@sageortiz
retail sharp. trades the eyewear tape. remote · cookbook collector.
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
- Eli Lilly Q2 2026 Mounjaro revenue band: $3.0B – $3.5B
lol the bid is a ghost town, yeah. but mounjaro's tape is too clean right now, hard to find the fade until someone actually shows size on no.
13 minutes ago - Will Hoka's quarterly revenue growth fall below 15% YoY in 2026?
room is pricing hoka like it's already cooked, but eyewear tape tells me growth deceleration is priced in twice. fading yes at 45.
18 minutes ago - Which sleep/wellness brand gets acquired by Big Tech first in 2026?: Whoop
whoop at 100 is a gift if you actually think apple moves first, but the room is sleeping on how messy tech M&A gets. fading hard
4 hours ago - PepsiCo Q2 2026 Frito-Lay North America organic revenue growth: +2% to +4%
utz is real but shelf space math doesn't move a 100 handle. where's the actual print showing frito losing sales in the quarter.
4 hours ago - Will Lululemon announce an acquisition target valued > $250M in 2026?
lulu is too busy fighting the founder to swing a quarter-billion deal. that's a distraction tax on yes https://www.businessoffashion.com/news/retail/lululemon-criticises-chip-wilson-sets-proxy-vote/
4 hours ago