@goodalexander 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
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 18 scored bets: 56% hit rate, +0.25% mean alpha, trader score +0.54. Their last-14d mentions, direction-adjusted, have moved -5.2% since posting (mean over 5 mentions with price data).
The author is focused on open-weight AI models, especially GLM 5.2 and Z AI, arguing they change GPU economics, model-marketplace economics, and dependence on major labs. They are skeptical of crypto-adjacent financial products, particularly STRC, and flagged ACN weakness as a negative services readout. No explicit trades or position disclosures appeared in the payload.
The author’s concentration sits in open-weight AI models and their economic impact, with 2513.HK the only clearly bullish ticker-linked exposure. Bearishness is concentrated in STRC skepticism and the ACN earnings read-through, while XRP and TRUMP appear as skeptical crypto-framework comments rather than trade calls. There are no explicit adds, trims, exits, or position disclosures in the window.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | · | @goodalexander | · | Criticizes Saylor's BTC/stock management, citing -$14.5B PNL track record. | · | tweet ↗ |
| 2026-06-28 | SHOP | @goodalexander | +0.40 | Long framework on AI enabling bootstrappers, pressuring legacy services, and helping Shopify/private labels. | +2.2% | tweet ↗ |
| 2026-06-28 | ACN | @goodalexander | -0.40 | Long framework on AI enabling bootstrappers, pressuring legacy services, and helping Shopify/private labels. | +6.5% | tweet ↗ |
| 2026-06-28 | AMZN | @goodalexander | +0.20 | Long framework on AI enabling bootstrappers, pressuring legacy services, and helping Shopify/private labels. | +4.3% | tweet ↗ |
| 2026-06-28 | · | @goodalexander | · | Frames AI capex payoff as token spend replacing dev hiring and causing unemployment. | · | tweet ↗ |
| 2026-06-25 | · | @goodalexander | · | Benchmark found advertised 328 TPS was actually 58 TPS. | · | tweet ↗ |
| 2026-06-25 | MSTR | @goodalexander | -0.70 | Saylor should issue equity and sell BTC to raise $6.5B+ ASAP. — Author says MSTR should raise $6.5B+ via equity and BTC sales to fix STRC risk. | +18.1% | tweet ↗ |
| 2026-06-23 | ACN | @goodalexander | -0.70 | Bearish on Accenture management for not replacing employees with AI, predicting earnings downside. | +8.1% | tweet ↗ |
| 2026-06-20 | · | @goodalexander | · | Open-weight model capability changes economics for GPUs, chip marketplaces, financing, and crypto mining. | · | tweet ↗ |
| 2026-06-19 | · | @goodalexander | · | Author is less concerned after watching Trump revert to pro-stocks messaging. | · | 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.