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
-0.44
hit rate
50%
mean α
-0.43%
signals 14d
18
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, -0.43% mean alpha, trader score -0.44. Their last-14d mentions, direction-adjusted, have moved -8.4% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | BSEM | @investmattallen | +0.25 | Describes BioStem product portfolio and commercial adoption in wound care. | · | tweet ↗ |
| 2026-06-30 | AMBA | @investmattallen | +0.45 | AMBA up 29% today after author had discussed it for some time. | -8.7% | tweet ↗ |
| 2026-06-30 | MARA | @investmattallen | +0.45 | MARA receives first hybrid energy storage prototype for AI infrastructure load management. | -10.7% | tweet ↗ |
| 2026-06-29 | NVDA | @investmattallen | +0.15 | AI chips need more memory each generation, implying underestimated TAM for MU and DRAM. | -0.1% | tweet ↗ |
| 2026-06-29 | DRAM | @investmattallen | +0.65 | AI chips need more memory each generation, implying underestimated TAM for MU and DRAM. | · | tweet ↗ |
| 2026-06-29 | MU | @investmattallen | +0.65 | AI chips need more memory each generation, implying underestimated TAM for MU and DRAM. | -14.8% | tweet ↗ |
| 2026-06-29 | PLTR | @investmattallen | +0.25 | Quotes PLTR CEO on LLM tokenmaxxing and AI advantage shifting to efficiency/outcomes. | +11.8% | tweet ↗ |
| 2026-06-28 | · | @investmattallen | · | AI infrastructure valuation framework says not all AI names can be correctly priced. | · | tweet ↗ |
| 2026-06-26 | MARA | @investmattallen | +0.70 | Long Ridge acquisition details support MARA AI infrastructure thesis with revenue/EBITDA figures. | -14.7% | tweet ↗ |
| 2026-06-26 | VWAV | @investmattallen | +0.35 | VisionWave expanding into RF sensing, AI analytics, autonomous systems, and counter-drone uses. | -4.6% | tweet ↗ |
| 2026-06-25 | · | @investmattallen | · | AI infrastructure turbine blade constraint thesis but no ticker named. | · | tweet ↗ |
| 2026-06-23 | NVDA | @investmattallen | +0.10 | Cites Jensen on AI energy bottleneck and says he is bullish on MARA's 2.2 GW AI infrastructure pipeline. | -2.6% | tweet ↗ |
| 2026-06-23 | MARA | @investmattallen | +0.75 | Cites Jensen on AI energy bottleneck and says he is bullish on MARA's 2.2 GW AI infrastructure pipeline. | -15.6% | tweet ↗ |
| 2026-06-22 | MARA | @investmattallen | +0.65 | MARA power portfolio and Starwood partnership framed as underestimated AI infrastructure optionality. | -16.5% | tweet ↗ |
| 2026-06-22 | · | @investmattallen | · | AI infrastructure demand is framed as underestimated and driven by usage. | · | 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.