Asymmetric Bets ✓

@UncleAlpha007 · New York, USA · joined 03 Jul 2023

10 Year Hedge Fund Analyst | Private Company CFO | Sharing idiosyncratic stock ideas with accelerating fundamentals | NFA DYOD

14 541Followers

1 934Following

1 923Posts total

253.5KViews on collected posts

Последние посты

Asymmetric Bets ✓@UncleAlpha00721 Sep

$fnma $fmcc Post midterms is the perfect time to do the ERCF/SPS ammendment? Why? Because mortgage rates are high due to the war. You make the SPS/ERCF move when things look bleak, then when they improve and rates come down, you take all the credit due to ERCF/SPS. This is 1.4K views · 4 likes · 0 reposts · 0 replies Open on X →

Asymmetric Bets ✓@UncleAlpha00719 Sep

Michael Mauboussin @mjmauboussin is one of the very best teachers of investing - he recently put out a great piece on the ROIIC of hyperscalers, which I would encourage people to read -- Free on Morgan Stanely' website: "Counterpoint Global Insights To Free or Not to Free (Cash 7.8K views · 113 likes · 7 reposts · 3 replies Open on X →

Asymmetric Bets ✓@UncleAlpha00719 Sep

$brun 1.6K views · 6 likes · 0 reposts · 0 replies Open on X →

Asymmetric Bets ✓@UncleAlpha00719 Sep

Prediction: within 12 months, top three models will be open source. Economic winners will be the American clouds that serve them: Nebius Baseten Together Fireworks 57K views · 143 likes · 16 reposts · 33 replies Open on X →

Asymmetric Bets ✓@UncleAlpha00717 Sep

So random bot swarms are self-replicating across the internet and we’re all gunna die? lol. This is the stupidest shit I’ve ever heard. Bots cannot just self replicate without compute. They run on someone’s compute. They can be turned off. Case closed. Embarrassing for Andrew 2.8K views · 10 likes · 0 reposts · 2 replies Open on X →

Asymmetric Bets ✓@UncleAlpha00710 Jun

@UncleAlpha007 Shhhh… don’t tell them… I still need to finish loading up 😉 3.5K views · 18 likes · 1 reposts · 0 replies Open on X →

Asymmetric Bets ✓@UncleAlpha0079 Jun

@UncleAlpha007 I'm fairly confident Jane Street is playing games with this stock. They may have written all those calls people have been posting about yesterday. 3.8K views · 24 likes · 0 reposts · 0 replies Open on X →

Asymmetric Bets ✓@UncleAlpha0079 Jun

@UncleAlpha007 CPO delay is positive for $AAOI. Dumbest sell off I've seen on this stock so far. 2.5K views · 23 likes · 0 reposts · 1 replies Open on X →

Asymmetric Bets ✓@UncleAlpha0079 Jun

$aaoi sell off related to the semianalysis note on CPO delay makes no sense. Would expect the stock course correct soon https://t.co/is4NmAqnNC

157.1K views · 337 likes · 29 reposts · 19 replies Open on X →

Asymmetric Bets ✓@UncleAlpha0079 Jun

Decided to make a Substack (see bio). Will be posting free articles on market and paid articles on individual stocks First write up is on $brun, which I think will 3x in the next 12 months following a similar path as $NBIS $CRWV Write up covers founding origins, business model 16.1K views · 47 likes · 4 reposts · 4 replies Open on X →

На фоне аккаунтов своего размера

5 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.

Медианные просмотры2 842этот аккаунт924медиана для 10K–100K

Охват, %19.54%этот аккаунт3.62%медиана для 10K–100K

Вовлечённость, %0.38%этот аккаунт1.52%медиана для 10K–100K

Показатель	Этот аккаунт	Медиана для 10K–100K	Отношение
Медианные просмотры на пост	2 842	924	3.08×
Охват (просмотры ÷ подписчики)	19.54%	3.62%	5.40×
Вовлечённость	0.38%	1.52%	0.25×

Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

16.1K9 Jun

157.1K

2.5K

3.8K

3.5K10 Jun

2.8K17 Sep

57K19 Sep

1.6K

7.8K

1.4K21 Sep

Last 10 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.34%9 Jun

0.25%

0.98%

0.66%

0.55%10 Jun

0.42%17 Sep

0.34%19 Sep

0.38%

1.58%

0.29%21 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes64.5%725 in total

Reposts5.1%57 in total

Replies5.5%62 in total

Quotes1.1%12 in total

Bookmarks23.8%268 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Последние посты

На фоне аккаунтов своего размера

Growth & engagement

Views per post

Engagement rate per post

What the audience does

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