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
-1.27
hit rate
35%
mean α
-0.83%
signals 14d
38
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, -0.83% mean alpha, trader score -1.27. Their last-14d mentions, direction-adjusted, have moved -6.6% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SCIA | @mathlonning | +0.50 | Calls SCIA a favorite and praises its resilience during a broad selloff. | · | tweet ↗ |
| 2026-10-16 | HAWK | @mathlonning | +0.20 | Reports HAWK's next satellite cluster launch date. | -1.3% | tweet ↗ |
| 2026-10-16 | BUKS | @mathlonning | +0.70 | Expresses strong bullish momentum sentiment toward BUKS. | · | tweet ↗ |
| 2026-10-15 | ASTS | @mathlonning | -0.15 | Questions whether ASTS has launch capacity for its satellites. | -10.5% | tweet ↗ |
| 2026-10-14 | · | @mathlonning | · | Sees a coming opportunity as tax-loss selling ends and capital rotates into higher-conviction stocks. | · | tweet ↗ |
| 2026-10-14 | BUKS | @mathlonning | +0.70 | Celebrates BUKS rising consistently across market conditions. | · | tweet ↗ |
| 2026-10-14 | AMZN | @mathlonning | +0.10 | Presents a bullish VST growth thesis based on acquisition, PPAs, government financing and ERCOT exposure. | -2.4% | tweet ↗ |
| 2026-10-14 | META | @mathlonning | +0.10 | Presents a bullish VST growth thesis based on acquisition, PPAs, government financing and ERCOT exposure. | -12.9% | tweet ↗ |
| 2026-10-14 | VST | @mathlonning | +0.75 | Presents a bullish VST growth thesis based on acquisition, PPAs, government financing and ERCOT exposure. | -7.7% | tweet ↗ |
| 2026-10-13 | VST | @mathlonning | +0.50 | Says VST has forthcoming tailwinds worth attention. | -13.7% | tweet ↗ |
| 2026-10-13 | MU | @mathlonning | +0.10 | Calls MU attractive but warns memory stocks look cheapest near cycle peaks. | -7.9% | tweet ↗ |
| 2026-10-13 | SIF | @mathlonning | +0.90 | Gotta hammer SIF. — Expresses an emphatic intent to buy SIF. | · | tweet ↗ |
| 2026-10-13 | HAWK | @mathlonning | +0.25 | Reports a HAWK cluster launch with RKLB scheduled for October 21. | -5.4% | tweet ↗ |
| 2026-10-13 | RKLB | @mathlonning | +0.15 | Reports a HAWK cluster launch with RKLB scheduled for October 21. | -18.1% | tweet ↗ |
| 2026-10-13 | TMDX | @mathlonning | +0.25 | Reports TMDX averaging over 31 daily flights in October, roughly flat sequentially. | -10.6% | 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.