Author

@alperkonarx alperkonarx

Long-only megacap/AI bull who narrates compute demand into stock beneficiaries

Posts fundamental and thematic takes on US megacap tech and

trader score
+1.19
hit rate
70%
mean α
+0.58%
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 20 scored bets: 70% hit rate, +0.58% mean alpha, trader score +1.19. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 2 mentions with price data).

Recent signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@alperkonarx·MSCI is considering downgrading Indonesia, potentially forcing large index-fund outflows.·
2026-10-15TSLA@alperkonarx+0.45Describes Tesla's rocket-assisted flying Roadster demonstration positively.+2.7%
2026-10-12·@alperkonarx·Lists annual millionaire migration gains and losses by country.·
2026-10-09NVDA@alperkonarx+0.00Compares Samsung's reported operating profit with Nvidia's prior-quarter profit.-8.0%
2026-10-09·@alperkonarx·Suggests Sam Altman is trying to reassure markets after OpenAI's revenue disclosure caused concern.·
2026-10-06·@alperkonarx·Describes Hark Pro autonomously operating virtual computers and proactively linking personal data.·

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.