Author
@AlexfromBabylon AlexfromBabylon
grade Bx.com/AlexfromBabylon ↗
High-conviction anon retail analyst all-in on a concentrated space/AI-infra small-cap basket
Writes original, mechanistic long theses and forward buy/hol
trader score
-2.49
hit rate
20%
mean α
-1.93%
signals 14d
85
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: 20% hit rate, -1.93% mean alpha, trader score -2.49. Their last-14d mentions, direction-adjusted, have moved -16.9% since posting (mean over 84 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASTS | @AlexfromBabylon | +0.55 | Interprets a Polish vice president sharing related content as evidence that ASTS's message reached Europe. | -2.1% | tweet ↗ |
| 2026-10-16 | NBIS | @AlexfromBabylon | +0.80 | Discloses rotating from IREN into Nebius due to uncertainty, expected IREN headwinds and confidence in NBIS earnings. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @AlexfromBabylon | -0.65 | Discloses rotating from IREN into Nebius due to uncertainty, expected IREN headwinds and confidence in NBIS earnings. | -7.7% | tweet ↗ |
| 2026-10-16 | ASTS | @AlexfromBabylon | -0.65 | Warns ASTS faces severe brand damage once alternatives emerge, though the triggering context is absent. | -2.1% | tweet ↗ |
| 2026-10-16 | NBIS | @AlexfromBabylon | +0.85 | Argues Nebius can become the Netherlands' second-largest company and anchor sovereign AI compute infrastructure. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @AlexfromBabylon | +0.50 | Expresses confidence in IREN management based on its finance experience. | -7.7% | tweet ↗ |
| 2026-10-16 | NBIS | @AlexfromBabylon | +0.60 | Briefly praises NBIS execution. | -4.1% | tweet ↗ |
| 2026-10-16 | NBIS | @AlexfromBabylon | +0.50 | Says reaching a milestone faster than peers would signal market-share gains. | -4.1% | tweet ↗ |
| 2026-10-16 | MDA | @AlexfromBabylon | +0.40 | Positively characterizes MDA's activity in non-ITAR satellite constellations. | -2.2% | tweet ↗ |
| 2026-10-16 | ASTS | @AlexfromBabylon | +0.25 | Long-form thesis argues Viasat's proposed constellation faces debt, production and launch constraints until 2030+. | -2.1% | tweet ↗ |
| 2026-10-16 | VSAT | @AlexfromBabylon | -0.75 | Long-form thesis argues Viasat's proposed constellation faces debt, production and launch constraints until 2030+. | +4.5% | tweet ↗ |
| 2026-10-16 | ASTS | @AlexfromBabylon | +0.65 | Expresses excitement about AST being a strategic partner. | -2.1% | tweet ↗ |
| 2026-10-15 | ASTS | @AlexfromBabylon | -0.25 | Framework sees commercial demand but serious damage to ASTS's international defense opportunity. | -10.5% | tweet ↗ |
| 2026-10-15 | RKLB | @AlexfromBabylon | +0.10 | Endorses a financial-impact report as rational and constructive, without stating its conclusion. | -4.8% | tweet ↗ |
| 2026-10-15 | NBIS | @AlexfromBabylon | +0.55 | Reports NBIS day-zero support for Nvidia models and praises the partnership. | -15.7% | 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.