@MMMusol: High-Quality US Stock Alpha Blogger Sharing Pt.1 The recent US stock market has been very volatile, which is actually the perfect time to settle down and learn. Taking this opportunity, I want to share some high-quality US stock bloggers I've been following: 方外之域 @yijiangren Brother Jiang has been someone I've been learning from since he had less than 2k followers. His articles are written in a way that is accessible yet profound, with each piece connecting to the next, giving you a sense of "oh, so that point in the last article was setting the stage for this one." He not only teaches you how to trade, but how to think—the framework for reasoning, how to judge technical aspects, and what criteria to use for broader trends. Trust me, if you start reading every single one of his posts carefully, your writing and trading will see a qualitative change. He will guide you step by step from "trading based on news" to "selecting stocks by understanding the industry chain." He patiently explains how to read reports, identify bottlenecks, and determine which stocks are oversold.
Summary
A Twitter thread sharing high-quality US stock Alpha bloggers, focusing on their unique insights in trading psychology, AI stock analysis, and market frameworks.
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US Stock High-Quality Alpha Bloggers Sharing Pt.1
The US stock market has been really volatile lately, but times like this are actually the best for settling down and learning something.
Taking advantage of this moment, I want to share some high-quality US stock bloggers that I’ve been consistently following:
Outland @yijiangren
I’ve been learning from Jiang Ge since he had less than 2k followers. His articles are written in a way that’s deep yet easy to understand, with each piece seamlessly connecting to the next. Reading them in sequence gives you that “oh, so that point from the last post was laying the groundwork for this one” feeling.
He doesn’t just teach you how to trade. He teaches you how to think—what the framework for thinking is, how to judge technicals, and what standards to use to gauge the big picture. Trust me, if you start reading every one of Jiang Ge’s tweets seriously from now on, both your writing and trading will undergo a qualitative change.
He’ll guide you step by step from “trading on rumors” to “stock picking based on understanding the supply chain.” Reading reports, spotting bottlenecks, judging which stocks are oversold—he explains all of this with particular patience.
Serenity @aleabitoreddit
I absolutely love watching her rip into analysts.
Right after NVDA denied the CPO/800V delay, she fired back with Lumentum’s original statement, then posted screenshots of BlackRock and Fidelity quietly building positions in $SIVE—her tweets are short, punchy, and emotionally raw, like she’s saying, “The market’s just scaring itself again, huh?”
Every one of her tweets is actually teaching you one thing: how to tell real news from clickbait headlines. Trust primary sources, watch institutional moves, and don’t get swept away by secondhand interpretations.
For beginners, what’s especially valuable is that she helps you build the understanding that “AI pays off in phases.” With that anchor, you’re much less likely to get chopped up by short-term sentiment.
Dave @bc1qDave
Dave is the mentor who enlightened my trading psychology. He can write sweeping essays on valuation and P/E ratios, or dive deep into market-making logic on the front lines—and the key thing is his writing is super approachable, like a seasoned professional trader sitting next to you having a casual chat.
Reading his articles feels like a practical lesson in trading mindset—don’t hold and hope, know when to admit you’re wrong, understand capital flows. There’s no condescending lecturing; it’s just a senior laying out the pitfalls he’s stepped in for you to see.
Who’s it for?
Newbies who want to first learn “how to survive in the market.” That’s enough—survive first, then we can talk about making big money.
Wu Ge @qinbafrank
I started studying Wu Ge’s articles from the beginning of last year. I wouldn’t say I’ve achieved mastery, but at least I can now make sense of a lot of the market’s threads.
His coverage is broad—trends, macro, cutting-edge tech; he includes AI, crypto, and macro, and his breakdowns of earnings and supply chains are both detailed and deep.
The clearest part is his methodology of “look at the big picture → choose the track → rotate positions.” He judges market trends and narratives based on macro policy, inflation trends, and capital flows—newbies can finish reading and immediately know whether to chase now or wait for a pullback.
No need to guess; Wu Ge’s framework is more than enough.
Toni @0xtonixie
Can you imagine a top-tier AI PM researching US stocks even more deeply than AI itself?
Toni not only teaches you how to use small capital to punch above your weight, but also shows you how big money can compound beta efficiently.
A handsome young scholar in the investment world, raising his cup with a defiant gaze at the sky, brilliant like Toni before the wind.
Whether it’s his knowledge base or the quality of his output, it’s very suitable for total beginners learning AI while also getting hands-on practice.
Running both tracks at the same time maximizes efficiency and compounding.
Nico @staypinkyup
Nico is a super low-key powerhouse.
How clear are her market recaps? Every time I finish one, I’m like, “Ah, why didn’t I think of that point myself?”
In such a noisy place like Twitter, she still insists on writing long-form options education content. A lot of the knowledge is broken down and spoon-fed to you, and her writing is very sincere.
She’ll teach you how to build a thinking system from zero to one: don’t just look at stock prices, look at where the money comes from and how expensive interest is. She also talks about whether AI data center construction is more about production or driving inflation, helping you separate truth from noise in the market.
She occasionally talks about daily life and design too, which makes her feel very human.
Sometimes reading her recaps feels like a friend sitting next to you chatting—this kind of feeling is really rare on Twitter.
They are all very impressive teachers. They caught great picks like $RKLB, $PLTR, $MU, $SNDK very early~
Me too, haha~
Of course, of course~ I can only look up to Jiang Ge’s writing and trading~
(^^ゞ)
Thank you, teacher. You’re welcome. Yes, I think when you’re losing money, you should focus more on thinking. Upside can sometimes be uncertain.
Learn from each other!
Yes, these are all teachers I’ve been learning from. Panda Ge too~
You’re welcome, you’re welcome. Glad I could help, teacher~
Yes, haha, his methodology is very powerful.
Thank you, Wu Ge~
Glad I could help, teacher. Let’s learn from each other~
Yes, keep learning~
Yes, teacher. Look forward to the next part~
Hahaha, okay DJ teacher. Stay tuned for Pt.2~
Yes, yes, learn from each other!
Glad I could help, teacher~
Yes, teacher. During volatile times, study more. The money will come back eventually~
Yes, I think it’s very practical. Knowledge is priceless~
Jiang Ge is worth it~
Teacher, you can take a look at their tweets first before forming an opinion~
Follow Jiang Ge~
Yes, yes, keep learning~
Learning from these teachers is definitely the right move~
Yes! They are all outstanding teachers~
Yes~
Glad I could help, teacher~
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