Alexander Good 5.0 107 ideas
Author, Good Alexander (Substack)
ⓘ Each mention is one idea
After 1 day
44%winrate
-0.7% avg
35W / 45L · 80/16 ideas
After 1 week
60%winrate
+0.5% avg
40W / 27L · 67/16 ideas
After 1 month
46%winrate
+1.2% avg
26W / 30L · 56/16 ideas
After 3 months
N/A
4/15 min ideas
By sector
Crypto
38 ideas
-4.5%
ETF
33 ideas
+0.2%
Stock
28 ideas
+8.5%
private
3 ideas
unresolved
3 ideas
equity
1 ideas
currency
1 ideas
-1.3%
Top tickers (by frequency)
BTC
15 ideas
14% W
-6.7%
SPY
9 ideas
17% W
-2.5%
ETH
7 ideas
0% W
-0.6%
NET
6 ideas
100% W
+19.4%
QQQ
4 ideas
33% W
-3.4%
Best and worst calls
Best calls
NET LONG
+36.1%
The stock's 9% intraday drop is an overreaction to a non-committal analyst "thought piece," creating a high probability ...
Feb 23
PLTR SHORT
+13.6%
The author is short Palantir due to potential government/reputational risk and its "meme stock" status in the face of co...
Mar 12
VGK SHORT
+8.6%
The author is expressing a bearish view on European equities as the short leg of a pairs trade against a long position i...
Feb 23
Worst calls
IJH SHORT
-0.4%
The author is short mid-cap/industrial stocks as the other side of a pairs trade, betting that the physical economy will...
Mar 06
FSLR LONG
+0.5%
The author is long solar (FSLR) based on a political catalyst ("blue wave").
Mar 12
SPY SHORT
+2.0%
The author has initiated a short position on the S&P 500, citing market froth, stress from parabolic oil prices, and pot...
Mar 06
Capital flight into crypto assets.
Deteriorating fiscal conditions globally, rising taxation and money printing, and declining trust in governance will drive capital flight from traditional systems. Wealthy individuals will move money into crypto assets like Bitcoin as a hard, portable store of value.
Author, Good Alexander (Substack)
MicroStrategy structure enables BTC buying.
Michael Saylor's MicroStrategy has engineered a yield-inflow machine through STRC convertible prep shares based on MNAV, which allows perpetual Bitcoin buying by issuing bonds to retirees. This mechanical inflow props up Bitcoin and creates a self-reinforcing flywheel.
Author, Good Alexander (Substack)
Short S&P after SpaceX IPO.
The SpaceX IPO (and subsequent OpenAI/Anthropic IPOs) will dump up to $4 trillion of liquidity onto the equity market and likely be fast-tracked into passive indices. After the fees are extracted and the speculative peak is reached, equities will see a generational top, making shorting the S&P 500 highly profitable.
Author, Good Alexander (Substack)
Alibaba undervalued due to open-source AI.
Chinese open-source AI models like Qwen (from Alibaba) are now competitive with closed-source models, enabling local inference and crypto AI. Alibaba's stock is hated and undervalued despite this competitive advantage, and the model release is as consequential as Llama. This creates a buying opportunity in BABA.
Author, Good Alexander (Substack)
SpaceX IPO will mark generational equity top.
Equities will remain in a massive bull market driven by speculative excess until the multi-trillion dollar SpaceX IPO, which will suck liquidity out of the market and mark a generational top, presenting a massive short opportunity afterward.
Author, Good Alexander (Substack)
Knowledge Atlas offers superior Chinese AI models.
Knowledge Atlas Technology Company (2513.HK) has developed GLM 5.1, which is an amazing model that outperforms Opus in chat, making the stock an attractive play on Chinese AI capabilities.
Author, Good Alexander (Substack)
Alibaba's Qwen model signals unrecognized AI potential.
Alibaba is deeply hated due to CCP governance issues, but its release of the highly capable Qwen model signals massive unrecognized AI potential, making it a strong contrarian long.
Author, Good Alexander (Substack)
Capital flight and Saylor inflows support Bitcoin.
Bitcoin and crypto will be supported in the near term by Michael Saylor's massive yield-driven inflows, and in the long term by capital flight from G10 nations due to worsening fiscal situations, taxation, and money printing.
Author, Good Alexander (Substack)
Open-source AI models are catching closed-source.
Open-source and Chinese AI models are rapidly catching up to or exceeding closed-source models like Opus in efficiency and performance, which is a massive gamechanger not yet priced in by the market.
Author, Good Alexander (Substack)
Privacy coins prove resilient against regulatory attacks.
Privacy coins like Monero and Zcash have survived coordinated attacks and exchange delistings, proving their resilience and utility for capital flight in increasingly restrictive financial regimes.
Author, Good Alexander (Substack)
Buy SoftBank to gain leveraged exposure to OpenAI's growth, as SoftBank's Vision Fund holds a substantial stake that should benefit from AI scaling.
SFTBY
MED
Apr 23, 20:11
Author, Good Alexander (Substack)
Buy INTC on accelerating revenue growth and capital discipline, indicating margin expansion and improving free cash flow that justifies continued rerating.
INTC
MED
Apr 23, 20:08
Author, Good Alexander (Substack)
The investor is taking an aggressive long position in Alibaba, indicating strong confidence in the stock's future price appreciation.
BABA
Apr 22, 15:49
Short SoftBank Group against the Nikkei 225 index (via futures/ETFs like NKY) in a relative value pair trade, anticipating company-specific underperformance versus the broader Japanese market.
9984
MED
Apr 22, 01:12