Alpha Metrics
Built a 300k+ audience in markets. Investment banking perspective. I break down where pricing diverges from fundamentals (2-6x setups). Data-led. No narratives.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 48 | Founded | 6 months ago | Last Issue | 47 hours ago |
| Active | |||||
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alphametrics1.substack.comLatest Issues
This Microcap Could 10x or Get Diluted to Nothing. Here’s How to Tell Which.
Nautilus can see proteins in a way almost no one else can. It also has $125m of new shares ready to sell. Both endings, the numbers behind each, and the signs I’m watching.
This is personal research and opinion, not financial advice or a r...
Portfolio Weekly #4 — The Market Is on Sale. I Spent My Cash.
Fear is at 21 out of 100. In two weeks I put about 20 points of cash to work, into a sell-off driven by oil, credit fears and forced selling, not by the businesses. Every move inside.
This is personal research and opinion, not financial ad...
Nebius vs. CoreWeave vs. IREN: The Market Is Selling Them as One Trade. Only One Is Mispriced.
Same panic, three very different balance sheets. I put growth, debt, dilution and valuation side by side, and one of them is in a different league on price.
On 14 October Gartner published a forecast that went straight to the heart of the...
Wall Street Expects a Flat Quarter From the Company Powering AI. I Don’t.
Bloom Energy reports Thursday. It has raised guidance twice, beat by 29% last quarter, and just fell 21% in a week. Here’s what the market is missing.
Every conversation about AI starts with chips.
The Last Time Chips Fell Like This Was 2008. One Number Says This Isn’t 2008.
Eight straight red days and over a trillion dollars gone. The same week, the company that makes almost every AI chip raised its forecast. Here’s what’s really going on, and how I invest.
Eight straight red days.
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Authors
The writers behind this newsletter.
I find the bottlenecks of the AI buildout before the market prices them. Real-money portfolio, high-conviction ideas, every entry, exit and thesis shared. Not financial advice.
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