I 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 wen...
Activity
Tokens tagged by the author per day over the selected time range. The most mentioned tokens have their own color, the rest add up in Other. A post that tags two tokens counts for both.
MENTIONS
ACTIVITY
TOTAL
Token Mentions
Tokens the author tagged in posts over the selected time range, most mentioned first: posts per token, the share of its classified posts that was bullish and the average engagement score of those posts, with price changes, market cap and volume as in the screener, plus price and sector on wide screens.
| 1 | 2 | 50% | 12 | $81,038 | -2.90% | -3.71% | 2.70% | $1.7T | $1.5B | Payments | |
| 13 | 1 | 0% | 5.6 | $529.27 | -4.67% | -2.18% | 6.35% | $10B | $2.9M | Payments | |
| 21 | 1 | 100% | 19 | $4.63 | -8.00% | -5.80% | 91.92% | $7B | $280M | Layer 1 | |
| 7 | 1 | 0% | 5.6 | $108.57 | -7.04% | -7.51% | 4.08% | $68B | $296M | Layer 1 | |
| — | 1 | 0% | 7.8 | $0.00000 | — | — | — | $0 | $0 | Liquid Staking |
1–5 of 5 items
Latest Posts
The author's newest posts in the selected time range.
@goodalexander
this is most important thing in Micron earnings. cyclical commodity business now transitioning into multi year lock up. now is 35% of customers. deals going out t+5 years.
they also said that they expect 2028 (not 2027) to be tighter than 2026. mem...
9/30/2026 21:17
27K
16
4
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@goodalexander
Went 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
9/30/2026 20:46
21K
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5
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@goodalexander
Insane risk reward long Oracle short Apple imo. ROI on OpenAI and Meta AI products literally never better. Old GPUs ripping. People talking about Oracle like it’s going to default
Meanwhile Zuck is Jobs 2.0 while Apple trades richest it ever has in...
9/28/2026 18:12
91K
33
8
493
169
What comes after Fiat? Founder @postfiatorg.
| Handle: | @goodalexander |
| Location: | The Blockchain |
| Website: | goodalexander.com |
| Joined: | February 2009 |
Author Data
The author's audience and activity. Followers change over the selected time range. Posts and Avg Engagement (the average engagement score per post, as in the feed's Engagement Score sort) cover the selected time range. Engagement Rank ranks the authors who posted in the range by average engagement score. All of the author's posts count: the filter chips do not apply here.
Followers 175K -0.28% (30D)
Following 1.3K
Posts (30D) 46
Avg Engagement (30D) 15
Engagement Rank #37 of 1125
Sentiment
Share of the author's classified posts that were bullish, neutral and bearish over the selected time range. Posts without a sentiment classification are not counted. All of the author's posts count: the filter chips do not apply here.
Top Post
The author's post with the highest engagement score in the selected time range.
@goodalexander
I don't think the tokenization story is well understood - so let's break it down
Basically - the US Government is in vast, unprecedented amount of debt. And its long term debt is selling off a lot (40%+ over 5 years) - while Gold is up 140%. Gold h...
9/17/2026 21:36
152K
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1.7K
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