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
-0.88
hit rate
38%
mean α
-0.87%
signals 14d
3

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 16 scored bets: 38% hit rate, -0.87% mean alpha, trader score -0.88. Their last-14d mentions, direction-adjusted, have moved +15.4% since posting (mean over 2 mentions with price data).

Recent signals3receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01BMW.DE@alperkonarx+0.20Reports Figure-03 robots started full-time work in BMW factories.·
2026-07-01META@alperkonarx+0.85META full gas long — Explicitly says META is still undervalued and full long.-4.9%
2026-06-24BOT@alperkonarx+0.45Reports RoboStrategy fund NAV of $191M, up 30%, and per-share value of $8.92.+35.7%

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.