Author
@investmattallen investmattallen
grade Cx.com/investmattallen ↗
Perma-bull AI-infrastructure thesis evangelist who maps the power-bottleneck narrative onto MARA and micro-caps
Builds and repeatedly reinforces an AI-infrastructure/data-c
trader score
-0.47
hit rate
50%
mean α
-0.38%
signals 14d
83
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: 50% hit rate, -0.38% mean alpha, trader score -0.47. Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | BXBL | @investmattallen | +0.35 | Reports BOXABL production, deliveries and contracted units while highlighting scaling execution. | · | tweet ↗ |
| 2026-08-27 | MARA | @investmattallen | +0.80 | Argues MARA's Long Ridge campus is dramatically undervalued using WULF lease economics. | -10.1% | tweet ↗ |
| 2026-08-27 | WULF | @investmattallen | +0.25 | Argues MARA's Long Ridge campus is dramatically undervalued using WULF lease economics. | -6.9% | tweet ↗ |
| 2026-08-27 | BXBL | @investmattallen | +0.25 | Describes BOXABL's modular-home product and affordability proposition. | · | tweet ↗ |
| 2026-08-27 | DRS | @investmattallen | +0.60 | Bullish thesis centers on sole-source defense contracts and 80% DoD revenue exposure. | · | tweet ↗ |
| 2026-08-27 | JOBY | @investmattallen | +0.65 | Prefers Joby's existing paid air-taxi operations while it awaits regulatory approval. | -2.4% | tweet ↗ |
| 2026-08-27 | AMBA | @investmattallen | +0.55 | Frames Ambarella as a key physical-AI vision-chip beneficiary for drones. | -0.7% | tweet ↗ |
| 2026-08-27 | AMZN | @investmattallen | +0.50 | Names Amazon as a drone-market beneficiary, citing Prime Air deliveries and AWS. | +4.0% | tweet ↗ |
| 2026-08-27 | KTOS | @investmattallen | +0.70 | Bullish thesis cites Kratos's $2B backlog, $15B pipeline and scaled combat-drone production. | -3.1% | tweet ↗ |
| 2026-08-26 | BSEM | @investmattallen | +0.60 | Says the BioTissue acquisition expanded products, end markets, and national reach | · | tweet ↗ |
| 2026-08-26 | BSEM | @investmattallen | +0.55 | Describes acquired wound-care assets, broader reach, and approximately $29M in 2025 sales | · | tweet ↗ |
| 2026-08-25 | CJMB | @investmattallen | +0.45 | Presents CJMB's expansion into pharma onshoring, power and energy infrastructure as a long-term platform strategy. | · | tweet ↗ |
| 2026-08-25 | CJMB | @investmattallen | +0.40 | Argues CJMB's packaging and monitoring platform gives it greater cold-chain control. | · | tweet ↗ |
| 2026-08-25 | MSFT | @investmattallen | +0.35 | Uses $2.6T of commitments to argue the AI infrastructure buildout is already contracted and not slowing. | +4.4% | tweet ↗ |
| 2026-08-25 | META | @investmattallen | +0.35 | Uses $2.6T of commitments to argue the AI infrastructure buildout is already contracted and not slowing. | +1.4% | 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.