Author
@Aiallmaker Aiallmaker
grade Bx.com/Aiallmaker ↗
AI-hardware-stack framework analyst mapping semis, optics, and cloud into ticker'd allocations
Posts long-form Chinese-language theses and tickered buy/tri
trader score
-0.69
hit rate
55%
mean α
-0.21%
signals 14d
27
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: 55% hit rate, -0.21% mean alpha, trader score -0.69. Their last-14d mentions, direction-adjusted, have moved -6.2% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | · | @Aiallmaker | · | Argues earnings and technology dominate politics, while high oil sustains inflation and liquidity pressure. | · | tweet ↗ |
| 2026-10-13 | TSM | @Aiallmaker | +0.80 | Reports TSMC's 73% foundry share and superior growth, calling TSMC and Nvidia semiconductor leaders. | -6.0% | tweet ↗ |
| 2026-10-13 | NVDA | @Aiallmaker | +0.65 | Reports TSMC's 73% foundry share and superior growth, calling TSMC and Nvidia semiconductor leaders. | -7.7% | tweet ↗ |
| 2026-10-11 | AMZN | @Aiallmaker | +0.50 | Highlights Amazon's robot fleet growing from 20,000 in 2014 to one million in 2025. | -5.5% | tweet ↗ |
| 2026-10-09 | LITE | @Aiallmaker | +0.20 | Rotated part of the PLTR holding into TSM after LITE and PLTR made new highs. — Author discloses a current rotation from PLTR into Taiwan Semiconductor. | -31.5% | tweet ↗ |
| 2026-10-09 | PLTR | @Aiallmaker | -0.20 | Rotated part of the PLTR holding into TSM after LITE and PLTR made new highs. — Author discloses a current rotation from PLTR into Taiwan Semiconductor. | -5.9% | tweet ↗ |
| 2026-10-09 | TSM | @Aiallmaker | +0.60 | Rotated part of the PLTR holding into TSM after LITE and PLTR made new highs. — Author discloses a current rotation from PLTR into Taiwan Semiconductor. | -7.7% | tweet ↗ |
| 2026-10-08 | NVDA | @Aiallmaker | +0.55 | Rising rental prices across Nvidia GPU models are presented as evidence that AI demand remains strong. | -8.5% | tweet ↗ |
| 2026-10-08 | · | @Aiallmaker | · | Explains the market selloff and argues OpenAI ARR weakness reflects measurement rather than demand collapse. | · | tweet ↗ |
| 2026-10-06 | QQQ | @Aiallmaker | +0.50 | Advocates long-term index exposure, especially Nasdaq 100, over concentrated stock picking. | -7.3% | tweet ↗ |
| 2026-10-05 | LMND | @Aiallmaker | -0.30 | Author reviews year-to-date portfolio contributors, detractors and poorly timed rotation. | -3.7% | tweet ↗ |
| 2026-10-05 | CRCL | @Aiallmaker | -0.30 | Author reviews year-to-date portfolio contributors, detractors and poorly timed rotation. | +3.1% | tweet ↗ |
| 2026-10-05 | MSFT | @Aiallmaker | -0.20 | Author reviews year-to-date portfolio contributors, detractors and poorly timed rotation. | -0.1% | tweet ↗ |
| 2026-10-05 | GOOGL | @Aiallmaker | +0.35 | Author reviews year-to-date portfolio contributors, detractors and poorly timed rotation. | -7.6% | tweet ↗ |
| 2026-10-05 | TSM | @Aiallmaker | +0.35 | Author reviews year-to-date portfolio contributors, detractors and poorly timed rotation. | -13.9% | tweet ↗ |
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.