Author
@investingwithAL investingwithAL
grade Cx.com/investingwithAL ↗
UK retail growth investor diarizing an AI-infra heavy portfolio in real time
Posts a transparent, mostly reply-based portfolio diary: rea
trader score
+0.92
hit rate
60%
mean α
+0.72%
signals 14d
25
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: 60% hit rate, +0.72% mean alpha, trader score +0.92. Their last-14d mentions, direction-adjusted, have moved -9.4% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | MU | @investingwithAL | +0.35 | Buy MU? — Asks whether to buy MU with playful tone; weak forward long signal. | — | tweet ↗ |
| 2026-06-30 | GLW | @investingwithAL | +0.45 | Author discloses recent buys in GLW, CRDO and MRVL doing well as portfolio hits ATH. | -23.0% | tweet ↗ |
| 2026-06-30 | MRVL | @investingwithAL | +0.45 | Author discloses recent buys in GLW, CRDO and MRVL doing well as portfolio hits ATH. | -17.7% | tweet ↗ |
| 2026-06-30 | CRDO | @investingwithAL | +0.45 | Author discloses recent buys in GLW, CRDO and MRVL doing well as portfolio hits ATH. | -11.0% | tweet ↗ |
| 2026-06-28 | GLW | @investingwithAL | +0.35 | Says GLW is the one the author has gone with. | -11.0% | tweet ↗ |
| 2026-06-26 | MU | @investingwithAL | +0.65 | Says MU smashed earnings and guidance, supporting semiconductor surge. | -13.8% | tweet ↗ |
| 2026-06-25 | GLW | @investingwithAL | +0.20 | Asks whether GLW is an optical play, implying investment consideration. | -13.7% | tweet ↗ |
| 2026-06-24 | MU | @investingwithAL | +0.65 | MU CEO cites record fiscal Q3, stronger Q4 outlook, and multi-year customer agreements. | -7.0% | tweet ↗ |
| 2026-06-23 | · | @investingwithAL | · | Says bought it today and expects it to be fine until Sept/Oct, but ticker missing. | · | tweet ↗ |
| 2026-06-23 | · | @investingwithAL | · | Bullish sector thesis for semiconductors, memory, and AI buildout without specific tickers. | · | tweet ↗ |
| 2026-06-23 | GRAB | @investingwithAL | +0.25 | Calls GRAB a good company but says semiconductor opportunities are stronger. | +12.7% | tweet ↗ |
| 2026-06-23 | AMD | @investingwithAL | +0.65 | Deployed £10k into SMGB and £2.7k into AMD; sold V, MA, GRAB — Reports buying SMGB and AMD after drops, funded by selling V, MA, and GRAB. | -0.4% | tweet ↗ |
| 2026-06-23 | SMGB | @investingwithAL | +0.65 | Deployed £10k into SMGB and £2.7k into AMD; sold V, MA, GRAB — Reports buying SMGB and AMD after drops, funded by selling V, MA, and GRAB. | · | tweet ↗ |
| 2026-06-23 | V | @investingwithAL | -0.25 | Deployed £10k into SMGB and £2.7k into AMD; sold V, MA, GRAB — Reports buying SMGB and AMD after drops, funded by selling V, MA, and GRAB. | +10.2% | tweet ↗ |
| 2026-06-23 | MA | @investingwithAL | -0.25 | Deployed £10k into SMGB and £2.7k into AMD; sold V, MA, GRAB — Reports buying SMGB and AMD after drops, funded by selling V, MA, and GRAB. | +10.5% | 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.