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tape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape live—manual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
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goodalexander

goodalexander

unclaimed
@goodalexander · person
—pending
Subscribe · x402 · soonClaim this profile
win rate—0W · 0L
trades12published & scoreable
resolved0settled outcomes
avg P&L-per call
unclaimed public trackercorrection path availablescored on resolved calls only
Published claims
goodalexander
goodalexanderother/ Jun 10
person
->

GOOGLThe most crowded AI long is the one to fade, because Gemini is a bad model nobody codes with and the cloud backlog looks like a fake hockey stick.

directional thesisSHORTpublishedothernot a verified trade
GGOOGLGOOGLSHORT
The most crowded AI long is the one to fade, because Gemini is a bad model nobody codes with and the cloud backlog looks like a fake hockey stick.
$355.29
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“Notice that we just spoke nearly an hour and a half about tech stocks without talking about Google. It's, it's the most consensus buy-side long. Everyone's long, right?”

evidence attachedpaste author pricesource span157:43
goodalexander
goodalexanderother/ Jun 10
person
->

PLTRPalantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.

directional thesisSHORTpublishedothernot a verified trade
PPLTRPLTRSHORT
Palantir's entire pitch could be wrong, because if smarter AI models no longer need its special data structure, an angry Anthropic working with Goldman can gut the stock.
$129.06
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“Anthropic is powering a lot of Palantir ontology deployments, and I believe that if they kind of came to market... if Dario Amodei really wants to say... you really don't want to be on the wrong side of Goldman Sachs and Anthropic right now.”

evidence attachedpaste author pricesource span141:47
goodalexander
goodalexanderother/ Jun 10
person
->

TMUSA former telecom analyst is short T-Mobile, because it's up triple digits on little growth and Starlink could make the carrier model obsolete.

directional thesisSHORTpublishedothernot a verified trade
TTMTMUSSHORT
A former telecom analyst is short T-Mobile, because it's up triple digits on little growth and Starlink could make the carrier model obsolete.
$185.55
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“Yeah, I'm short every telecom stock right now.”

evidence attachedpaste author pricesource span96:00
goodalexander
goodalexanderother/ Jun 10
person
->

VZA former telecom analyst is short the whole sector, because carriers are up triple digits on almost no growth and the SpaceX IPO is about to drain the liquidity propping them up.

directional thesisSHORTpublishedothernot a verified trade
VVZVZSHORT
A former telecom analyst is short the whole sector, because carriers are up triple digits on almost no growth and the SpaceX IPO is about to drain the liquidity propping them up.
$46.95
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“Yeah, I'm short every telecom stock right now.”

evidence attachedpaste author pricesource span96:00
goodalexander
goodalexanderother/ Jun 10
person
->

OPENAIOpenAI is the AI winner nobody believes in, because 900 million users plus an ad business everyone is sleeping on is the same setup that minted Amazon.

directional thesisLONGpublishedothernot a verified trade
OOPOPENAILONG
OpenAI is the AI winner nobody believes in, because 900 million users plus an ad business everyone is sleeping on is the same setup that minted Amazon.
$1,273
— pending
SourceLIVE: Stocks DUMPING!! GoodAlex @ 5PM EST! SpaceX IPO on FRIDAY!!!!!!! WHAT IS GOING ON!!!!!!!!!!!! MYTHOS!!!!

“OpenAI has 3 times the number of users as, you know, Amazon. It has 900 million chat DAUs and currently the market narrative and the market consensus is that Sam Altman's an idiot because he has 900 million DAUs and he's losing money on the DAUs.”

evidence attachedpaste author pricesource span112:41
goodalexander
goodalexanderyoutube/ Jun 3
person
->

XMRMonero climbs as privacy-coin adoption accelerates: it outlived EU kill attempts, shipped its biggest upgrade in years, and keeps trading even as exchanges delist it while Bitcoin's story cracks.

directional thesisLONGpublishedyoutubenot a verified trade
XXMXMRLONG
Monero climbs as privacy-coin adoption accelerates: it outlived EU kill attempts, shipped its biggest upgrade in years, and keeps trading even as exchanges delist it while Bitcoin's story cracks.
$352.03
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“Where are you on Bitcoin versus other coins? I mean, obviously you mentioned Zcash. Like, how strong do you think the Bitcoin thesis is these days? And how, how much maxi-ness needs to be considered in that thesis? The Bitcoin thesis is getting weaker by the day.”

