Author
@watoulsky watoulsky
grade Cx.com/watoulsky ↗
Long-only mega-cap-tech quality compounder bull anchored in AI-capex secular thesis
Posts fundamentally-grounded bullish theses on quality mega-
trader score
-0.17
hit rate
55%
mean α
-0.07%
signals 14d
76
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: 55% hit rate, -0.07% mean alpha, trader score -0.17. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @watoulsky | · | Endorses Buffett's long-term framework against selling exceptional businesses solely on valuation. | · | tweet ↗ |
| 2026-10-16 | META | @watoulsky | +0.00 | Flags Meta for the coming Wednesday, but media is needed to understand the event. | -9.4% | tweet ↗ |
| 2026-10-16 | · | @watoulsky | · | Expects returns above 3% over 12 months, conditional on interest-rate policy. | · | tweet ↗ |
| 2026-10-16 | · | @watoulsky | · | Discloses €80k in MSCI World, €130k in stocks and the remainder in a money-market fund. | · | tweet ↗ |
| 2026-10-16 | · | @watoulsky | · | Discusses adapting psychologically to daily fluctuations in a portfolio above €200,000. | · | tweet ↗ |
| 2026-10-15 | AMZN | @watoulsky | +0.65 | Argues Amazon's one million robots are expanding margins without expanding headcount. | -2.7% | tweet ↗ |
| 2026-10-15 | MA | @watoulsky | +0.45 | Celebrates Mastercard reaching all-time highs after the author's thesis. | +1.2% | tweet ↗ |
| 2026-10-15 | SPX | @watoulsky | +0.25 | Notes the S&P 500 PEG ratio is near a 30-year low despite claims that the market is expensive. | · | tweet ↗ |
| 2026-10-15 | · | @watoulsky | · | Expresses confusion that stocks rose and bond yields fell after a very bad PPI report. | · | tweet ↗ |
| 2026-10-15 | · | @watoulsky | · | Says a position was sold several months ago, but the security is unavailable from context. | · | tweet ↗ |
| 2026-10-14 | SPX | @watoulsky | +0.00 | States that 73% of 1996 S&P 500 constituents are no longer in the index. | · | tweet ↗ |
| 2026-10-14 | · | @watoulsky | · | Says a down day like this should not frighten investors. | · | tweet ↗ |
| 2026-10-14 | · | @watoulsky | · | States that the market reacted very negatively to the CPI release. | · | tweet ↗ |
| 2026-10-14 | · | @watoulsky | · | Briefly characterizes the session as a red day. | · | tweet ↗ |
| 2026-10-13 | SPX | @watoulsky | +0.60 | Calls projected S&P 500 earnings growth of 34% in 2026 and 15% in 2027 spectacular. | · | 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.