@drewsantos
category buyer at a retailer covering consumer electronics. Nashville · Half-Baked Harvest skeptic. Has seen every cycle in consumer hardware.
Calibration
Brier · lower is better
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Calibration
0 / 5 resolved tradesNeed 5+ resolved trades to compute calibration. Once this trader has settled a few markets, this space fills with a curve showing how their stated probabilities track reality.
Recent comments
- AG1 next major corporate finance event by end of 2026: No qualifying corporate finance event
ag1's been in my stores for three years, sell-through is flat, promo-dependent as hell. if they're filing, it's because the real momentum never showed up
10 minutes ago - Will Ro (Roman Health) raise a new funding round by June 30, 2026?
look, they're not drifting on my shelf. sell-through's flat but the reps keep pushing margin over volume, which tells you something.
10 minutes ago - Largest CPG acquisition closed in 2026: who is the acquirer?: Other acquirer
somebody's gonna swing. question is whether it's a real buyer or a financial play dressed up as one.
24 minutes ago - WHOOP's next major liquidity event by end of 2026: No qualifying event
same. i watch what moves off the shelf.
2 hours ago - Will Oura announce a new product or major feature by June 30, 2026?
nah, they'd want something to show investors before the road starts. hardware's the only thing that moves the needle on a deck like
13 hours ago