Author
@GabGrowth GabGrowth
grade Ax.com/GabGrowth ↗
Bottom-up EM/growth-tech analyst with deep KPI theses on SEA platforms and stablecoins
Publishes detailed fundamental long theses and watchlists on
trader score
+1.00
hit rate
50%
mean α
+0.49%
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 20 scored bets: 50% hit rate, +0.49% mean alpha, trader score +1.00. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CRCL | @GabGrowth | -0.20 | Jokingly suggests buying CRCL to support another user's club rather than offering a genuine call. | — | tweet ↗ |
| 2026-08-28 | CRCL | @GabGrowth | -0.80 | Explicitly states a bearish view on CRCL. | — | tweet ↗ |
| 2026-08-27 | PYPL | @GabGrowth | -0.55 | Sarcastically describes PayPal as repeatedly delivering negative surprises. | -12.7% | tweet ↗ |
| 2026-08-27 | NVDA | @GabGrowth | +0.40 | Dismisses negative NVIDIA reactions as excessive coping, implying a bullish stance. | -4.6% | tweet ↗ |
| 2026-08-26 | FICO | @GabGrowth | +0.25 | Tentatively views a regulatory development as promising for FICO. | +1.8% | tweet ↗ |
| 2026-08-26 | DLO | @GabGrowth | +0.15 | General Atlantic reduced its DLO holding by 21%, which the author views as healthy for liquidity. | -2.1% | tweet ↗ |
| 2026-08-25 | SE | @GabGrowth | +0.60 | Argues Shopee's logistics position creates a durable moat as SEA delivery converges into a duopoly. | -3.1% | tweet ↗ |
| 2026-08-25 | SE | @GabGrowth | +0.55 | Says TikTok Shop's lack of an owned logistics service gives Shopee a decades-long moat opportunity. | -3.1% | tweet ↗ |
| 2026-08-25 | SE | @GabGrowth | +0.50 | Reports SPX gaining SEA logistics share and ranking second while competitors lose share. | -3.1% | tweet ↗ |
| 2026-08-25 | SE | @GabGrowth | +0.55 | Contrasts slowing TikTok Shop logistics volumes with steady Shopee GMV growth, favoring SE. | -3.1% | tweet ↗ |
| 2026-08-24 | OUST | @GabGrowth | -0.25 | Discloses an existing position but says valuation is extreme and cutting is likelier than adding. | -3.2% | tweet ↗ |
| 2026-08-24 | GRAB | @GabGrowth | +0.65 | Calls GRAB a core long-term holding with attractive valuation and a constructive thesis. | +2.6% | tweet ↗ |
| 2026-08-24 | AXON | @GabGrowth | +0.70 | Discloses AXON as an 8% core holding with 9/10 conviction but valuation concerns. | +0.5% | tweet ↗ |
| 2026-08-24 | · | @GabGrowth | · | Cut the 15-stock portfolio toward 10-12 names, potentially exiting deteriorating holdings. — States intent to reduce portfolio breadth and lean toward fully cutting weakened holdings. | · | tweet ↗ |
| 2026-08-24 | HD | @GabGrowth | -0.10 | Says the referenced firm's clients are unlikely to buy Walmart or Home Depot. | -2.1% | 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.