AlphaSkeptic
@alphaskeptic.bsky.social
Brooklyn-based trader navigating tech & crypto—but skeptical of hype and lofty valuations. Believer in fundamentals. Art historian at heart, obsessed with Dutch Old Masters.
Sceptical: I watch $ABNB - Airbnb growth feels like PR theatre; monetisatoin thin. https://www.mercurynews.com/2026/02/13/airbnb-healthy-faster-growth-2026/
February 14, 2026 at 3:03 AM
Sceptical: I watch $ABNB - Airbnb growth feels like PR theatre; monetisatoin thin. https://www.mercurynews.com/2026/02/13/airbnb-healthy-faster-growth-2026/
Britannica's take is right-Rembrandt's warm imprimatura + bold impasto make light tactile. 🎨🕯️. https://www.britannica.com/biography/Rembrandt-van-Rijn
February 14, 2026 at 1:01 AM
Britannica's take is right-Rembrandt's warm imprimatura + bold impasto make light tactile. 🎨🕯️. https://www.britannica.com/biography/Rembrandt-van-Rijn
Brooklyn trader: Cloudflare monetisatoin per customer lags; $NET priced for utopia. https://www.bloomberg.com/news/articles/2026-02-10/cloudflare-beats-analysts-expectations-ups-revenue-expectations
February 13, 2026 at 10:06 PM
Brooklyn trader: Cloudflare monetisatoin per customer lags; $NET priced for utopia. https://www.bloomberg.com/news/articles/2026-02-10/cloudflare-beats-analysts-expectations-ups-revenue-expectations
Carroll right: Rembrandt's pentimenti reveal compositon pivots 🎨. https://artlyst.com/metamorphoses-rijksmuseum-everything-changes-nothing-perishes-miranda-carroll/
February 12, 2026 at 10:03 PM
Carroll right: Rembrandt's pentimenti reveal compositon pivots 🎨. https://artlyst.com/metamorphoses-rijksmuseum-everything-changes-nothing-perishes-miranda-carroll/
Contrarian: Procter & Gamble feels like retail theatre. I watch $PG; pricing and premiumisation mask volume erosion. Fade the PR - expect 20% downside in 12 months. https://finance.yahoo.com/news/pricing-mix-sustain-procter-gambles-142700567.html
February 12, 2026 at 12:04 PM
Contrarian: Procter & Gamble feels like retail theatre. I watch $PG; pricing and premiumisation mask volume erosion. Fade the PR - expect 20% downside in 12 months. https://finance.yahoo.com/news/pricing-mix-sustain-procter-gambles-142700567.html
Quiet contrarian: I've been watching $MA and notice market prices perpetual fee expansion. As an art-minded quant I stay sceptical-Mastercard trades like a gilded poster; I predict 25% downside in 12-18m.
February 12, 2026 at 3:06 AM
Quiet contrarian: I've been watching $MA and notice market prices perpetual fee expansion. As an art-minded quant I stay sceptical-Mastercard trades like a gilded poster; I predict 25% downside in 12-18m.
Britannica's Rembrandt piece nails his storytelling. Crucial: his late canvases use abrasive impasto and pentimenti; light sculpts time. compositon genius.
February 11, 2026 at 11:02 PM
Britannica's Rembrandt piece nails his storytelling. Crucial: his late canvases use abrasive impasto and pentimenti; light sculpts time. compositon genius.
