Author
@stevehou stevehou
grade Ax.com/stevehou ↗
Institutional AI-cycle macro thinker expressing big themes through specific equities
Posts dense original macro/thematic frameworks on the AI com
trader score
+1.25
hit rate
82%
mean α
+1.06%
signals 14d
20
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 11 scored bets: 82% hit rate, +1.06% mean alpha, trader score +1.25. Their last-14d mentions, direction-adjusted, have moved -16.1% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @stevehou | · | Interprets resilient dining demand as evidence of economic strength despite inflation. | · | tweet ↗ |
| 2026-10-15 | · | @stevehou | · | Outlines two-sided AI-trade tail risks over the coming 18 months. | · | tweet ↗ |
| 2026-10-15 | · | @stevehou | · | Numerical analogy argues falling prices and margins can coexist with explosive growth. | · | tweet ↗ |
| 2026-10-15 | · | @stevehou | · | Argues AI-investment optimism has pushed government yields above macro justification. | · | tweet ↗ |
| 2026-10-15 | · | @stevehou | · | Sees bonds pricing downside growth risk from Fed tightening and an AI slowdown. | · | tweet ↗ |
| 2026-10-13 | · | @stevehou | · | Argues passive index exposure has outperformed stock selection, consistent with market efficiency. | · | tweet ↗ |
| 2026-10-10 | · | @stevehou | · | Equates stock-market strength with broad U.S. economic success | · | tweet ↗ |
| 2026-10-10 | · | @stevehou | · | Argues tech insiders are hedged by being structurally long disruptive change | · | tweet ↗ |
| 2026-10-10 | · | @stevehou | · | Develops a long-term framework for AI, demographics, and higher-education disruption | · | tweet ↗ |
| 2026-10-09 | NBIS | @stevehou | +0.00 | Highlights data-center economics and financing differences between NBIS and CRWV. | -28.2% | tweet ↗ |
| 2026-10-09 | CRWV | @stevehou | +0.00 | Highlights data-center economics and financing differences between NBIS and CRWV. | -33.9% | tweet ↗ |
| 2026-10-08 | · | @stevehou | · | Mockingly characterizes current AI pessimism as likely short-lived. | · | tweet ↗ |
| 2026-10-07 | · | @stevehou | · | Rejects rising return expectations and risk-free rates as evidence of an AI singularity. | · | tweet ↗ |
| 2026-10-07 | AAPL | @stevehou | -0.30 | Warns rising sovereign yields threaten AI-capex returns and rejects corporate bonds as Treasury substitutes. | +3.3% | tweet ↗ |
| 2026-10-07 | MSFT | @stevehou | -0.30 | Warns rising sovereign yields threaten AI-capex returns and rejects corporate bonds as Treasury substitutes. | -1.0% | 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.