Author
@alexkoh alexkoh
grade Bx.com/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
trader score
-1.25
hit rate
35%
mean α
-0.52%
signals 14d
52
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: 35% hit rate, -0.52% mean alpha, trader score -1.25. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 42 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @alexkoh | · | Reiterates an AI-factory underwriting framework focused on utilization, contracts, cash conversion and residual value. | · | tweet ↗ |
| 2026-08-28 | · | @alexkoh | · | Uses GDP, core PCE and saving-rate data to argue the macro backdrop is not easy money. | · | tweet ↗ |
| 2026-08-28 | NVDA | @alexkoh | +0.55 | Reports NVDA guided Q3 revenue to $108B excluding China data-center compute and highlights downstream risks. | — | tweet ↗ |
| 2026-08-28 | NVDA | @alexkoh | +0.65 | Reports $96.2B revenue, doubled sales, $89B data-center revenue and 75% gross margin. | — | tweet ↗ |
| 2026-08-26 | NVDA | @alexkoh | +0.80 | NVDA is undervalued with ValueTrigger levels of $365 today and $582 in the future. — Calls Nvidia undervalued and publishes two forward valuation targets. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @alexkoh | +0.50 | Reports AWS committing to two million more Nvidia GPUs in an expanded AI partnership. | +3.8% | tweet ↗ |
| 2026-08-26 | AMZN | @alexkoh | +0.20 | Reports AWS committing to two million more Nvidia GPUs in an expanded AI partnership. | +2.4% | tweet ↗ |
| 2026-08-26 | NVDA | @alexkoh | +0.25 | Reports Nvidia buying Hugging Face for $13B and frames it as a push into consumer AI. | +3.8% | tweet ↗ |
| 2026-08-26 | AAPL | @alexkoh | -0.10 | Reports Nvidia buying Hugging Face for $13B and frames it as a push into consumer AI. | +2.0% | tweet ↗ |
| 2026-08-26 | NVDA | @alexkoh | +0.55 | Explains Jensen Huang's claim that AI has reached a productive and profitable inflection point. | +3.8% | tweet ↗ |
| 2026-08-25 | AAPL | @alexkoh | +0.35 | Recommends replacing an unspecified Nvidia product with Apple's Mac M5 Ultra 256GB. | +3.2% | tweet ↗ |
| 2026-08-25 | AAOI | @alexkoh | +0.00 | Shares a dated pre-earnings signal-path framework, explicitly not a live ranking. | -6.1% | tweet ↗ |
| 2026-08-25 | AAOI | @alexkoh | +0.15 | Differentiates six AI-networking layers by products, customers, margins and risks. | -6.1% | tweet ↗ |
| 2026-08-25 | FN | @alexkoh | +0.15 | Differentiates six AI-networking layers by products, customers, margins and risks. | -4.0% | tweet ↗ |
| 2026-08-25 | CRDO | @alexkoh | +0.15 | Differentiates six AI-networking layers by products, customers, margins and risks. | +2.8% | 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.