@markflowchatter markflowchatter
Fast, well-sourced AI-semis flow curator who adds sharp supply-chain read-throughs
Relays sell-side notes, analyst actions, exec comments and s
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 60% hit rate, +0.24% mean alpha, trader score +0.13. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 36 mentions with price data).
This author is mostly surfacing event-driven and flow-driven setups rather than explicit portfolio trades, with attention clustered in AXTI, WOLF, ARM, and FRMI. Distinctive reads include AXTI as a China InP approval catalyst with lockup/block-sale risk, WOLF as a data-center power beneficiary, and SPCX as a trap despite forced buying demand. Late-week posts shifted toward WOLF/FRMI options activity and a bearish SPCX warning, with no explicit position flip disclosed.
The author is concentrated in short-window catalysts and flow signals, led by AXTI supply/catalyst chatter, WOLF data-center power upside, ARM downgrade news, and FRMI call activity. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so adds, trims, exits, and explicit conviction trajectory are not evidenced. Pump-risk is highest in AXTI and WOLF because each dominates its respective theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | UTZ | @markflowchatter | -0.40 | Reports FDA highest-risk classification for long-running recall of popular potato chip brands. | · | tweet ↗ |
| 2026-07-02 | NVDA | @markflowchatter | +0.05 | Mentions Cowen lunch with Jensen Huang, CFO and IR team; no stance beyond interest. | — | tweet ↗ |
| 2026-07-02 | MU | @markflowchatter | -0.55 | Says Japan memory price cuts nearly half price are hurting MU today. | — | tweet ↗ |
| 2026-07-02 | AAPL | @markflowchatter | +0.30 | Says linked words will do it for AAPL, but context is in image/link. | — | tweet ↗ |
| 2026-07-01 | AVAV | @markflowchatter | +0.35 | Expects AVAV contract discussion next week at July 8 Investor Day. | +10.7% | tweet ↗ |
| 2026-07-01 | AVAV | @markflowchatter | +0.45 | Reports AeroVironmental awarded a $500M drone contract. | +10.7% | tweet ↗ |
| 2026-07-01 | META | @markflowchatter | -0.10 | Mentions FT/Reuters previously said META was weighing equity raise for AI infrastructure. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @markflowchatter | -0.10 | Questions Bloomberg story wording and journalist track record on META. | -4.9% | tweet ↗ |
| 2026-06-30 | AMD | @markflowchatter | +0.10 | Quotes Rosenblatt saying AAOI likely has AMD as first CPO customer and AAOI is top pick. | -10.9% | tweet ↗ |
| 2026-06-30 | NVDA | @markflowchatter | +0.05 | Quotes Rosenblatt saying AAOI likely has AMD as first CPO customer and AAOI is top pick. | -2.6% | tweet ↗ |
| 2026-06-30 | AAOI | @markflowchatter | +0.45 | Quotes Rosenblatt saying AAOI likely has AMD as first CPO customer and AAOI is top pick. | -18.4% | tweet ↗ |
| 2026-06-30 | MGNI | @markflowchatter | +0.40 | Lists Rosenblatt H2 2026 top picks with Buy ratings and targets. | · | tweet ↗ |
| 2026-06-30 | HLIT | @markflowchatter | +0.40 | Lists Rosenblatt H2 2026 top picks with Buy ratings and targets. | -13.8% | tweet ↗ |
| 2026-06-30 | NAVN | @markflowchatter | +0.40 | Lists Rosenblatt H2 2026 top picks with Buy ratings and targets. | +12.2% | tweet ↗ |
| 2026-06-30 | AMBA | @markflowchatter | +0.40 | Lists Rosenblatt H2 2026 top picks with Buy ratings and targets. | -8.7% | 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.