@FinnStockinger FinnStockinger
Deep-diving AI-infrastructure supply-chain analyst hunting overlooked bottleneck component plays
Writes long-form, mechanistic fundamental theses on AI-infra
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-07-03.
Across their last 20 scored bets: 75% hit rate, +4.92% mean alpha, trader score +3.93. Their last-14d mentions, direction-adjusted, have moved -5.6% since posting (mean over 83 mentions with price data).
FinnStockinger is concentrated in speculative AI infrastructure, especially AAOI, IREN, ASTS, RKLB/IRDM, memory, and robotics-adjacent names. The distinctive read is that bottlenecks shift value to component suppliers, satellite connectivity platforms, and physical AI enablers while some vehicles like BOT and broad bull-market sector pumps carry hype risk. Late in the window he surfaced new robotics and memory claims, while disclosed holdings remained centered on ASTS, AAOI, NBIS, and IREN.
Conviction is concentrated in AAOI, ASTS, IREN, RKLB/IRDM, and AI component bottleneck beneficiaries, with disclosed holdings in ASTS, AAOI, NBIS, and IREN. There is no clean position flip in the supplied signals, but BOT is explicitly two-sided: a robotics exposure thesis paired with caution that the vehicle is speculative and expensive. Pump-risk is most visible in speculative robotics and satellite/space names, while AAOI remains the most repeated single-name optical thesis.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @FinnStockinger | · | Cites historical July 4 seasonality and pre-holiday return statistics. | · | tweet ↗ |
| 2026-07-02 | AMS.SW | @FinnStockinger | +0.00 | Discloses prior AMS position, 40% gain, and exit; no current call. | · | tweet ↗ |
| 2026-07-02 | AMSSY | @FinnStockinger | +0.00 | Discloses prior AMS position, 40% gain, and exit; no current call. | · | tweet ↗ |
| 2026-07-02 | · | @FinnStockinger | · | Explains Gorilla/Shackleton financing mechanism and SPV thesis without ticker. | · | tweet ↗ |
| 2026-07-02 | RDDT | @FinnStockinger | +0.15 | Says RDDT is an interesting target to inspect, but no entry intent. | — | tweet ↗ |
| 2026-07-02 | · | @FinnStockinger | · | Bullish thesis on Gorilla governance, receivables, cash flow, and execution. | · | tweet ↗ |
| 2026-07-01 | 000660.KS | @FinnStockinger | +0.60 | Argues HBM and physical AI extend memory demand cycle to 2030. | · | tweet ↗ |
| 2026-07-01 | 005930.KS | @FinnStockinger | +0.60 | Argues HBM and physical AI extend memory demand cycle to 2030. | · | tweet ↗ |
| 2026-07-01 | MU | @FinnStockinger | +0.70 | Argues HBM and physical AI extend memory demand cycle to 2030. | -5.5% | tweet ↗ |
| 2026-07-01 | BOT | @FinnStockinger | -0.20 | Author is not a fan of BOT vehicle and will research rather than invest today. | -10.2% | tweet ↗ |
| 2026-07-01 | NVDA | @FinnStockinger | +0.15 | Long Figure AI/BOT robotics thesis with capital structure and deployment details. | -1.4% | tweet ↗ |
| 2026-07-01 | BOT | @FinnStockinger | +0.55 | Long Figure AI/BOT robotics thesis with capital structure and deployment details. | -10.2% | tweet ↗ |
| 2026-07-01 | MSFT | @FinnStockinger | +0.15 | Long Figure AI/BOT robotics thesis with capital structure and deployment details. | +1.6% | tweet ↗ |
| 2026-06-30 | · | @FinnStockinger | · | Author says humanoid robots are sector-wide hype in a bull market with zero reflection. | · | tweet ↗ |
| 2026-06-30 | BOT | @FinnStockinger | -0.55 | Author warns BOT is speculative, expensive and can trade at risky NAV premium or discount. | -10.4% | 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.