@trhy_s_filipom trhy_s_filipom
Named retail-fundamental analyst dissecting earnings, GLP-1 pharma, semis, and AI-vs-SaaS
Posts real-time earnings reactions and original fundamental
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 50% hit rate, +0.33% mean alpha, trader score +0.39. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 42 mentions with price data).
Author is mostly running an event-driven tech tape: streaming M&A, SaaS rotation, AI hardware supply chain, cloud lease friction, and SpaceX/Starlink valuation pressure. Distinctive tilt is not a broad market call but selective willingness to buy ADBE after initially hesitating, while staying skeptical on SPCX and certain hardware/product stories. Late-week shift is clearest in ADBE: hesitant after management turnover, then bought a smaller position two days later.
The clearest flip is ADBE: author was hesitant after the 70% drawdown and CEO/CFO exits on 2026-06-17, then bought a smaller position on 2026-06-19. Otherwise, the window is consistent rather than escalating: event-driven media M&A and tech product/news items dominate, with persistent skepticism on SPCX valuation and Starlink ARPU pressure. Concentration is moderate, with ADBE and SPCX each making up 50% of their respective theme signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | USA | @trhy_s_filipom | +0.25 | Started buying my SaaS ETF this week. — Author says they began buying their SaaS ETF this week after a 35% three-day drop. | · | tweet ↗ |
| 2026-07-02 | META | @trhy_s_filipom | -0.55 | Says Meta effectively admitted its AI is useless and must provide capacity to third parties. | — | tweet ↗ |
| 2026-07-02 | AMD | @trhy_s_filipom | +0.35 | Jokes about friend picking PYPL/STLA down and author pushing AMD/ASML/NFLX up. | — | tweet ↗ |
| 2026-07-02 | PYPL | @trhy_s_filipom | -0.25 | Jokes about friend picking PYPL/STLA down and author pushing AMD/ASML/NFLX up. | — | tweet ↗ |
| 2026-07-02 | NFLX | @trhy_s_filipom | +0.25 | Jokes about friend picking PYPL/STLA down and author pushing AMD/ASML/NFLX up. | — | tweet ↗ |
| 2026-07-02 | ASML | @trhy_s_filipom | +0.35 | Jokes about friend picking PYPL/STLA down and author pushing AMD/ASML/NFLX up. | — | tweet ↗ |
| 2026-07-02 | STLA | @trhy_s_filipom | -0.25 | Jokes about friend picking PYPL/STLA down and author pushing AMD/ASML/NFLX up. | — | tweet ↗ |
| 2026-07-02 | · | @trhy_s_filipom | · | Comments on KOSPI over the last week and leverage/debt concerns. | · | tweet ↗ |
| 2026-07-02 | NFLX | @trhy_s_filipom | +0.45 | Added NFLX, now 4th largest position. — Says he added NFLX and it is now his 4th largest position. | — | tweet ↗ |
| 2026-07-01 | CRWV | @trhy_s_filipom | -0.30 | Reports CRWV/NBIS sold off after META announced selling raw compute capacity. | -4.6% | tweet ↗ |
| 2026-07-01 | META | @trhy_s_filipom | +0.10 | Reports CRWV/NBIS sold off after META announced selling raw compute capacity. | -4.9% | tweet ↗ |
| 2026-07-01 | NBIS | @trhy_s_filipom | -0.30 | Reports CRWV/NBIS sold off after META announced selling raw compute capacity. | -5.9% | tweet ↗ |
| 2026-07-01 | META | @trhy_s_filipom | +0.45 | Positive take on META planning to sell compute capacity like AMZN Bedrock/neoclouds. | -4.9% | tweet ↗ |
| 2026-07-01 | AMZN | @trhy_s_filipom | +0.00 | Positive take on META planning to sell compute capacity like AMZN Bedrock/neoclouds. | +0.4% | tweet ↗ |
| 2026-07-01 | BYD | @trhy_s_filipom | +0.35 | Compares BYD stock decline and EV deliveries against expected Tesla Q2 deliveries. | -0.1% | 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.