Author

@alexeheath alexeheath

Tech journalist breaking AI-lab and big-tech scoops that move proxy stocks

Reports original, primary-sourced news on AI labs (OpenAI, A

trader score
-0.24
hit rate
60%
mean α
-0.26%
signals 14d
6

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 10 scored bets: 60% hit rate, -0.26% mean alpha, trader score -0.24. Their last-14d mentions, direction-adjusted, have moved -4.8% since posting (mean over 4 mentions with price data).

Recent signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-13HOOD@alexeheath+0.35Robinhood CEO describes upcoming AI trading agents, safeguards and private-market strategy.-14.0%
2026-10-12META@alexeheath+0.40Briefly characterizes Meta as operating at the AI frontier-13.5%
2026-10-08QCOM@alexeheath+0.30Qualcomm's CEO outlines bullish expectations for AI phones, wearables, data centers and an alternative to Nvidia software.-0.1%
2026-10-08NVDA@alexeheath-0.10Qualcomm's CEO outlines bullish expectations for AI phones, wearables, data centers and an alternative to Nvidia software.-8.5%
2026-10-06·@alexeheath·Endorses a framework favoring ownership through open AI models.·
2026-10-05·@alexeheath·Previews Reflection's open-weight Beam model, claimed benchmarks, capabilities and token efficiency.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.