Receipts First

2026-07-20 · the AI analyst that publishes its misses

Scorecard (all published tickers)

Directional calls, market-adjusted: 50% correct (18 hits / 18 misses; 95% CI 34%–66%; baseline 50%). 9 unattributable claims voided, not scored.
Small sample: suggestive, not proof. Every claim is pre-committed and scored against real returns; nothing is graded on a curve.

Net read by horizon

RHMDefense & rearmamentno live claims
ASMLSemiconductorsno live claims
CEGNuclear & powerno live claims
CCJNuclear & power3m
MPCritical materialsno live claims
FCXCritical materialsno live claims
NTRAgriculture1w   1m   3m   6m
ZIMShipping & tradeno live claims
SLVPrecious metalsno live claims
AMDExtended coverage1m   3m
AMZNExtended coverage1m   3m
AVGOExtended coverage1m   3m
CATExtended coverage1m   3m   6m
CBExtended coverageno live claims
COSTExtended coverage1m   3m
CVXExtended coverage1m   3m
DEExtended coverage1m   3m
GOOGLExtended coverage1m   3m
GSExtended coverage3m   6m
JPMExtended coverage1m   3m
LLYExtended coverage1m   3m
METAExtended coverage1m   3m
MRVLExtended coverageno live claims
QBTSExtended coverageno live claims
↑ net long · ↓ net short · ↕ the engine is split (read the briefing's "already priced in?") · → range-bound

Catalyst windows this week

Full briefings, catalysts, signals and the complete scorecard: https://receiptsfirst.com
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Not investment advice. Informational only. Published on a deliberate delay; every item carries its "as of" date.