@alexkoh alexkoh
Perma-bull AI-compute and quality-growth analyst with a disciplined trigger-based valuation framework
Publishes tickered long calls and earnings previews built on
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 40% hit rate, -1.48% mean alpha, trader score -1.20. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 43 mentions with price data).
alexkoh is concentrated in AI infrastructure and hardware winners, with explicit Nvidia ownership and broader bullish framing across AMD, GEV, DELL, MU, ALAB, and SNDK. His distinctive read is valuation-selective: Korean memory still has upside while MU is closer to fully valued, and Reddit needs more downside before entry. The window also includes macro caution via bad-market-news comments and a VIX danger signal, but no clear directional trade call was logged.
The author is concentrated in AI hardware, Nvidia ecosystem exposure, and memory valuation calls, with NVDA explicitly held and Korean memory preferred over MU on remaining upside. There were no CALL_DIRECTIONAL signals, so logged conviction trades are absent; the main disclosed action is holding NVDA. Late-window tone adds risk awareness through unspecified bad market news, a dangerous VIX setup, and patience on RDDT entry price.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | META | @alexkoh | +0.75 | Bullish thesis that Meta will monetize open-source LLMs and stock will rise to $800. | — | tweet ↗ |
| 2026-07-02 | NVDA | @alexkoh | +0.10 | Announces new Nvidia blog and video without substantive standalone details. | — | tweet ↗ |
| 2026-07-02 | MU | @alexkoh | +0.25 | Speculates MU could get growth if Trump supports it like Intel. | — | tweet ↗ |
| 2026-07-02 | NVDA | @alexkoh | +0.55 | Author discloses holding NVDA since 2018 and argues panic misses growth. | — | tweet ↗ |
| 2026-07-01 | HOOD | @alexkoh | +0.20 | Mentions DeFi crypto access on Robinhood with 7% figure. | +3.8% | tweet ↗ |
| 2026-07-01 | HOOD | @alexkoh | -0.35 | Criticizes Robinhood stock tokens over arbitrage difference and 1-2% extra cost. | +3.8% | tweet ↗ |
| 2026-07-01 | HOOD | @alexkoh | +0.20 | Mentions Robinhood agentic credit card product. | +3.8% | tweet ↗ |
| 2026-07-01 | HOOD | @alexkoh | +0.85 | Buy HOOD — Explicit buy call citing Singapore and crypto expansion plus customer count. | +3.8% | tweet ↗ |
| 2026-07-01 | META | @alexkoh | +0.45 | Recaps prior META reversal call and 10% move after compute-selling news. | -4.9% | tweet ↗ |
| 2026-07-01 | CRWV | @alexkoh | +0.60 | Argues CoreWeave selloff on META compute news is misunderstood. | -4.6% | tweet ↗ |
| 2026-07-01 | NVDA | @alexkoh | +0.15 | Argues CoreWeave selloff on META compute news is misunderstood. | -1.4% | tweet ↗ |
| 2026-07-01 | DELL | @alexkoh | +0.15 | Argues CoreWeave selloff on META compute news is misunderstood. | -7.3% | tweet ↗ |
| 2026-06-30 | NTDOY | @alexkoh | +0.75 | Buying Nintendo under $11 at this level — States he likes Nintendo under $11 and is buying, citing games, movies, undervaluation and Japan exposure. | +5.8% | tweet ↗ |
| 2026-06-30 | · | @alexkoh | · | Prefers comeback trades over chasing winners, citing asymmetry and low expectations. | · | tweet ↗ |
| 2026-06-29 | CRWV | @alexkoh | +0.65 | Discloses owning four AI stocks and holding to 2030, naming AMD, CRWV and CRDO. | -14.4% | 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.