Author
@matt2cents matt2cents
grade Cx.com/matt2cents ↗
Japanese-language daily AI-compute and US-Japan macro synthesizer for retail
Posts frequent quote-tweet-driven daily market commentary (o
trader score
-1.42
hit rate
45%
mean α
-1.38%
signals 14d
126
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: 45% hit rate, -1.38% mean alpha, trader score -1.42. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 105 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @matt2cents | +0.60 | Reports all iPhone Duo models sold out within one minute and AAPL rose after hours. | +1.2% | tweet ↗ |
| 2026-10-16 | NVDA | @matt2cents | +0.10 | Frames AI-infrastructure financing stress as a market fear while noting Nvidia's defense of CoreWeave. | -1.5% | tweet ↗ |
| 2026-10-16 | CRWV | @matt2cents | -0.65 | Frames AI-infrastructure financing stress as a market fear while noting Nvidia's defense of CoreWeave. | -11.7% | tweet ↗ |
| 2026-10-15 | NVDA | @matt2cents | +0.25 | Attributes a defensive-stock reversal to reassuring remarks from Nvidia's CEO. | -2.9% | tweet ↗ |
| 2026-10-15 | TSM | @matt2cents | +0.45 | Contrasts strong TSM results with financing fears around CRWV and ORCL and questions the AI boom's limits. | -0.9% | tweet ↗ |
| 2026-10-15 | ORCL | @matt2cents | -0.25 | Contrasts strong TSM results with financing fears around CRWV and ORCL and questions the AI boom's limits. | -6.2% | tweet ↗ |
| 2026-10-15 | CRWV | @matt2cents | -0.40 | Contrasts strong TSM results with financing fears around CRWV and ORCL and questions the AI boom's limits. | -22.2% | tweet ↗ |
| 2026-10-15 | SPY | @matt2cents | +0.25 | Reports a U.S. equity rebound and questions whether Asian markets will follow. | -1.5% | tweet ↗ |
| 2026-10-15 | ENVX | @matt2cents | +0.50 | Reports capacity expansion, a favorable lawsuit settlement, and a large drone-battery order. | +4.1% | tweet ↗ |
| 2026-10-15 | LQDA | @matt2cents | +0.50 | Reports capacity expansion, a favorable lawsuit settlement, and a large drone-battery order. | +22.6% | tweet ↗ |
| 2026-10-15 | ASML | @matt2cents | +0.35 | Reports capacity expansion, a favorable lawsuit settlement, and a large drone-battery order. | -5.2% | tweet ↗ |
| 2026-10-15 | AEP | @matt2cents | +0.55 | Presents a long-power, bearish-AI-infrastructure thematic split driven by data-center demand and credit stress. | +4.3% | tweet ↗ |
| 2026-10-15 | IREN | @matt2cents | -0.60 | Presents a long-power, bearish-AI-infrastructure thematic split driven by data-center demand and credit stress. | -18.0% | tweet ↗ |
| 2026-10-15 | BKH | @matt2cents | +0.55 | Presents a long-power, bearish-AI-infrastructure thematic split driven by data-center demand and credit stress. | · | tweet ↗ |
| 2026-10-15 | CRWV | @matt2cents | -0.60 | Presents a long-power, bearish-AI-infrastructure thematic split driven by data-center demand and credit stress. | -22.2% | 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.