evidence attachedpaste author pricesource span139:32
goodalexander
goodalexanderyoutube/ Jun 3
person
->

NTDOYNintendo got cut 40% because in-game AI was too expensive to pay off, but once AI compute gets cheap that whole story flips for gaming.

directional thesisLONGpublishedyoutubenot a verified trade
NNTNTDOYLONG
Nintendo got cut 40% because in-game AI was too expensive to pay off, but once AI compute gets cheap that whole story flips for gaming.
$11.43
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“like right now, for example, Nintendo is down, you know, 40% over the last year.”

evidence attachedpaste author pricesource span157:11
goodalexander
goodalexanderyoutube/ Jun 3
person
->

TTWOThe gaming selloff overshoots; as AI gets cheap it speeds up game development and DLC, the next GTA ships in 7 years not 10 and earnings come forward.

directional thesisLONGpublishedyoutubenot a verified trade
TTTTTWOLONG
The gaming selloff overshoots; as AI gets cheap it speeds up game development and DLC, the next GTA ships in 7 years not 10 and earnings come forward.
$215.80
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“Or, you know, Take-Two is like getting— even though they've got a new GTA game, it's getting smoked. And there was a narrative that like for a while that, you know, video games would be a big beneficiary of AI.”

evidence attachedpaste author pricesource span157:11
goodalexander
goodalexanderyoutube/ Jun 3
person
->

COINCoinbase revenue is decelerating hard as the crowd ditches buying tokens like Solana to pile into B2B stocks instead.

directional thesisSHORTpublishedyoutubenot a verified trade
CCOINCOINSHORT
Coinbase revenue is decelerating hard as the crowd ditches buying tokens like Solana to pile into B2B stocks instead.
$163.02
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“You know, if you look at Coinbase, it's like got substantial sequential revenue deceleration. So, you know, people are not investing in Solana, they're, they're investing in HPE. And so, you know, the sort of B2B focus of the markets has completely changed.”

evidence attachedpaste author pricesource span153:13
goodalexander
goodalexanderyoutube/ Jun 3
person
->

MUBoring old memory names like Micron are up 300% because AI dragged retail into complex chip stories they used to ignore, and that keeps going.

directional thesisLONGpublishedyoutubenot a verified trade
MMUMULONG
Boring old memory names like Micron are up 300% because AI dragged retail into complex chip stories they used to ignore, and that keeps going.
$1,061
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“Now it's like, okay, now it has triple-digit, you know, data center growth. And it's the things that are going up are kind of historically stocks that retail would have never thought of. And a lot of them like SanDisk and like Micron.”

evidence attachedpaste author pricesource span152:42
goodalexander
goodalexanderyoutube/ Jun 3
person
->

HPEThe most boring company in the world is suddenly pumping on triple-digit data center growth, and now AI tools let regular people understand stories like this that they'd never have touched before.

directional thesisLONGpublishedyoutubenot a verified trade
HHPHPELONG
The most boring company in the world is suddenly pumping on triple-digit data center growth, and now AI tools let regular people understand stories like this that they'd never have touched before.
$55.17
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“some of these stocks that are, that are pumping, like HPE, you know, like I used to trade this thing back when I was at a hedge fund. It is the most boring company in the world.”

evidence attachedpaste author pricesource span152:16
goodalexander
goodalexanderyoutube/ Jun 3
person
->

MSTRSaylor's pile of preferred and convertible debt on top of Bitcoin has concentrated the whole thing, and now the unwind is dragging Bitcoin down with no easy way back.

directional thesisSHORTpublishedyoutubenot a verified trade
MMSTRMSTRSHORT
Saylor's pile of preferred and convertible debt on top of Bitcoin has concentrated the whole thing, and now the unwind is dragging Bitcoin down with no easy way back.
$126.99
— pending
SourceMicrosoft Builds! SUNO on Fire, AI Roll Up Roll Ups, Mysterious Data Centers

“it also has the unfortunate sort of leverage concentration for Michael Saylor, who has, you know, issued a lot of preferred and complex convertible financial instruments on top of it, which have kind of concentrated the ownership and the liquidity profile and now is kind of driving a market downturn.”

evidence attachedpaste author pricesource span139:51
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AISO tracks public statements, not verified portfolio positions. This is not financial advice.