DO

Devin Osei

Verified

@devinmacro · Member since 2023

Macro + rates. I care about the second derivative.

3 Calls
100% Held Up
0 Calls Sparked
5,410 Followers
210 Following
FinancialsETFsEnergy

Milestones

Not trophies — moments in their participation. A call earns its reputation over time.

First Call Recorded Community FavoriteNext: First Call That Held Up
BearAAPL
0.00%

A hardware-cycle stock priced like a software one

China share loss is real, the AI feature set has underwhelmed, and the multiple has expanded on buybacks rather than growth. Good company, demanding price.

$231.00 → $190.006 Months55% confident
DO@devinmacro · 2mo agoExample
54vs Bull
BearPLTR
0.00%

Extraordinary company, impossible valuation

I'd own it 40% lower. At today's multiple you're underwriting near-flawless execution for years. Any deceleration or SBC scrutiny and the air comes out fast.

$143.00 → $95.006 Months58% confident
DO@devinmacro · 2mo agoExample
68vs Bull
BearSPY
Call Missed

Breadth divergence flags a pullback

Narrow leadership and stretched sentiment into a seasonally weak window.

$600.00 → $560.003 Months54% confident
DO@devinmacro · 7mo agoExample
20