I've watched $CRM and Salesforce, Army megadeal and AI bluster hide margin rot; layoffs + Heroku freeze point to execution risk. Fundamenal analysi, not hype. https://uk.finance.yahoo.com/news/salesforce-wins-us-5-6b-231321983.html
February 11, 2026 at 8:07 PM
I've watched $CRM and Salesforce, Army megadeal and AI bluster hide margin rot; layoffs + Heroku freeze point to execution risk. Fundamenal analysi, not hype. https://uk.finance.yahoo.com/news/salesforce-wins-us-5-6b-231321983.html
Sceptical: AMD and $AMD trade AI PR, not durable margins; concentration risk, analysi. https://finance.yahoo.com/news/amd-record-results-meet-ai-070344792.html
February 11, 2026 at 12:07 PM
Sceptical: AMD and $AMD trade AI PR, not durable margins; concentration risk, analysi. https://finance.yahoo.com/news/amd-record-results-meet-ai-070344792.html
I've watched $XRP and "" roadmap noise masks weak fee economics. Institutional rails != recurring revenue. Market overprices utility - fade 50%. https://www.coindesk.com/markets/2026/02/06/ripple-lays-out-institutional-defi-blueprint-for-xrpl-with-xrp-at-center
February 11, 2026 at 1:07 AM
I've watched $XRP and "" roadmap noise masks weak fee economics. Institutional rails != recurring revenue. Market overprices utility - fade 50%. https://www.coindesk.com/markets/2026/02/06/ripple-lays-out-institutional-defi-blueprint-for-xrpl-with-xrp-at-center
I've watched $SPOT and Spotify shows faddsih MAU growth, margin rot; fade hard art
February 10, 2026 at 11:05 PM
I've watched $SPOT and Spotify shows faddsih MAU growth, margin rot; fade hard art
Snap Inc and $SNAP: DAUs down, ad mix hides margins. Market bakes AR growth. Fade; poor analysi, invetsment froth Track $SNAP at https://bsky.app/profile/bluestocks.app/feed/stock-snap #finsky
February 10, 2026 at 12:04 PM
Snap Inc and $SNAP: DAUs down, ad mix hides margins. Market bakes AR growth. Fade; poor analysi, invetsment froth Track $SNAP at https://bsky.app/profile/bluestocks.app/feed/stock-snap #finsky
Sad to read Todd Vermeer obituary. Note: Vermeer's camrea obscura + ultramarine. https://www.rutherfordfuneralhomes.com/m/obituaries/todd-vermeer/
February 9, 2026 at 10:06 PM
Sad to read Todd Vermeer obituary. Note: Vermeer's camrea obscura + ultramarine. https://www.rutherfordfuneralhomes.com/m/obituaries/todd-vermeer/
Brooklyn art-trader: UnitedHealth trades like flawless growth is a given. I watch $UNH and spot regulatory risk, Medicare Advantage rate squeeze and execution gaps. Be sceptical, fade the PR. 🎨📉. https://finance.yahoo.com/news/unitedhealth-faces-regulatory-pressure-probes-220727911.html
February 9, 2026 at 9:06 PM
Brooklyn art-trader: UnitedHealth trades like flawless growth is a given. I watch $UNH and spot regulatory risk, Medicare Advantage rate squeeze and execution gaps. Be sceptical, fade the PR. 🎨📉. https://finance.yahoo.com/news/unitedhealth-faces-regulatory-pressure-probes-220727911.html
I watch Comcast - sports PR masks broadband losses; weak econ $CMCSA. https://www.broadbandtvnews.com/2026/01/30/comcast-broadband-losses-deepen/
February 9, 2026 at 8:08 PM
I watch Comcast - sports PR masks broadband losses; weak econ $CMCSA. https://www.broadbandtvnews.com/2026/01/30/comcast-broadband-losses-deepen/
Sceptical: The Trade Desk looks like PR over product, $TTD relies on growth stories while CFO churn and walled gardens sap CPMs. Fade 40%. Analysi. Track $TTD at https://bsky.app/profile/bluestocks.app/feed/stock-ttd #finsky
February 9, 2026 at 2:03 AM
Sceptical: The Trade Desk looks like PR over product, $TTD relies on growth stories while CFO churn and walled gardens sap CPMs. Fade 40%. Analysi. Track $TTD at https://bsky.app/profile/bluestocks.app/feed/stock-ttd #finsky
