Author
@alc2022 alc2022
grade Cx.com/alc2022 ↗
Perma-bull compounder evangelist riding AMD/PLTR wins into an AI-meets-biology mega-thesis
Posts long-horizon, fundamentally-framed bull theses on a ti
trader score
-2.04
hit rate
25%
mean α
-1.29%
signals 14d
131
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: 25% hit rate, -1.29% mean alpha, trader score -2.04. Their last-14d mentions, direction-adjusted, have moved -8.7% since posting (mean over 82 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AMD | @alc2022 | +0.70 | Promotes prior successful calls and highlights AMD's sevenfold one-year gain. | -2.3% | tweet ↗ |
| 2026-10-16 | · | @alc2022 | · | Argues institutions call AI a bubble while buying AI stocks cheaply. | · | tweet ↗ |
| 2026-10-16 | · | @alc2022 | · | Argues long-run stock prices follow free cash flow, with some firms linked to AI scaling laws. | · | tweet ↗ |
| 2026-10-16 | NAUT | @alc2022 | +0.95 | NAUT will deliver extreme upside and dominate the portfolio's returns. — Makes an emphatic forward bullish call on NAUT based on extreme asymmetry. | · | tweet ↗ |
| 2026-10-16 | · | @alc2022 | · | Predicts a biology bull market driven by demand for longer, healthier lives. | · | tweet ↗ |
| 2026-10-16 | · | @alc2022 | · | Predicts biology will produce most future stock-market returns as AI improves the value chain. | · | tweet ↗ |
| 2026-10-16 | HIMS | @alc2022 | +0.90 | Makes an emphatic positive claim that HIMS will change the world. | -1.3% | tweet ↗ |
| 2026-10-15 | HIMS | @alc2022 | +0.90 | Forecasts universal peptide adoption and argues HIMS has a uniquely integrated supply chain. | -5.7% | tweet ↗ |
| 2026-10-15 | AMZN | @alc2022 | +0.00 | Compares HIMS today with early-stage Amazon, implying substantial long-term upside. | -2.7% | tweet ↗ |
| 2026-10-15 | HIMS | @alc2022 | +0.70 | Compares HIMS today with early-stage Amazon, implying substantial long-term upside. | -5.7% | tweet ↗ |
| 2026-10-15 | HIMS | @alc2022 | +0.80 | Explicitly values HIMS at $200 today, expressing strong bullishness. | -5.7% | tweet ↗ |
| 2026-10-15 | PLTR | @alc2022 | +0.40 | Uses prior AI investments to frame biology as a major 20-year return theme. | -1.9% | tweet ↗ |
| 2026-10-15 | AMD | @alc2022 | +0.40 | Uses prior AI investments to frame biology as a major 20-year return theme. | -8.1% | tweet ↗ |
| 2026-10-15 | IREN | @alc2022 | +0.35 | Calls IREN's lower price very interesting, implying a potential opportunity without an entry. | -18.0% | tweet ↗ |
| 2026-10-14 | NAUT | @alc2022 | +0.25 | Credits another investor with first drawing the author's attention to NAUT. | · | 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.