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
-2.80
hit rate
35%
mean α
-1.83%
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: 35% hit rate, -1.83% mean alpha, trader score -2.80. Their last-14d mentions, direction-adjusted, have moved -6.0% since posting (mean over 86 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AAOI | @FinnStockinger | +0.85 | Bullish optical-AI thesis argues capacity, not demand, is the bottleneck. | — | tweet ↗ |
| 2026-08-28 | LITE | @FinnStockinger | +0.55 | Bullish optical-AI thesis argues capacity, not demand, is the bottleneck. | — | tweet ↗ |
| 2026-08-28 | COHR | @FinnStockinger | +0.55 | Bullish optical-AI thesis argues capacity, not demand, is the bottleneck. | — | tweet ↗ |
| 2026-08-27 | · | @FinnStockinger | · | Describes an AI adoption flywheel driven by falling token costs. | · | tweet ↗ |
| 2026-08-27 | IREN | @FinnStockinger | +0.65 | Argues unencumbered assets enable an asset-backed financing growth flywheel. | -12.5% | tweet ↗ |
| 2026-08-27 | · | @FinnStockinger | · | Argues large one-time capex could repay itself within two years. | · | tweet ↗ |
| 2026-08-27 | IREN | @FinnStockinger | +0.45 | Expects a joint venture to reduce IREN's financing burden. | -12.5% | tweet ↗ |
| 2026-08-27 | · | @FinnStockinger | · | Argues a previously forecast $15B ARR outcome could be exceeded. | · | tweet ↗ |
| 2026-08-27 | · | @FinnStockinger | · | Estimates revenue could exceed $25M per MW, but the subject is missing. | · | tweet ↗ |
| 2026-08-27 | IREN | @FinnStockinger | +0.80 | Builds a 2027 ARR growth thesis from capacity and revenue-per-MW assumptions. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @FinnStockinger | +0.70 | Argues 800V DC readiness could create a major competitive moat by 2028. | -12.5% | tweet ↗ |
| 2026-08-27 | NBIS | @FinnStockinger | +0.35 | Calls IREN's NBIS-like economics promising, citing revenue per MW and payback. | -4.3% | tweet ↗ |
| 2026-08-27 | IREN | @FinnStockinger | +0.70 | Calls IREN's NBIS-like economics promising, citing revenue per MW and payback. | -12.5% | tweet ↗ |
| 2026-08-27 | MRVL | @FinnStockinger | +0.70 | Look to buy MRVL on a pullback. — Expresses strong upside conviction and explicit intent to buy MRVL on a pullback. | -10.3% | tweet ↗ |
| 2026-08-27 | NVDA | @FinnStockinger | +0.75 | Argues Nvidia's 70% growth outlook signals continued expansion across the AI infrastructure ecosystem. | -4.6% | 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.