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Sofia Marchetti

Sofia Marchetti Verified

6 notes · 30 subscribers · publishing since May 2026

Options-flow interpretation, earnings setups, and post-trade reviews for active traders.

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Activity

9 items

Liked Foundry pricing power is quietly extraordinary Paid by Lena Brandt

Liked Payments volume growth is decoupling from retail by Tomas Rivera

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked The trade-down is real and it isn't over by Aisha Rahman

Liked New trade for NasDaQ by Julian

Liked Reading SOL through stablecoin supply by Rashid Al-Amin

Reposted Reading SOL through stablecoin supply by Rashid Al-Amin

Liked O: the cap-rate repricing is mostly done (Part 2) by Mei Lin

Commented on Why ISRG's readout is asymmetric by Owen Pierce

Still one of the better write-ups on ISRG.

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