Receipts First
2026-08-31 · this week's calls, with the running record attached
Scorecard (all published tickers)
Market-adjusted directional calls: 55% correct — 21 hits, 17 misses; 95% confidence interval 40%–70%; no-edge baseline 50%. 2642 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 | no live claims |
| ASML | Semiconductors | no live claims |
| CEG | Nuclear & power | 1m → |
| CCJ | Nuclear & power | 1m ↓ |
| MP | Critical materials | no live claims |
| FCX | Critical materials | 1m ↓ 3m ↓ |
| NTR | Agriculture | no live claims |
| ZIM | Shipping & trade | 1m ↓ |
| SLV | Precious metals | no live claims |
| NVDA | Semiconductors | no live claims |
| AMD | Semiconductors | no live claims |
| AVGO | Semiconductors | 1m ↑ 3m ↑ |
| MRVL | Semiconductors | no live claims |
| NEE | Nuclear & power | no live claims |
| MSFT | Big tech & platforms | 1w → |
| GOOGL | Big tech & platforms | 3m ↑ 6m ↑ |
| AMZN | Big tech & platforms | 1m → 3m ↓ |
| META | Big tech & platforms | no live claims |
| JPM | Financials & insurance | 1m ↑ 3m ↑ |
| GS | Financials & insurance | 1m ↓ 3m ↑ |
| CB | Financials & insurance | 3m ↑ 6m ↑ |
| LLY | Healthcare | no live claims |
| UNH | Healthcare | 1m ↓ 3m ↓ |
| XOM | Energy | no live claims |
| CVX | Energy | 1m ↓ 3m ↓ |
| COST | Consumer & retail | 1m ↓ 3m ↓ |
| WMT | Consumer & retail | no live claims |
| CAT | Industrials & machinery | 1m ↓ 3m ↑ |
| DE | Industrials & machinery | 1m ↓ 3m ↓ |
| QBTS | Quantum computing | no live claims |
| SPCX | SPACs & new issues | no live claims |
↑ long · ↓ short · ↕ split — read with "already priced in?" · → range-bound
Dated events this week
- 2026-08-31 · NVDA: NVDA ex-dividend date ($0.25/sh, projected from quarterly cadence)
- 2026-09-01 · GS: GS ex-dividend date ($5.00/sh, declared)
- 2026-09-02 · MRVL: Marvell reports fiscal Q2 FY2027 results with focus on custom silicon and optical ramp.
- 2026-09-03 · COST: Costco releases monthly comparable sales reports for August and September traffic and fuel trends.
- 2026-09-04 · AVGO: Broadcom reports fiscal Q3 2026 earnings with updated AI revenue guidance.
- 2026-09-04 · GOOGL: GOOGL ex-dividend date ($0.22/sh, declared)
- 2026-09-04 · WMT: Upcoming monthly US nonfarm payrolls and unemployment report.
Not investment advice. Informational only. Published on a deliberate delay; every item keeps its original "as of" date.