@goodalexander
Unranked
—Score
Not ranked at this close-3.5%return · 30D
$1,000 follows their calls into $965
VT $992
Sep 9Oct 7
- Win rate
- 29%
- Streak
- —
- Best call
- No call read in the last 30 days
Basket now
5 positions · Oct 7- ARKG3%
Unranked
$1,000 follows their calls into $965
goodalexander@goodalexanderWent on Threadguy, pitched Biotech (ARKG) long vs Google. Double digit outperformance since then. Took off Google short and rotated into MSFT CRM shorts due to googles new model
goodalexander@goodalexanderI increasingly think the confluence of consultants and AI is “the main show” In 2025 I wrote the “Big Rug” where I argued that AI was going to destroy software and IT services and managed to realize that wasn’t going to happen before the grenade went off The first leg of the
goodalexander@goodalexanderBitcoin can’t go down with a war and Saylor selling Z cash can’t go down with a p0 privacy bug discovered by AI ETH books Robinhood after Vitalik disavows gambling as a valid use case The night is darkest before the dawn. Bitches
goodalexander@goodalexanderI increasingly thing the confluence of consultants and AI is “the main show” In 2025 I wrote the “Big Rug” where I argued that AI was going to destroy software and IT services and managed to realize that wasn’t going to happen before the grenade went off The first leg of the
