Alpha of the Week ft. Kevin Hu
Get the latest GameStock updates, market insights, and exclusive alpha from Kevin Hu!
Weekly Leaderboards
Here are the top players from this last week ranked by profit made on GameStock.
Sign up with code KEVVST and get $20 in credits.
Most Viral Videos
These were the hottest stock videos across social media. If you had bought the stocks when they first dropped on GameStock, you’d be up 44%. The alpha was there, you just had to act on it.
Alpha of the Week
Hey guys, @kevvonz here.
The stock market has been getting crushed lately, with some of the biggest damage concentrated in high-beta growth and AI names. A major driver of the selloff has been the collapse in South Korea’s stock market, where the KOSPI is now roughly 40% off its June highs, driven heavily by the semiconductor selloff.
But periods like this are honestly some of my favorite times to be an investor. It’s easy to have conviction when everything is going up. It’s a lot harder when your portfolio is bleeding. My philosophy is pretty simple: I’m willing to accept ridiculous volatility for the possibility of ridiculous upside. That mindset is also how I’ve caught multiple 10x investments.
I think deeply about where the world is headed and which trends are likely to shape it. Once I develop conviction, I look for the companies best positioned to benefit. Financials validate the thesis; but they rarely create it.
Now onto the actual alpha.👇