Receipts First
2026-08-10 · this week's calls, with the running record attached
Scorecard (all published tickers)
Market-adjusted directional calls: 57% correct — 136 hits, 104 misses; 95% confidence interval 50%–63%; no-edge baseline 50%. 1137 unattributable claims voided, not scored.
The sample is still small. Every claim was published before its result window and scored against real returns. Nothing is graded after the fact.
Current read by horizon
| RHM | Defense & rearmament | 1w ↓ |
| ASML | Semiconductors | no live claims |
| CEG | Nuclear & power | no live claims |
| CCJ | Nuclear & power | no live claims |
| MP | Critical materials | no live claims |
| FCX | Critical materials | no live claims |
| NTR | Agriculture | no live claims |
| ZIM | Shipping & trade | no live claims |
| SLV | Precious metals | 1w → |
| NVDA | Semiconductors | no live claims |
| AMD | Semiconductors | 1m ↓ |
| AVGO | Semiconductors | no live claims |
| MRVL | Semiconductors | no live claims |
| NEE | Nuclear & power | 1w ↑ |
| MSFT | Big tech & platforms | no live claims |
| GOOGL | Big tech & platforms | no live claims |
| AMZN | Big tech & platforms | no live claims |
| META | Big tech & platforms | no live claims |
| JPM | Financials & insurance | 1w ↓ |
| GS | Financials & insurance | no live claims |
| CB | Financials & insurance | 1w → |
| LLY | Healthcare | no live claims |
| UNH | Healthcare | 1w → |
| XOM | Energy | no live claims |
| CVX | Energy | 1w ↓ 3m → |
| COST | Consumer & retail | no live claims |
| WMT | Consumer & retail | 1w → 3m ↓ |
| CAT | Industrials & machinery | no live claims |
| DE | Industrials & machinery | no live claims |
| QBTS | Quantum computing | no live claims |
| SPCX | SPACs & new issues | 1w ↓ |
↑ long · ↓ short · ↕ split — read with "already priced in?" · → range-bound
Dated events this week
- 2026-08-12 · SLV: US CPI inflation report for July, released mid-August.
- 2026-08-12 · WMT: Monthly US CPI release with grocery/food-at-home inflation component.
- 2026-08-13 · QBTS: D-Wave reports Q2 2026 results with focus on QCaaS bookings, revenue growth, and cash runway.
- 2026-08-14 · DE: Deere reports fiscal Q3 2026 earnings and updates full-year guidance.
- 2026-08-14 · LLY: LLY ex-dividend date ($1.73/sh, declared)
- 2026-08-14 · SPCX: EV/clean-tech de-SPAC earnings and sentiment cycle affecting SPCX's sector-heavy composition.
- 2026-08-14 · XOM: XOM ex-dividend date ($1.03/sh, projected from quarterly cadence)
- 2026-08-15 · CEG: CEG ex-dividend date ($0.43/sh, projected from quarterly cadence)
Not investment advice. Informational only. Published on a deliberate delay; every item keeps its original "as of" date.