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
-1.06
hit rate
35%
mean α
-0.39%
signals 14d
143
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, -0.39% mean alpha, trader score -1.06. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 114 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @matt2cents | · | Says SaaS is holding up while semiconductor stocks are being sold. | · | tweet ↗ |
| 2026-08-28 | MSFT | @matt2cents | +0.25 | Recaps index declines, NVDA and gold weakness, and weekly outperformers after hawkish remarks. | — | tweet ↗ |
| 2026-08-28 | META | @matt2cents | +0.25 | Recaps index declines, NVDA and gold weakness, and weekly outperformers after hawkish remarks. | — | tweet ↗ |
| 2026-08-28 | CRWD | @matt2cents | +0.25 | Recaps index declines, NVDA and gold weakness, and weekly outperformers after hawkish remarks. | — | tweet ↗ |
| 2026-08-28 | NVDA | @matt2cents | -0.45 | Recaps index declines, NVDA and gold weakness, and weekly outperformers after hawkish remarks. | — | tweet ↗ |
| 2026-08-28 | PLTR | @matt2cents | +0.25 | Recaps index declines, NVDA and gold weakness, and weekly outperformers after hawkish remarks. | — | tweet ↗ |
| 2026-08-28 | GLD | @matt2cents | -0.50 | Recaps index declines, NVDA and gold weakness, and weekly outperformers after hawkish remarks. | — | tweet ↗ |
| 2026-08-27 | NVDA.NE | @matt2cents | +0.00 | Notes software and memory strength while presenting divided views on Nvidia's results. | · | tweet ↗ |
| 2026-08-27 | SKHY | @matt2cents | +0.35 | Notes software and memory strength while presenting divided views on Nvidia's results. | · | tweet ↗ |
| 2026-08-27 | CRM | @matt2cents | +0.40 | Notes software and memory strength while presenting divided views on Nvidia's results. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @matt2cents | +0.65 | Highlights hidden NVDA upside and Q4 margin risks tied to memory suppliers. | -4.6% | tweet ↗ |
| 2026-08-27 | SKHY | @matt2cents | +0.35 | Highlights hidden NVDA upside and Q4 margin risks tied to memory suppliers. | · | tweet ↗ |
| 2026-08-27 | MU | @matt2cents | +0.35 | Highlights hidden NVDA upside and Q4 margin risks tied to memory suppliers. | -0.3% | tweet ↗ |
| 2026-08-27 | CRWD | @matt2cents | +0.40 | Promotes bullish analysis of Burry buying NVDA and a SaaS revival led by CRM and CRWD. | -4.2% | tweet ↗ |
| 2026-08-27 | NVDA | @matt2cents | +0.55 | Promotes bullish analysis of Burry buying NVDA and a SaaS revival led by CRM and CRWD. | -4.6% | 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.