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![ItsEricDing Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1919241938126917632.png) Eric Ding [@ItsEricDing](/creator/twitter/ItsEricDing) on x XX followers
Created: 2025-07-23 14:20:24 UTC

Equities misprice growth all the time. Alpha is just a function of finding names investors expect to grow slowly or shrink, that are actually poised for better growth, given your risk assumption.

Doesn't need to be explosively higher growth than expected. A few bps is enough.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948025409439781318/c:line.svg)

**Related Topics**
[all the](/topic/all-the)
[nvda](/topic/nvda)
[hedging](/topic/hedging)
[$tsla](/topic/$tsla)
[just a](/topic/just-a)
[stocks](/topic/stocks)
[tesla](/topic/tesla)
[stocks consumer cyclical](/topic/stocks-consumer-cyclical)

[Post Link](https://x.com/ItsEricDing/status/1948025409439781318)

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ItsEricDing Avatar Eric Ding @ItsEricDing on x XX followers Created: 2025-07-23 14:20:24 UTC

Equities misprice growth all the time. Alpha is just a function of finding names investors expect to grow slowly or shrink, that are actually poised for better growth, given your risk assumption.

Doesn't need to be explosively higher growth than expected. A few bps is enough.

XX engagements

Engagements Line Chart

Related Topics all the nvda hedging $tsla just a stocks tesla stocks consumer cyclical

Post Link

post/tweet::1948025409439781318
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