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
-1.02
hit rate
35%
mean α
-0.41%
signals 14d
15
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, -0.41% mean alpha, trader score -1.02. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | QXO | @GabGrowth | +0.05 | Notes QXO is down about 47% YTD while highlighting its CEO's acquisition record. | -1.2% | tweet ↗ |
| 2026-10-10 | META | @GabGrowth | +0.45 | Identifies Meta at a $300 billion valuation as a standout historical investment opportunity. | -10.6% | tweet ↗ |
| 2026-10-08 | SE | @GabGrowth | +0.25 | Discusses how PE framing can make SE appear attractively valued despite its prior low profitability. | -19.7% | tweet ↗ |
| 2026-10-08 | CRWV | @GabGrowth | -0.35 | Calls CRWV a binary bet amid heavy selling, execution risk, debt and uncertain shareholder returns. | -33.5% | tweet ↗ |
| 2026-10-08 | RBRK | @GabGrowth | -0.35 | Still likes RBRK's business and management but dislikes its valuation after growth expectations decelerated. | +6.5% | tweet ↗ |
| 2026-10-08 | SE | @GabGrowth | -0.40 | DBS downgrades Sea to Hold from Buy and cuts its target to $105 from $148. | -19.7% | tweet ↗ |
| 2026-10-08 | · | @GabGrowth | · | Author says memory stocks' low multiples reflect unavoidable industry conditions. | · | tweet ↗ |
| 2026-10-08 | · | @GabGrowth | · | SGX reduced selected stock lot sizes from 100 to 10, lowering minimum capital by 90%. | · | tweet ↗ |
| 2026-10-08 | · | @GabGrowth | · | Author warns Singapore retail investors chased major banks after large YTD gains. | · | tweet ↗ |
| 2026-10-07 | SE | @GabGrowth | +0.45 | Explains Sea's ecosystem lending advantage, expansion beyond Shopee, and credit-risk considerations. | -21.2% | tweet ↗ |
| 2026-10-07 | NFLX | @GabGrowth | -0.60 | Author says addictive competing video content is bad news for Netflix because all viewing competes for time. | -5.5% | tweet ↗ |
| 2026-10-07 | GRAB | @GabGrowth | +0.30 | Clarifies that Anthony's $30M purchase increased his Grab holdings by about 10%, not 2,500%. | -9.4% | tweet ↗ |
| 2026-10-05 | · | @GabGrowth | · | Notes an autonomous-vehicle rollout has only 10 units and is targeting 50 by year-end. | · | tweet ↗ |
| 2026-10-04 | AMZN | @GabGrowth | +0.35 | Argues Amazon has demonstrated customer willingness to pay for convenience and reliability. | -1.4% | tweet ↗ |
| 2026-10-04 | APP | @GabGrowth | -0.40 | Argues APP deserves a margin-of-safety discount because moat durability and growth predictability are uncertain. | -3.0% | 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.