Author
@goodalexander goodalexander
grade Ax.com/goodalexander ↗
Practitioner-trader turning first-hand AI-agent reality into hedged second-order macro trades
Original analyst and active long/short trader who builds the
trader score
+0.45
hit rate
50%
mean α
+0.25%
signals 14d
14
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 18 scored bets: 50% hit rate, +0.25% mean alpha, trader score +0.45. Their last-14d mentions, direction-adjusted, have moved -10.4% since posting (mean over 10 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSM | @goodalexander | +0.20 | Attributes the selloff to geopolitical contagion rather than AI fundamentals. | +1.4% | tweet ↗ |
| 2026-10-16 | TSLA | @goodalexander | -0.40 | Notes Tesla falling 5% after demonstrating flying-car technology. | +4.9% | tweet ↗ |
| 2026-10-16 | WMT | @goodalexander | -0.40 | Favors SK hynix's low multiple and high growth over Walmart's valuation profile. | +0.9% | tweet ↗ |
| 2026-10-16 | SKHY | @goodalexander | +0.65 | Favors SK hynix's low multiple and high growth over Walmart's valuation profile. | +0.4% | tweet ↗ |
| 2026-10-15 | · | @goodalexander | · | Interprets an article as evidence that AI safety is possible without slowing frontier progress. | · | tweet ↗ |
| 2026-10-14 | · | @goodalexander | · | Presents a six-stage thesis for AI agents driving crypto adoption, data ownership, and on-chain finance. | · | tweet ↗ |
| 2026-10-08 | · | @goodalexander | · | Links accelerating math, crypto-security fears, rates and an oil shock to political change | · | tweet ↗ |
| 2026-10-04 | SFTBY | @goodalexander | +0.50 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | -34.8% | tweet ↗ |
| 2026-10-04 | IGV | @goodalexander | -0.70 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | +2.0% | tweet ↗ |
| 2026-10-04 | EWY | @goodalexander | +0.50 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | -21.2% | tweet ↗ |
| 2026-10-04 | GOOGL | @goodalexander | +0.50 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | -6.8% | tweet ↗ |
| 2026-10-04 | ACN | @goodalexander | -0.60 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | +25.4% | tweet ↗ |
| 2026-10-04 | NVDA | @goodalexander | +0.60 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | -9.8% | tweet ↗ |
| 2026-10-04 | · | @goodalexander | · | Buy them weeks before they skyrocket. — Explicit forward buying advice, but the securities are unavailable without linked context. | · | 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.