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
-2.52
hit rate
25%
mean α
-1.68%
signals 14d
128
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: 25% hit rate, -1.68% mean alpha, trader score -2.52. Their last-14d mentions, direction-adjusted, have moved -6.4% since posting (mean over 106 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @matt2cents | · | Japanese macro recap cites 57k payrolls, unemployment 4.2%, USDJPY drop and Nikkei futures. | · | tweet ↗ |
| 2026-07-02 | SOXX | @matt2cents | -0.45 | Japanese post reports Kioxia plunge, SOXX bifurcation risk, IV 61.68%, P2C 3.84. | — | tweet ↗ |
| 2026-07-02 | SOXX | @matt2cents | -0.45 | Reports US payrolls at 57k and Nasdaq/SOXX selling tied to semiconductor names. | — | tweet ↗ |
| 2026-07-02 | SNDK | @matt2cents | -0.45 | Reports US payrolls at 57k and Nasdaq/SOXX selling tied to semiconductor names. | — | tweet ↗ |
| 2026-07-02 | QQQ | @matt2cents | -0.25 | Reports US payrolls at 57k and Nasdaq/SOXX selling tied to semiconductor names. | — | tweet ↗ |
| 2026-07-02 | SNDK | @matt2cents | -0.45 | YouTube headline says memory-stock crash continues with semiconductor selling. | — | tweet ↗ |
| 2026-07-02 | MU | @matt2cents | -0.45 | YouTube headline says memory-stock crash continues with semiconductor selling. | — | tweet ↗ |
| 2026-07-02 | GLD | @matt2cents | -0.55 | Says gold remains in a declining trend as rate-hike expectations reduce appeal. | — | tweet ↗ |
| 2026-07-01 | · | @matt2cents | · | Discusses ADP, JOLTS, USDJPY and 10-year yield data with hawkish Warsh/Fed implications. | · | tweet ↗ |
| 2026-07-01 | CRWV | @matt2cents | -0.55 | Reports Meta entering AI cloud, positive for META and negative for neocloud competitors. | -4.6% | tweet ↗ |
| 2026-07-01 | META | @matt2cents | +0.55 | Reports Meta entering AI cloud, positive for META and negative for neocloud competitors. | -4.9% | tweet ↗ |
| 2026-07-01 | NBIS | @matt2cents | -0.55 | Reports Meta entering AI cloud, positive for META and negative for neocloud competitors. | -5.9% | tweet ↗ |
| 2026-07-01 | SOXX | @matt2cents | -0.35 | Says Michael Burry disclosed shorts in AMAT/CAT and semiconductor equipment fell. | -5.6% | tweet ↗ |
| 2026-07-01 | CAT | @matt2cents | -0.35 | Says Michael Burry disclosed shorts in AMAT/CAT and semiconductor equipment fell. | -2.8% | tweet ↗ |
| 2026-07-01 | AMAT | @matt2cents | -0.45 | Says Michael Burry disclosed shorts in AMAT/CAT and semiconductor equipment fell. | -7.4% | 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.