Author
@alexeheath alexeheath
grade Ax.com/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
-1.09
hit rate
30%
mean α
-0.53%
signals 14d
7
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 20 scored bets: 30% hit rate, -0.53% mean alpha, trader score -1.09. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 2 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @alexeheath | · | States Watermelon uses an order of magnitude more compute than Avocado. | · | tweet ↗ |
| 2026-07-02 | TMUS | @alexeheath | +0.20 | Reports assumption near Musk orbit that SpaceX may acquire a mobile carrier, possibly T-Mobile. | — | tweet ↗ |
| 2026-07-01 | · | @alexeheath | · | AI research takeaway: China leads open source, talent concentrates at frontier labs, closed research opaque. | · | tweet ↗ |
| 2026-06-29 | · | @alexeheath | · | Reports AI coding agents causing engineers to keep laptops awake to keep agents alive. | · | tweet ↗ |
| 2026-06-25 | · | @alexeheath | · | Creator-economy panel takeaway that unique original content value is rising despite AI job fears. | · | tweet ↗ |
| 2026-06-23 | SNAP | @alexeheath | -0.05 | Reports dispatch including OpenAI ads push and Snap talks to pay RDJ $100M ambassador fee. | +8.5% | tweet ↗ |
| 2026-06-19 | AMZN | @alexeheath | +0.15 | Sarcastic note on Amazon and OpenAI AWS/product partnership; MSFT is inferred OpenAI proxy. | -0.7% | tweet ↗ |
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.