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
-0.75
hit rate
42%
mean α
-0.41%
signals 14d
27
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 19 scored bets: 42% hit rate, -0.41% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved +1.0% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MPGNY | @EugeneNg | +0.70 | Maintains a bullish long-term Meituan thesis despite near-term competition and subsidy pressure. | · | tweet ↗ |
| 2026-08-28 | MPGNY | @EugeneNg | +0.60 | Reports Meituan Q2 FY2026 revenue and sharply improving profit metrics with positive commentary. | · | tweet ↗ |
| 2026-08-28 | · | @EugeneNg | · | Frames long-term market returns as earnings-driven while short-term moves depend on valuation changes. | · | tweet ↗ |
| 2026-08-28 | · | @EugeneNg | · | Endorses owning equity as the vehicle for upside rather than debt. | · | tweet ↗ |
| 2026-08-26 | CRWD | @EugeneNg | +0.70 | Reports CrowdStrike Q2 growth, broad metric outperformance and raised FY2027 ARR, revenue and profit guidance. | +15.4% | tweet ↗ |
| 2026-08-26 | NVDA | @EugeneNg | +0.20 | Balances Nvidia's long-term AI moat against softer hyperscaler growth and greater neocloud financing risk. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @EugeneNg | +0.70 | Reports Nvidia Q2 revenue of $96.2B and guidance for $108B Q3 revenue and 70% FY2028 growth. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @EugeneNg | · | JPM and Gartner chart forecasts rising software and data-center shares of technology spending. | · | tweet ↗ |
| 2026-08-24 | NVDA | @EugeneNg | +0.10 | Argues contract manufacturing causes US exports, the current account and GDP to understate domestic value-add. | +4.4% | tweet ↗ |
| 2026-08-24 | AAPL | @EugeneNg | +0.10 | Argues contract manufacturing causes US exports, the current account and GDP to understate domestic value-add. | +3.0% | tweet ↗ |
| 2026-08-23 | · | @EugeneNg | · | Argues enterprises will increasingly route tasks across multiple AI models to avoid lock-in. | · | tweet ↗ |
| 2026-08-23 | · | @EugeneNg | · | Bernstein survey finds double-ordering among at least half of North American data-center buyers. | · | tweet ↗ |
| 2026-08-23 | · | @EugeneNg | · | Chart contrasts open-source token share with closed-source share of LLM spending. | · | tweet ↗ |
| 2026-08-23 | · | @EugeneNg | · | Predicts LLM revenues and profits will concentrate among a small number of dominant providers. | · | tweet ↗ |
| 2026-08-23 | · | @EugeneNg | · | Warns that collateralized fund obligations may repackage private-market liquidity and credit risks. | · | 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.