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
-2.25
hit rate
35%
mean α
-1.21%
signals 14d
46
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, -1.21% mean alpha, trader score -2.25. Their last-14d mentions, direction-adjusted, have moved +1.8% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | ADBE | @watoulsky | +0.35 | Says Adobe stock can recover over time if AI is not a threat and earnings keep growing. | — | tweet ↗ |
| 2026-07-01 | · | @watoulsky | · | Says this is why author recently invested aggressively in hyperscalers, but no ticker is named. | · | tweet ↗ |
| 2026-07-01 | META | @watoulsky | +0.20 | States Meta will sell compute capacity to others who need it. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @watoulsky | +0.35 | Suggests Meta may be first to reduce CapEx, viewed as constructive for cash discipline. | -4.9% | tweet ↗ |
| 2026-06-30 | AMZN | @watoulsky | +0.35 | Says AWS may reaccelerate above 30% this year, implying positive AMZN segment outlook. | +1.8% | tweet ↗ |
| 2026-06-28 | META | @watoulsky | +0.60 | Argues compute demand and Gemini access limits reinforce Meta's infrastructure moat and AI monetization. | +5.9% | tweet ↗ |
| 2026-06-28 | GOOGL | @watoulsky | +0.10 | Argues compute demand and Gemini access limits reinforce Meta's infrastructure moat and AI monetization. | +6.7% | tweet ↗ |
| 2026-06-28 | · | @watoulsky | · | Says S&P 500 may correct short term but will rise long term. | · | tweet ↗ |
| 2026-06-27 | · | @watoulsky | · | JP Morgan study statistics are used to support indexing as a base-rate approach. | · | tweet ↗ |
| 2026-06-27 | · | @watoulsky | · | Uses savings and 7% return math to explain compounding toward 1M euros. | · | tweet ↗ |
| 2026-06-26 | META | @watoulsky | +0.20 | Brief market comment with mega-cap tickers but limited standalone context. | +5.9% | tweet ↗ |
| 2026-06-26 | AMZN | @watoulsky | +0.20 | Brief market comment with mega-cap tickers but limited standalone context. | +4.3% | tweet ↗ |
| 2026-06-26 | MSFT | @watoulsky | +0.20 | Brief market comment with mega-cap tickers but limited standalone context. | +4.7% | tweet ↗ |
| 2026-06-26 | GOOGL | @watoulsky | +0.20 | Brief market comment with mega-cap tickers but limited standalone context. | +6.7% | tweet ↗ |
| 2026-06-24 | · | @watoulsky | · | Mentions large fund rebalancing without ticker or direction. | · | 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.