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
+1.21
hit rate
55%
mean α
+1.29%
signals 14d
107
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, +1.29% mean alpha, trader score +1.21. Their last-14d mentions, direction-adjusted, have moved +4.7% since posting (mean over 86 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AMD | @alc2022 | +0.80 | Says this is just the beginning for AMD. | — | tweet ↗ |
| 2026-07-02 | PLTR | @alc2022 | +0.95 | Might sell all other stocks and go all in PLTR. — Author says PLTR is abysmally cheap and may go all in. | — | tweet ↗ |
| 2026-07-02 | · | @alc2022 | · | Claims biology will deliver most stock-market returns over next two decades. | · | tweet ↗ |
| 2026-07-02 | AMD | @alc2022 | +0.75 | Calls AMD beautiful and says it will get more beautiful over time. | — | tweet ↗ |
| 2026-07-02 | HIMS | @alc2022 | +0.80 | Just long HIMS. — Explicit new long disclosure in HIMS. | — | tweet ↗ |
| 2026-07-02 | HIMS | @alc2022 | +0.90 | Says HIMS is a $200 stock today and compares to prior AMD call. | — | tweet ↗ |
| 2026-07-02 | AMD | @alc2022 | +0.45 | Says HIMS is a $200 stock today and compares to prior AMD call. | — | tweet ↗ |
| 2026-07-02 | AMD | @alc2022 | +0.70 | Five-year investing framework citing AMD to $500 and PLTR to $130. | — | tweet ↗ |
| 2026-07-02 | PLTR | @alc2022 | +0.70 | Five-year investing framework citing AMD to $500 and PLTR to $130. | — | tweet ↗ |
| 2026-07-02 | · | @alc2022 | · | AI model thesis compressing sciences into natural-language interaction. | · | tweet ↗ |
| 2026-07-02 | PLTR | @alc2022 | +0.95 | Says PLTR is a $500 stock today. | — | tweet ↗ |
| 2026-07-01 | · | @alc2022 | · | Suggests cell therapy could become much larger than peptides. | · | tweet ↗ |
| 2026-07-01 | AMD | @alc2022 | +0.55 | Frames AMD's 5% drop as a chance to get in before a PLTR-like run. | -4.3% | tweet ↗ |
| 2026-07-01 | PLTR | @alc2022 | +0.25 | Frames AMD's 5% drop as a chance to get in before a PLTR-like run. | +2.8% | tweet ↗ |
| 2026-07-01 | HIMS | @alc2022 | -0.10 | Notes public discussion volume around HIMS has fallen to near zero and asks for honesty. | -2.0% | 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.