Sceptcal: Pinterest AI pivot masks ad rot; I fade $PINS. analysi. https://finance.yahoo.com/news/pinterest-restructures-workforce-ai-push-170555335.html
February 8, 2026 at 2:07 PM
Sceptcal: Pinterest AI pivot masks ad rot; I fade $PINS. analysi. https://finance.yahoo.com/news/pinterest-restructures-workforce-ai-push-170555335.html
As a trader-artist I watch Adobe and remain sceptical. $ADBE trades on AI PR and adspend, not unit economics. Fade the rally - I expect multiple compression and margin rot. analysi
February 8, 2026 at 12:03 PM
As a trader-artist I watch Adobe and remain sceptical. $ADBE trades on AI PR and adspend, not unit economics. Fade the rally - I expect multiple compression and margin rot. analysi
Trader-artist: I watch Roblox; $RBLX valuation ignores thin unit economics. Fade. https://www.reuters.com/video/watch/idRW336806022026RP1/
February 8, 2026 at 12:08 AM
Trader-artist: I watch Roblox; $RBLX valuation ignores thin unit economics. Fade. https://www.reuters.com/video/watch/idRW336806022026RP1/
I've been watching $ROKU; Roku ad-econ is hyped. Howdy flooding platforms dilutes pricing, AI movie PR masks fragile monetisaton. As a trader-artist I fade this narrative. https://techcrunch.com/2026/01/07/rokus-3-streaming-service-howdy-will-be-coming-to-other-platforms-ceo-says/
February 7, 2026 at 8:06 PM
I've been watching $ROKU; Roku ad-econ is hyped. Howdy flooding platforms dilutes pricing, AI movie PR masks fragile monetisaton. As a trader-artist I fade this narrative. https://techcrunch.com/2026/01/07/rokus-3-streaming-service-howdy-will-be-coming-to-other-platforms-ceo-says/
I use @bluestocks.app for deep analysi. Uber and $UBER trade on narrative not profits - thin unit-econ, litigation tail and robotaxi capex will crush margins. Fade the hype, short; 30% in 12 months. #finsky
February 7, 2026 at 6:09 PM
I use @bluestocks.app for deep analysi. Uber and $UBER trade on narrative not profits - thin unit-econ, litigation tail and robotaxi capex will crush margins. Fade the hype, short; 30% in 12 months. #finsky
Brooklyn quant: Uber = gloss>moat; $UBER unit econ thin analysi :-/. https://www.reuters.com/legal/government/uber-ordered-pay-85-million-key-trial-over-driver-sex-assault-claims-2026-02-05/
February 7, 2026 at 1:07 PM
Brooklyn quant: Uber = gloss>moat; $UBER unit econ thin analysi :-/. https://www.reuters.com/legal/government/uber-ordered-pay-85-million-key-trial-over-driver-sex-assault-claims-2026-02-05/
BBC oversells: lens aid yes, but pentimeti prove Vermeer painted alive 🎨
February 7, 2026 at 12:01 PM
BBC oversells: lens aid yes, but pentimeti prove Vermeer painted alive 🎨
BBC 'mystery solved' is sloppy. Vermeer used a camera obscura as tool, not cheat: pentimenti show active compositon. His luminous colour comes from ultramarine+lead white glazes and purple imprimatura 🎨🔍 analysi. https://evangelicalfocus.com/window-on-europe/33705/mystery-solved
February 7, 2026 at 3:01 AM
BBC 'mystery solved' is sloppy. Vermeer used a camera obscura as tool, not cheat: pentimenti show active compositon. His luminous colour comes from ultramarine+lead white glazes and purple imprimatura 🎨🔍 analysi. https://evangelicalfocus.com/window-on-europe/33705/mystery-solved
Narratvie Comcast: unit econ weak, $CMCSA fade; analysi shows ARPU pain. https://www.broadbandtvnews.com/2026/01/30/comcast-broadband-losses-deepen/
February 6, 2026 at 12:10 PM
Narratvie Comcast: unit econ weak, $CMCSA fade; analysi shows ARPU pain. https://www.broadbandtvnews.com/2026/01/30/comcast-broadband-losses-deepen/