Author
@trhy_s_filipom trhy_s_filipom
grade Cx.com/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
trader score
-1.81
hit rate
30%
mean α
-1.13%
signals 14d
104
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: 30% hit rate, -1.13% mean alpha, trader score -1.81. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 89 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @trhy_s_filipom | · | Describes the market as a slaughterhouse and advises looking away for the day. | · | tweet ↗ |
| 2026-10-16 | NFLX | @trhy_s_filipom | +0.25 | Notes Netflix reports Tuesday after the close and dismisses recent cultural criticism. | -6.6% | tweet ↗ |
| 2026-10-16 | NBIS | @trhy_s_filipom | -0.15 | Questions neocloud demand durability once big tech builds enough capacity, despite rising rental prices. | -4.1% | tweet ↗ |
| 2026-10-16 | NVDA | @trhy_s_filipom | +0.30 | Questions neocloud demand durability once big tech builds enough capacity, despite rising rental prices. | -1.5% | tweet ↗ |
| 2026-10-16 | CRWV | @trhy_s_filipom | -0.15 | Questions neocloud demand durability once big tech builds enough capacity, despite rising rental prices. | -11.7% | tweet ↗ |
| 2026-10-16 | PEP | @trhy_s_filipom | -0.45 | KFC will replace Pepsi beverages with Coca-Cola products at about 3,700 US locations from 2027. | +3.3% | tweet ↗ |
| 2026-10-16 | KFC | @trhy_s_filipom | +0.00 | KFC will replace Pepsi beverages with Coca-Cola products at about 3,700 US locations from 2027. | · | tweet ↗ |
| 2026-10-16 | KO | @trhy_s_filipom | +0.35 | KFC will replace Pepsi beverages with Coca-Cola products at about 3,700 US locations from 2027. | -1.3% | tweet ↗ |
| 2026-10-15 | AAPL | @trhy_s_filipom | +0.30 | Meta and Apple reportedly launched Muse Spark Open for high-end Macs. | +1.7% | tweet ↗ |
| 2026-10-15 | META | @trhy_s_filipom | +0.30 | Meta and Apple reportedly launched Muse Spark Open for high-end Macs. | -12.8% | tweet ↗ |
| 2026-10-15 | SPCX | @trhy_s_filipom | -0.50 | Lists severe one-day declines across six AI-related stocks despite strong company results. | · | tweet ↗ |
| 2026-10-15 | AMD | @trhy_s_filipom | -0.45 | Lists severe one-day declines across six AI-related stocks despite strong company results. | -8.1% | tweet ↗ |
| 2026-10-15 | TSM | @trhy_s_filipom | -0.45 | Lists severe one-day declines across six AI-related stocks despite strong company results. | -0.9% | tweet ↗ |
| 2026-10-15 | INTC | @trhy_s_filipom | -0.50 | Lists severe one-day declines across six AI-related stocks despite strong company results. | -8.8% | tweet ↗ |
| 2026-10-15 | NVDA | @trhy_s_filipom | -0.40 | Lists severe one-day declines across six AI-related stocks despite strong company results. | -2.9% | 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.