Quantarded Weekly Signals #000 — Week 51, 2025

    Welcome to the very first issue of Quantarded.

    If you are reading this, you are early. I wanted this newsletter to feel less like a stream of alerts and more like a calm, weekly snapshot of what is actually happening underneath the noise.

    Every week, Quantarded processes a large amount of public information and compresses it into something readable and actionable.

    This week, that meant 14 House trade disclosures filed during the week, 167,930 Reddit comments analyzed and 19,810 stock ticker mentions detected and classified.

    From all of that, what follows is what genuinely stood out.

    How to read this newsletter

    Each issue is split into three parts, and each one answers a different question.

    First, we look at Reddit sentiment, which tells us where retail attention and conviction are clustering right now.

    Second, we look at House trade disclosures, not as timing signals, but as a way to understand how positions are being built or consolidated over time.

    Finally, we track performance, transparently and from zero.

    None of these sections is meant to stand on its own. The value is in how they complement each other.

    Reddit picks — what the crowd is doing

    Reddit is chaotic by nature. It is emotional, fast-moving, and often contradictory. At the same time, it is one of the few places where retail positioning shows up in real time, and at massive scale.

    Instead of focusing on individual posts, Quantarded aggregates the full picture:

    • how often each ticker is mentioned,
    • whether mentions skew positive or negative,
    • how concentrated that sentiment is,
    • and how consistent it is across submissions and comments.

    From that, we compute a weekly confidence score. This is not a probability and not a price target. It is simply a relative measure of how strong a signal is compared to other signals in the same week. In practical terms, a higher confidence means “this stood out more than most other tickers this week”.

    These were the clearest Reddit signals in Week 51, all showing a net BUY sentiment.

    $RKLB: BUY, medium confidence

    This was the strongest composite signal of the week. Buy sentiment clearly outweighed sell sentiment, and engagement was focused rather than scattered. Among all tickers, $RKLB stood out as the cleanest crowd signal.

    $NVDA: BUY, medium confidence

    Discussion volume was extremely high, but importantly, sentiment remained net-positive even at that scale. That usually points to sustained conviction rather than a short-lived hype spike.

    $MU: BUY, medium confidence

    A more balanced signal. Participation was broad, sentiment skewed positive, and there was no extreme polarization. These profiles tend to be less volatile than pure momentum plays.

    $GOOGL: BUY, low confidence

    Fewer mentions than some peers, but unusually high agreement among participants. When volume is lower but consensus is strong, those signals often age better.

    $ASTS: BUY, low confidence

    Smaller crowd, but very one-sided sentiment. This is a higher-risk signal, included because of its directional clarity rather than its size.

    I find it useful to read this section as answering a simple question: "where is retail attention clustering in a way that looks structured rather than random?"

    House trades — how positions are consolidating

    House trade disclosures are a very different type of signal.

    They are delayed, incomplete, and absolutely not suitable for short-term trading. Taken at face value, a single disclosure is rarely meaningful.

    Where they become interesting is when you stop looking at individual trades and start looking for position consolidation. That is, repeated exposure to the same asset over time by the same individual.

    In Quantarded, confidence increases when:

    • the same ticker appears across multiple filings,
    • total traded value accumulates over recent months,
    • and direction, buy or sell, remains consistent.

    That context matters far more than the size of any single trade.

    This week, two House trades met the criteria to be included.

    Cleo Fields (D) — $GOOGL: BUY, medium confidence

    Trade amount: $100,001

    Traded on 2025-12-11, filed on 2025-12-17, disclosed on 2025-12-18

    What makes this trade stand out is not the amount, but the pattern. Over the last 90 days, the same representative has disclosed multiple Google-related trades, with total reported exposure adding up to roughly $215k. That repeated activity is why $GOOGL scores materially higher on confidence than other House trades this week.

    Gilbert Cisneros (D) — $WBI: BUY, low confidence

    Trade amount: $100,001

    Traded on 2025-11-11, filed on 2025-12-15, disclosed on 2025-12-16

    This signal is weaker. Fewer recent trades and lower accumulated exposure mean less evidence of consolidation. It is included for completeness, but with lower conviction.

    This section is best read as answering: "where do we see evidence of positions being built over time, not just ideas being discussed?"

    Performance tracking — starting from zero

    This is Issue #000.

    There is no backtest here and no cherry-picked history. Starting next week, every issue will track how previous picks performed after publication, along with a running year-to-date view.

    Some weeks will look good. Some will not. Both will be published.

    Disclaimer

    This newsletter is NOT FINANCIAL ADVICE.

    All content is provided for informational and educational purposes only. Markets involve risk, including loss of principal. Past performance does not guarantee future results. Always do your own research and consider consulting a licensed financial professional.

    Links

    Website: https://quantarded.com

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