Author
@FinnStockinger FinnStockinger
grade Ax.com/FinnStockinger ↗
Deep-diving AI-infrastructure supply-chain analyst hunting overlooked bottleneck component plays
Writes long-form, mechanistic fundamental theses on AI-infra
trader score
+0.28
hit rate
70%
mean α
+0.13%
signals 14d
81
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: 70% hit rate, +0.13% mean alpha, trader score +0.28. Their last-14d mentions, direction-adjusted, have moved -12.5% since posting (mean over 59 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AMD | @FinnStockinger | +0.05 | Rejects claims that Nvidia punishes customers for also buying AMD GPUs. | -2.3% | tweet ↗ |
| 2026-10-16 | NVDA | @FinnStockinger | +0.20 | Rejects claims that Nvidia punishes customers for also buying AMD GPUs. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @FinnStockinger | · | Says now is not the time to sell and adopts a multi-year horizon. | · | tweet ↗ |
| 2026-10-16 | · | @FinnStockinger | · | Frames growth-stock losses as normal volatility within a long-term investing strategy. | · | tweet ↗ |
| 2026-10-16 | · | @FinnStockinger | · | Identifies inference becoming the dominant AI workload as a meaningful compute trend. | · | tweet ↗ |
| 2026-10-15 | · | @FinnStockinger | · | Expresses a long-term thesis that global compute demand will remain substantial. | · | tweet ↗ |
| 2026-10-15 | NVDA | @FinnStockinger | +0.70 | Bullish long-term thesis on Nvidia GPU productivity, fungibility and durability. | -2.9% | tweet ↗ |
| 2026-10-15 | AMZN | @FinnStockinger | -0.40 | Questions Amazon's long-term logistics moat and anticipates possible competitive disruption. | -2.7% | tweet ↗ |
| 2026-10-15 | TSM | @FinnStockinger | +0.65 | Cites TSM's conservative capacity expansion as evidence that demand is real. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @FinnStockinger | +0.60 | Reports higher planned CapEx, faster expected revenue growth and nearly 20 new fabs. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @FinnStockinger | +0.25 | TSMC's CEO says cooperation talks continue if TSMC operates the fab. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @FinnStockinger | +0.65 | Praises TSMC's discipline and interprets capacity expansion as strong demand evidence. | -0.9% | tweet ↗ |
| 2026-10-14 | TSM | @FinnStockinger | +0.65 | Detailed Q3 operating review highlights node ramp, HPC growth and strong cash generation. | -2.7% | tweet ↗ |
| 2026-10-14 | RKLB | @FinnStockinger | -0.50 | Notes RKLB is being punished immediately in after-hours trading. | -11.1% | tweet ↗ |
| 2026-10-14 | NVDA | @FinnStockinger | +0.45 | Details Nvidia's preview of a 576-GPU optical NVLink architecture. | -4.7% | 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.