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
-0.42
hit rate
35%
mean α
-0.50%
signals 14d
54
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, -0.50% mean alpha, trader score -0.42. Their last-14d mentions, direction-adjusted, have moved -17.0% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | GTBP | @investmattallen | +0.35 | Sees roughly $17M cash as runway while emphasizing execution risk. | · | tweet ↗ |
| 2026-10-15 | GTBP | @investmattallen | +0.45 | Argues GTBP's multi-target platform creates several long-term opportunities. | · | tweet ↗ |
| 2026-10-15 | GTBP | @investmattallen | +0.45 | Finds GTBP's off-the-shelf therapy approach attractive but conditions it on clinical data. | · | tweet ↗ |
| 2026-10-15 | GTBP | @investmattallen | +0.40 | Presents a bullish long-term thesis for GTBP's scalable cancer immunotherapy platform. | · | tweet ↗ |
| 2026-10-14 | MU | @investmattallen | +0.70 | Argues AI memory demand and constrained HBM supply can drive years of MU earnings growth. | -4.0% | tweet ↗ |
| 2026-10-14 | CRWV | @investmattallen | -0.45 | Balances strong contracted demand against CRWV's $52B obligations and financing risk. | -17.6% | tweet ↗ |
| 2026-10-13 | PH | @investmattallen | +0.45 | Positions Parker Hannifin as a scaled beneficiary of humanoid-robot manufacturing growth. | · | tweet ↗ |
| 2026-10-13 | MP | @investmattallen | +0.55 | Bullish thesis links humanoid demand to MP's U.S. rare-earth magnet supply. | -9.7% | tweet ↗ |
| 2026-10-13 | ALNT | @investmattallen | +0.55 | Bullish robotics-supplier thesis argues humanoid orders could materially affect ALNT. | — | tweet ↗ |
| 2026-10-13 | NOVT | @investmattallen | +0.55 | Novanta reportedly received its first humanoid-training-center orders, supporting a bullish thesis. | · | tweet ↗ |
| 2026-10-13 | RRX | @investmattallen | +0.55 | BofA's 2035 humanoid forecast supports a bullish actuator-demand thesis for RRX. | · | tweet ↗ |
| 2026-10-13 | TKR | @investmattallen | +0.50 | Bullish robotics thesis links greater humanoid production to Timken bearings and gearboxes. | · | tweet ↗ |
| 2026-10-13 | ALGM | @investmattallen | +0.55 | Bullish thesis ties humanoid actuator growth to ALGM sensor and driver demand. | -6.4% | tweet ↗ |
| 2026-10-13 | VST | @investmattallen | +0.70 | Bullish thesis says the pending Cogentrix acquisition adds generation and unmodeled cash-flow growth. | -13.7% | tweet ↗ |
| 2026-10-12 | DRAM | @investmattallen | +0.55 | DRAM ETF is presented as a diversified bullish vehicle for the memory shortage theme. | — | 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.