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
-1.53
hit rate
35%
mean α
-0.42%
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: 35% hit rate, -0.42% mean alpha, trader score -1.53. Their last-14d mentions, direction-adjusted, have moved +3.6% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @EugeneNg | · | Commodity cycle framework based on buying high P/E and selling low P/E. | · | tweet ↗ |
| 2026-06-27 | ORCL | @EugeneNg | +0.25 | Chart shows combined hyperscaler backlog across Azure, OCI, AWS, and GCP crossing $2T. | -5.6% | tweet ↗ |
| 2026-06-27 | AMZN | @EugeneNg | +0.25 | Chart shows combined hyperscaler backlog across Azure, OCI, AWS, and GCP crossing $2T. | +4.3% | tweet ↗ |
| 2026-06-27 | · | @EugeneNg | · | Chart suggests GenAI value is moving up stack toward apps and models. | · | tweet ↗ |
| 2026-06-26 | WSE | @EugeneNg | +0.55 | Detailed Wise FY26 earnings show strong customer, volume, revenue growth with FY27 guide and reinvestment context. | +6.2% | tweet ↗ |
| 2026-06-26 | · | @EugeneNg | · | Notes tips to reduce AI spend while growing token usage with routing and caching. | · | tweet ↗ |
| 2026-06-25 | MU | @EugeneNg | -0.15 | Micron earnings reflections raise caution that memory efficiency and SCA collars may cap upside. | -19.6% | tweet ↗ |
| 2026-06-24 | · | @EugeneNg | · | WSJ chart notes US nuclear generation has been flat over 25 years while gas/renewables offset coal decline. | · | tweet ↗ |
| 2026-06-24 | · | @EugeneNg | · | Compares US stock-market concentration with global markets and says US ranks third-lowest. | · | tweet ↗ |
| 2026-06-24 | · | @EugeneNg | · | JPMAM says MSCI EM outperformance is largely from TSMC, Samsung, and SK Hynix. | · | tweet ↗ |
| 2026-06-23 | MU | @EugeneNg | -0.20 | Bernstein models Samsung, SK Hynix, and Micron EPS peaking near end-2027 and declining after 2028. | -7.2% | tweet ↗ |
| 2026-06-22 | AMZN | @EugeneNg | +0.25 | Discussion says Google/Amazon use NVIDIA GPUs internally while locking customers into TPUs/Trainium. | +4.2% | tweet ↗ |
| 2026-06-22 | · | @EugeneNg | · | Says BCG chart explains why author avoids investing in airlines due to utilization/profit risk. | · | tweet ↗ |
| 2026-06-20 | SPOT | @EugeneNg | +0.65 | Spotify gained ex-China/Russia share while Apple and Amazon Music bled share; YouTube gained. | +3.8% | tweet ↗ |
| 2026-06-20 | AMZN | @EugeneNg | -0.45 | Spotify gained ex-China/Russia share while Apple and Amazon Music bled share; YouTube gained. | -0.7% | 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.