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
+3.81
hit rate
70%
mean α
+1.00%
signals 14d
102
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: 70% hit rate, +1.00% mean alpha, trader score +3.81. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 66 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @watoulsky | · | Quoted long-term framework advocates buying stocks consistently across political and market cycles. | · | tweet ↗ |
| 2026-08-28 | · | @watoulsky | · | Says hyperscalers are holding up despite broader conditions. | · | tweet ↗ |
| 2026-08-28 | AAPL | @watoulsky | +0.25 | Buffett explains why a lower Apple price benefits holders through more effective share repurchases. | — | tweet ↗ |
| 2026-08-28 | · | @watoulsky | · | Says the market appears comfortable with Warsh's Jackson Hole remarks. | · | tweet ↗ |
| 2026-08-28 | AMZN | @watoulsky | +0.45 | Alexa AI reportedly drives discovery purchases for 57% of users, implying value beyond AWS. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @watoulsky | +0.25 | Argues Waymo's real competitive moat is density rather than distribution. | — | tweet ↗ |
| 2026-08-28 | UBER | @watoulsky | +0.70 | Bullish thesis says Uber's density moat makes a robotaxi loss unlikely while valuation assumes defeat. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @watoulsky | +0.60 | Buffett quote argues Google and hyperscalers have unusually high odds of becoming winners. | — | tweet ↗ |
| 2026-08-27 | GOOGL | @watoulsky | +0.70 | Wolfe estimates over $105B TPU revenue next year, near-30% margins and $300B cumulative revenue by 2028. | +1.7% | tweet ↗ |
| 2026-08-27 | CRM | @watoulsky | +0.75 | Reports software stocks surging following CRM results. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @watoulsky | +0.40 | Reports updated investment-bank NVDA price targets, all at or above $300. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @watoulsky | · | Discloses a past round-trip and says no new position is likely, preferring AI adopters, but omits the ticker. | · | tweet ↗ |
| 2026-08-27 | NVDA | @watoulsky | +0.65 | Highlights NVDA's exceptional five-year growth in revenue, EBITDA, net income, and free cash flow. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @watoulsky | +0.40 | Reports Goldman raising NVDA's 2027 and 2028 revenue forecasts and modeling $1T revenue in 2028. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @watoulsky | +0.20 | Recalls owning small NVDA and GOOGL positions near the 2022 bear-market low. | +3.8% | 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.