goodalexander — sniff.trade

goodalexander

13 episodes · 20 trades · 1 speakers

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TRACKED TRADES

@goodalexander

4w

Don’t let the narrative of “permanent underclass” stop you from trying Defeatism does…

IDEAS · 3

CTSCTSHSHORTAI open-source disruption is starting to bend Cognizant's billings curve down, with revenue cliff still ahead.$54.00-36.34%›SHOSHOPLONGAI agent discovery and agentic drop-shipping 2.0 expand Shopify's seller base, driving major margin expansion for private label brands on its platform.$114.31-1.19%›GOOGOOGLSHORTAI search from Anthropic and OpenAI fractures Google's keyword-ad monopoly, fragmenting ad markets and cutting discovery costs for sellers.$360.76-5.19%›

@goodalexander

4w

Everyone has the wrong frame It’s not closed source vs open source It’s token spend…

IDEAS · 2

ACNACNSHORTAI token spend structurally replaces developer headcount, gutting IT consulting revenue at firms like Accenture$166.98-28.16%›NVDNVDALONGAI capex debt-financed at ZIRP creates a self-sustaining spending loop that keeps GPU demand structurally elevated$199.01+4.00%›

@goodalexander

1mo

GPT‑5.6 is priced per 1M tokens across three model sizes: Sol is $5 input / $30 output;…

IDEAS · 2

CBRCBRSLONGOpenAI names Cerebras as the hardware partner for GPT-5.6 Sol at 750 tok/s in July, making it a direct revenue catalyst$200.54+12.51%›MSFMSFTLONGGPT-5.6's tiered pricing and broad rollout in coming weeks drives Azure OpenAI API revenue through Microsoft's exclusive cloud partnership$471.10+28.77%›

@goodalexander

1mo

if I were Saylor I'd issue equity and sell BTC to raise $6.5+B ASAP the ppl who own S…

IDEAS · 2

STRSTRCSHORTSTRC preferred is one more BTC drawdown from an unrecoverable depeg to $50, which would be structurally terminal$90.21-20.66%›MSTMSTRSHORTSaylor must dilute MSTR shareholders with massive equity issuance and BTC sales to fund preferred obligations, trapping common equity holders$90.99-9.82%›

@goodalexander

1mo

STRC dropped 14.79% this month For STRC to annually yield 14.79% it’d need to hit 77.…

IDEAS · 1

STRSTRCSHORTSTRC's yield math requires 10-40% more downside before the risk/reward makes sense for any buyer$90.21-4.92%›

@goodalexander

1mo

Still early https://t.co/fhdq1nJcus

IDEAS · 1

BIRBIRDLONGAllbirds AI rebrand to Smartbird with credible AI CEO hire is still early in its narrative re-rating$2.24-57.32%›

@goodalexander

1mo

Accenture being down 50% ytd while their headcount is up a couple % sums everything up …

IDEAS · 1

ACNACNSHORTAccenture headcount growing while peers cut via AI; EPS shocks will accelerate the -50% YTD slide$166.98-32.18%›

@goodalexander

1mo

You could argue that GLM 5.2 is a “Deepseek moment” but this model is expensive $140/…

IDEAS · 2

AMZAMZNLONGAnthropic's regulatory capture strategy locks out Chinese AI models, letting it charge 30x markups — AMZN's $25B+ Anthropic stake captures that pricing power directly$265.91+8.40%›NVDNVDALONGRunning frontier Chinese models like GLM 5.2 requires 8x H200 GPUs at $30k+/month — sustained high-end GPU demand keeps Nvidia's data center business at full throttle$199.01-6.84%›

@goodalexander

1mo

Man. https://t.co/b4qLfX1t28

IDEAS · 2

CRWCRWDSHORTAI autonomously cracked every NSA classified system in hours, making legacy signature-based cyber defenses structurally obsolete$190.57+72.39%›PLTPLTRLONGAnthropic's model ban locks out a rival and routes government AI spending to Palantir, the only DOD-cleared AI platform already embedded in classified networks$124.73-2.17%›

@goodalexander

1mo

I’m a lot less concerned after watching this Trump, as always, has reverted to his na…

IDEAS · 1

GOOGOOGLLONGTrump's Anthropic détente lifts regulatory overhang; Google, Anthropic's largest institutional backer, is the direct public-market winner.$360.76+0.34%›

@goodalexander

1mo

All of these "Exit Taxes" and unrealized gain taxes are up only for the next decade. To…

IDEAS · 1

BTCBTCLONGCBDCs + exit taxes destroy fiat trust; Bitcoin is the primary beneficiary as the only censorship-resistant store of value$62,926.50+0.37%›

@goodalexander

1mo

Z AI (stock 2513 HK +26% last night in Asia) announcing they’ll drop open source Fable …

IDEAS · 1

2512513.HKLONGZ AI surges on open-source Fable launch and US export controls that make Chinese open-source AI the global default.$1,006.98-52.69%›

@goodalexander

1mo

Accenture stock is down 14% pre market on revenue deceleration / book to bill dynamics …

IDEAS · 1

ACNACNLONGACN sold off 14% on AI-displacement fears but cash flow is positive, headcount is growing, and utilization is 93% — the selloff is an overreaction.$166.98+26.99%›