Author

@aflat0n aflat0n

Permabull AI/compute newsflow curator who packages themes into tickered baskets

Relays real-time AI/tech corporate, macro, regulatory and 13

trader score
-1.49
hit rate
45%
mean α
-0.76%
signals 14d
255

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 45% hit rate, -0.76% mean alpha, trader score -1.49. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 195 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28SPCX@aflat0n+0.00States NVDA holds about $30B of INTC and $21B of SPCX.·
2026-08-28NVDA@aflat0n+0.10States NVDA holds about $30B of INTC and $21B of SPCX.
2026-08-28INTC@aflat0n+0.00States NVDA holds about $30B of INTC and $21B of SPCX.
2026-08-28·@aflat0n·Cites BofA's Hartnett forecasting a greater-than-10% equity decline under a stated political scenario.·
2026-08-28PYPL@aflat0n-0.45Reports Stripe and Advent abandoned their pursuit of acquiring PayPal.
2026-08-28PYPL@aflat0n-0.50Reports PYPL fell over 10% after Stripe and Advent withdrew from a possible acquisition.
2026-08-28TE@aflat0n+0.25Reports TE's first digital rendering of a planned 50MW Arctic campus targeted for 2027.
2026-08-27MU@aflat0n+0.45Reports Micron's announced $10B investment in new US research laboratories.-0.3%
2026-08-27IREN@aflat0n+0.50IREN reports revenue above consensus while EPS is unavailable; expected move is 10.85%.-12.5%
2026-08-27ADSK@aflat0n+0.60Autodesk reports both EPS and revenue above estimates.-3.7%
2026-08-27WDAY@aflat0n+0.60Workday reports both EPS and revenue above estimates.+5.8%
2026-08-27GAP@aflat0n+0.00Gap beats EPS but misses revenue estimates, producing a mixed earnings result.+12.9%
2026-08-27NVDA@aflat0n+0.50Relays Trump's praise for Nvidia's record $96B quarter and its role in US AI infrastructure.-4.6%
2026-08-27MRVL@aflat0n+0.60Marvell reports both EPS and revenue above estimates.-10.3%
2026-08-27NVDA@aflat0n+0.55Projects NVDA adding $500B in market capitalization during the session.-4.6%

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.