Author
@EugeneNg EugeneNg
grade Bx.com/EugeneNg ↗
Singapore-based growth PM dissecting global AI and platform compounders in depth
Publishes long-form fundamental theses and KPI decomposition
trader score
+1.42
hit rate
55%
mean α
+0.90%
signals 14d
28
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 11 scored bets: 55% hit rate, +0.90% mean alpha, trader score +1.42. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @EugeneNg | · | Reports TikTok Shop sales concentration in beauty, apparel and health categories. | · | tweet ↗ |
| 2026-10-16 | MELI | @EugeneNg | +0.40 | Reports category-leading Brazilian app MAU shares for Nubank and Mercado Pago. | -1.3% | tweet ↗ |
| 2026-10-16 | NU | @EugeneNg | +0.35 | Reports category-leading Brazilian app MAU shares for Nubank and Mercado Pago. | +4.1% | tweet ↗ |
| 2026-10-16 | · | @EugeneNg | · | Reports that 8.4% of TikTok Shop sellers generate 60.3% of estimated sales. | · | tweet ↗ |
| 2026-10-16 | WISE.L | @EugeneNg | +0.75 | Wise posted broad growth and raised FY27 net-revenue guidance while outlining a constructive moat thesis. | · | tweet ↗ |
| 2026-10-15 | TSM | @EugeneNg | +0.85 | TSMC reported strong Q3 growth, robust AI demand and continued large capacity investment. | -0.9% | tweet ↗ |
| 2026-10-10 | · | @EugeneNg | · | Expects hyperscaler capital spending to trend directionally higher over coming years. | · | tweet ↗ |
| 2026-10-09 | SPX | @EugeneNg | -0.10 | S&P 500 concentration data show the top 10 dominate market cap and earnings. | · | tweet ↗ |
| 2026-10-09 | · | @EugeneNg | · | Chart describes the recorded-music revenue shift from physical media to streaming. | · | tweet ↗ |
| 2026-10-08 | · | @EugeneNg | · | Reports OpenAI regained business-spending share versus Anthropic toward an even split. | · | tweet ↗ |
| 2026-10-08 | · | @EugeneNg | · | Notes declining US data-center pre-construction planning capacity from a JPM chart. | · | tweet ↗ |
| 2026-10-08 | · | @EugeneNg | · | Quantifies the concentration of leading AI annualized revenue among Anthropic and OpenAI. | · | tweet ↗ |
| 2026-10-08 | · | @EugeneNg | · | Reports frontier labs generate 76% of implied revenue from 11% of tokens. | · | tweet ↗ |
| 2026-10-08 | · | @EugeneNg | · | References a chart comparing AI token volume with token spending. | · | tweet ↗ |
| 2026-10-08 | · | @EugeneNg | · | Claims AI is becoming cheaper and faster than prior transformative technologies. | · | 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.