |
| 2026-10-15 | AA | @TheTranscript_ | +0.40 | Alcoa reports acquisition progress, better refinery performance, and increased smelting output. | -6.2% | tweet ↗ |
| 2026-10-15 | JBHT | @TheTranscript_ | +0.10 | J.B. Hunt aims to repair margins in the 2027 bid season after prolonged freight and cost pressure. | · | tweet ↗ |
| 2026-10-15 | ASML | @TheTranscript_ | +0.55 | ASML CEO says current equipment demand is genuine rather than inflated by duplicate ordering. | -5.2% | tweet ↗ |
| 2026-10-15 | TSM | @TheTranscript_ | +0.35 | TSMC details strong Q3 operating cash flow, capital spending, dividends, and a rising cash balance. | -0.9% | tweet ↗ |
| 2026-10-15 | CMC | @TheTranscript_ | +0.25 | CMC cites supportive demand and near-record backlog despite residential weakness; shares rose 4% premarket. | · | 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.