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
-0.16
hit rate
45%
mean α
-0.08%
signals 14d
51
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, -0.08% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 32 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | DUOL | @alc2022 | +0.80 | Explicitly calls DUOL the best risk-reward opportunity in AI and contrasts it with AMD's past rise. | — | tweet ↗ |
| 2026-08-28 | AMD | @alc2022 | +0.30 | Explicitly calls DUOL the best risk-reward opportunity in AI and contrasts it with AMD's past rise. | — | tweet ↗ |
| 2026-08-28 | DUOL | @alc2022 | +0.75 | Frames HIMS and DUOL as future trillion-dollar AI copilot businesses in health and education. | — | tweet ↗ |
| 2026-08-28 | HIMS | @alc2022 | +0.75 | Frames HIMS and DUOL as future trillion-dollar AI copilot businesses in health and education. | — | tweet ↗ |
| 2026-08-28 | PLTR | @alc2022 | +0.50 | Uses a past PLTR purchase to support a long-horizon thesis that biology will drive future returns. | — | tweet ↗ |
| 2026-08-28 | · | @alc2022 | · | Argues select proprietary-data software platforms are positioned to radically outperform. | · | tweet ↗ |
| 2026-08-28 | PLTR | @alc2022 | +0.75 | Expresses strong long-term optimism that PLTR can double again and create substantial wealth. | — | tweet ↗ |
| 2026-08-27 | PLTR | @alc2022 | +0.90 | Author values PLTR at $500 and calls the current stock very cheap. | +0.2% | tweet ↗ |
| 2026-08-27 | PLTR | @alc2022 | +0.70 | Author retrospectively highlights PLTR's rise from $100 after prior promotion. | +0.2% | tweet ↗ |
| 2026-08-27 | · | @alc2022 | · | Author argues technology investing rewards very large, decades-long thinking. | · | tweet ↗ |
| 2026-08-27 | PLTR | @alc2022 | +0.70 | PLTR is reported at $184, more than 10 times higher over three years. | +0.2% | tweet ↗ |
| 2026-08-27 | HIMS | @alc2022 | +0.95 | Buying as much HIMS and DUOL as possible because both look extremely cheap. — Author explicitly says they cannot buy enough HIMS and DUOL and calls both major winners trading nearly free. | -8.9% | tweet ↗ |
| 2026-08-27 | DUOL | @alc2022 | +0.95 | Buying as much HIMS and DUOL as possible because both look extremely cheap. — Author explicitly says they cannot buy enough HIMS and DUOL and calls both major winners trading nearly free. | +2.9% | tweet ↗ |
| 2026-08-27 | · | @alc2022 | · | Author frames hated generational companies as rare long-duration multibagger opportunities. | · | tweet ↗ |
| 2026-08-27 | · | @alc2022 | · | Argues investors must lean into high-conviction ideas during drawdowns. | · | 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.