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
-0.43
hit rate
33%
mean α
-0.53%
signals 14d
18
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 9 scored bets: 33% hit rate, -0.53% mean alpha, trader score -0.43. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Aiallmaker | +0.70 | Projects rapid growth and a tripling of NVDA dividends as a long-term income thesis. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Aiallmaker | +0.90 | Wants to add to NVDA based on growth, buybacks and shareholder returns. — Explicitly states an intention to add NVDA shares. | — | tweet ↗ |
| 2026-08-28 | · | @Aiallmaker | · | Frames hawkish Fed policy as short-term noise versus long-run AI-led earnings growth. | · | tweet ↗ |
| 2026-08-28 | NVDA | @Aiallmaker | +0.70 | Numerous banks raised Nvidia targets after earnings amid aggressive multiyear growth forecasts. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Aiallmaker | +0.80 | Author says Nvidia could reach a $10T valuation near $400 sooner than expected. | — | tweet ↗ |
| 2026-08-27 | NVDA | @Aiallmaker | +0.75 | Large buybacks, dividends and cash generation are framed as durable support for NVDA shares | -4.6% | tweet ↗ |
| 2026-08-27 | PLTR | @Aiallmaker | +0.65 | Argues AI infrastructure and applications are monetizing, limiting near-term bubble risk. | +0.2% | tweet ↗ |
| 2026-08-26 | NVDA | @Aiallmaker | +0.85 | Projects Nvidia revenue well above consensus based on current growth and 70% supply guidance. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Aiallmaker | +0.80 | Nvidia reports exceptional Q2 growth and above-consensus next-quarter guidance. | +3.8% | tweet ↗ |
| 2026-08-25 | MRVL | @Aiallmaker | -0.15 | Compares semiconductor leaders on forward P/E and growth, favoring Nvidia and Broadcom. | -9.9% | tweet ↗ |
| 2026-08-25 | AVGO | @Aiallmaker | +0.40 | Compares semiconductor leaders on forward P/E and growth, favoring Nvidia and Broadcom. | +3.4% | tweet ↗ |
| 2026-08-25 | MU | @Aiallmaker | +0.25 | Compares semiconductor leaders on forward P/E and growth, favoring Nvidia and Broadcom. | -0.0% | tweet ↗ |
| 2026-08-25 | META | @Aiallmaker | +0.35 | Author argues hyperscaler expansion will sustain long-term semiconductor demand and capex growth. | +1.4% | tweet ↗ |
| 2026-08-25 | AMZN | @Aiallmaker | +0.35 | Author argues hyperscaler expansion will sustain long-term semiconductor demand and capex growth. | +2.1% | tweet ↗ |
| 2026-08-24 | · | @Aiallmaker | · | Author presents a five-to-ten-year bullish framework for AI, semiconductors, big tech and applications. | · | 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.