Author
@alperkonarx alperkonarx
grade Cx.com/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
+1.22
hit rate
60%
mean α
+1.04%
signals 14d
17
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: 60% hit rate, +1.04% mean alpha, trader score +1.22. Their last-14d mentions, direction-adjusted, have moved +3.7% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NBIS | @alperkonarx | +0.15 | Reports NBIS operates 244 autonomous taxis and holds roughly 6%–8% US market share. | — | tweet ↗ |
| 2026-08-28 | · | @alperkonarx | · | Charts countries' stock-market capitalization shares, with the US at 50%. | · | tweet ↗ |
| 2026-08-28 | NVDA | @alperkonarx | +0.20 | Comments positively on the evolution of NVDA's portfolio and frequent private-company funding participation. | — | tweet ↗ |
| 2026-08-28 | AMZN | @alperkonarx | +0.20 | Briefly praises an Amazon-linked autonomous-driving experience, with details dependent on media. | — | tweet ↗ |
| 2026-08-27 | · | @alperkonarx | · | Says Boston Dynamics Atlas robots are planned for Hyundai production lines beginning in 2028. | · | tweet ↗ |
| 2026-08-26 | NVDA | @alperkonarx | +0.70 | Expresses approval of NVDA earnings and says memory demand is real. | +3.8% | tweet ↗ |
| 2026-08-20 | · | @alperkonarx | · | Reports US public debt officially exceeded $40 trillion | · | tweet ↗ |
| 2026-08-20 | · | @alperkonarx | · | Dismisses flashy robot demonstrations as old capability rather than useful innovation | · | tweet ↗ |
| 2026-08-19 | BOT | @alperkonarx | +0.45 | Discloses BOT ownership, praises its robotics portfolio, and warns it trades at 2x NAV. | -7.0% | tweet ↗ |
| 2026-08-19 | AMZN | @alperkonarx | +0.00 | Discloses BOT ownership, praises its robotics portfolio, and warns it trades at 2x NAV. | +0.2% | tweet ↗ |
| 2026-08-18 | TSLA | @alperkonarx | +0.40 | Views Unitree's first-day surge as a catalyst for robotics and distinguishes it from Tesla's operational Optimus focus. | +3.5% | tweet ↗ |
| 2026-08-18 | TSM | @alperkonarx | +0.65 | Frames TSM as central to Taiwan's rapid economic growth and semiconductor exports. | +1.0% | tweet ↗ |
| 2026-08-18 | · | @alperkonarx | · | Calls 1X Robotics' reported sellout a positive catalyst for robotics companies broadly. | · | tweet ↗ |
| 2026-08-16 | · | @alperkonarx | · | Argues operating-profit multiples can be more reliable than P/E when investment income distorts earnings. | · | tweet ↗ |
| 2026-08-16 | · | @alperkonarx | · | Views large private-company funding rounds as a bullish leading indicator for markets. | · | 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.