Author

@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

trader score
-0.75
hit rate
35%
mean α
-0.25%
signals 14d
73

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: 35% hit rate, -0.25% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 62 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28VWA.NE@trhy_s_filipom+0.00Announces a Sunday market program covering the named stocks, AI, autos, yields and gold.·
2026-08-28META@trhy_s_filipom+0.00Announces a Sunday market program covering the named stocks, AI, autos, yields and gold.
2026-08-28PYPL@trhy_s_filipom+0.00Announces a Sunday market program covering the named stocks, AI, autos, yields and gold.
2026-08-28NVDA@trhy_s_filipom+0.00Announces a Sunday market program covering the named stocks, AI, autos, yields and gold.
2026-08-28STLA@trhy_s_filipom+0.00Announces a Sunday market program covering the named stocks, AI, autos, yields and gold.
2026-08-28MCD@trhy_s_filipom-0.65Author says they still would not buy McDonald's after a 24% decline from its high.
2026-08-27PYPL@trhy_s_filipom-0.60Stripe abandoned its pursuit of PayPal, triggering a reported 13% decline.-12.7%
2026-08-27META@trhy_s_filipom+0.65Author says they added several Meta shares yesterday after a dispute settlement.+1.2%
2026-08-26CRWD@trhy_s_filipom+0.60CrowdStrike beat revenue and EPS estimates, with ARR growth and a 9% price rise.+15.4%
2026-08-26NVDA@trhy_s_filipom+0.10CrowdStrike beat revenue and EPS estimates, with ARR growth and a 9% price rise.+3.8%
2026-08-26CRM@trhy_s_filipom+0.10Veeva beat revenue and EPS estimates and rose 7.5%, with strong CRM and AI-platform momentum.+24.5%
2026-08-26VEEV@trhy_s_filipom+0.60Veeva beat revenue and EPS estimates and rose 7.5%, with strong CRM and AI-platform momentum.+13.0%
2026-08-26CRM@trhy_s_filipom+0.60Salesforce matched revenue estimates, strongly beat EPS estimates and rose 14%.+24.5%
2026-08-26NVDA@trhy_s_filipom+0.60Nvidia beat revenue, EPS and data-center estimates and rose 5.5%.+3.8%
2026-08-26META@trhy_s_filipom+0.20Reports META rose after resolving litigation through a $16.68B payment viewed as favorable.+0.3%

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.