Author
@mathlonning mathlonning
grade Ax.com/mathlonning ↗
Concentrated small-cap fundamental bull who models organ-perfusion, semi-test, and satellite names in real time
Posts original bottom-up theses, valuation comps, and operat
trader score
-0.77
hit rate
35%
mean α
-0.59%
signals 14d
148
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, -0.59% mean alpha, trader score -0.77. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 79 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | APP | @mathlonning | -0.35 | Poses a concrete bearish adtech thesis based on superior AI targeting by chatbot platforms. | — | tweet ↗ |
| 2026-08-28 | RDDT | @mathlonning | -0.35 | Poses a concrete bearish adtech thesis based on superior AI targeting by chatbot platforms. | — | tweet ↗ |
| 2026-08-28 | · | @mathlonning | · | Observes severe selling across semiconductor stocks today. | · | tweet ↗ |
| 2026-08-28 | SILC | @mathlonning | -0.20 | Reports open-market insider sales amid a 14% daily decline. | — | tweet ↗ |
| 2026-08-28 | BUKS | @mathlonning | +0.55 | Discloses accumulation near $4 and argues casino-segment negativity is overblown. | · | tweet ↗ |
| 2026-08-28 | TMDX | @mathlonning | +0.30 | Sees CHOPS approval as a near-term catalyst and otherwise expects an $85-$95 range. | — | tweet ↗ |
| 2026-08-27 | DELL | @mathlonning | +0.80 | Calls Dell's FY27 Q1 one of the best quarters ever without reporting metrics. | -3.4% | tweet ↗ |
| 2026-08-27 | RBRK | @mathlonning | -0.35 | Questions investors bidding RBRK higher at a stratospheric valuation after merely solid results. | -13.1% | tweet ↗ |
| 2026-08-27 | · | @mathlonning | · | Argues sparse small-cap disclosures create research opportunities for diligent investors. | · | tweet ↗ |
| 2026-08-27 | SCIA | @mathlonning | +0.80 | Argues SCIA is undervalued using rapid growth, cash, profitability, buybacks and new revenue streams. | · | tweet ↗ |
| 2026-08-26 | TMDX | @mathlonning | +0.55 | Expects September case-volume recovery and says growth remains above 30% | -4.1% | tweet ↗ |
| 2026-08-26 | · | @mathlonning | · | Notes markets now price no September rate hike | · | tweet ↗ |
| 2026-08-26 | NVDA | @mathlonning | +0.85 | Calls Nvidia's results incredible and evidence that AI spending remains strong | +3.8% | tweet ↗ |
| 2026-08-26 | TBTC | @mathlonning | +0.80 | Presents a long-term software valuation thesis based on margins, recurring growth and moat | · | tweet ↗ |
| 2026-08-26 | TBTC | @mathlonning | +0.80 | Expresses extreme optimism about TBTC's recurring-revenue model and future value creation | · | 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.