Author
@StonkValue StonkValue
grade Cx.com/StonkValue ↗
Perma-bull retail thematic-basket builder riding the early AI-infrastructure buildout
Publishes long-horizon, sector-organized baskets of small/mi
trader score
-1.74
hit rate
25%
mean α
-1.39%
signals 14d
118
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, -1.39% mean alpha, trader score -1.74. Their last-14d mentions, direction-adjusted, have moved -10.2% since posting (mean over 87 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SEDG | @StonkValue | +0.30 | Includes SEDG in a solar, storage and energy-management investment basket. | — | tweet ↗ |
| 2026-08-28 | POWL | @StonkValue | +0.45 | Presents POWL as a power-infrastructure beneficiary with 9% growth and $2.4B backlog. | — | tweet ↗ |
| 2026-08-28 | TSLA | @StonkValue | +0.45 | Frames TSLA as an energy-storage, EV and AI-infrastructure play with 26% revenue growth. | — | tweet ↗ |
| 2026-08-28 | AMSC | @StonkValue | +0.35 | Includes AMSC as a grid-reliability and power-control infrastructure investment theme. | · | tweet ↗ |
| 2026-08-28 | HUBB | @StonkValue | +0.30 | Includes HUBB as a U.S. transmission and substation-equipment supplier. | · | tweet ↗ |
| 2026-08-28 | ENPH | @StonkValue | +0.30 | Includes ENPH in a distributed solar and energy-storage investment basket. | — | tweet ↗ |
| 2026-08-28 | GEV | @StonkValue | +0.40 | Frames GEV as a beneficiary of rising electricity demand from AI data centers and electrification. | — | tweet ↗ |
| 2026-08-28 | ETN | @StonkValue | +0.50 | Presents ETN as an AI data-center power play with record $8.5B quarterly sales. | — | tweet ↗ |
| 2026-08-28 | TE | @StonkValue | +0.55 | Argues a new U.S. transformer and grid-equipment restriction creates an investment theme benefiting TE. | — | tweet ↗ |
| 2026-08-28 | EOSE | @StonkValue | +0.50 | Presents EOSE as a U.S.-made long-duration storage play with $68.8M revenue and 351% growth. | — | tweet ↗ |
| 2026-08-28 | MXL | @StonkValue | +0.35 | Includes MXL as an AI optical-connectivity and semiconductor-infrastructure play. | — | tweet ↗ |
| 2026-08-28 | DELL | @StonkValue | +0.50 | Presents DELL as an AI-server play with record $43.8B revenue and 88% growth. | — | tweet ↗ |
| 2026-08-28 | ABCL | @StonkValue | +0.30 | Includes ABCL as an antibody-discovery and drug-development platform play. | — | tweet ↗ |
| 2026-08-28 | TXG | @StonkValue | +0.35 | Includes TXG as a genomics play and cites Q2 revenue of $151M. | — | tweet ↗ |
| 2026-08-28 | IBRX | @StonkValue | +0.30 | Includes IBRX as a cancer-immunotherapy and commercial-biotech investment play. | — | 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.