Author
@BenBajarin BenBajarin
grade Ax.com/BenBajarin ↗
Primary-sourced semiconductor and AI-infrastructure analyst reframing compute-economics consensus
Publishes reasoned, framework-level analysis of the AI compu
trader score
-2.28
hit rate
10%
mean α
-0.92%
signals 14d
81
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: 10% hit rate, -0.92% mean alpha, trader score -2.28. Their last-14d mentions, direction-adjusted, have moved -12.8% since posting (mean over 43 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CRDO | @BenBajarin | +0.55 | Argues Credo covers critical short- and long-range connectivity needs for future compute. | -13.2% | tweet ↗ |
| 2026-10-16 | AVGO | @BenBajarin | +0.25 | Reports favorable meetings with Broadcom about networking opportunities and challenges. | -2.2% | tweet ↗ |
| 2026-10-16 | AAPL | @BenBajarin | -0.20 | Expects prolonged iPhone Duo constraints due to modest builds and fixed manufacturing timelines. | +1.2% | tweet ↗ |
| 2026-10-16 | · | @BenBajarin | · | Argues a bubble collapse would further concentrate power among dominant firms. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Says private firm Lightmatter is well positioned for an unspecified industry shift. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Assesses latency tradeoffs for complex on-device AI and coding agents. | · | tweet ↗ |
| 2026-10-15 | INTC | @BenBajarin | +0.30 | Views Intel's product move as strategically more significant than it appears. | -8.8% | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Frames optical backplanes as a necessary design shift as racks move beyond copper. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Explains why network switches lead NPO/CPO adoption while GPU integration comes later. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Expects full utilization of neocloud and power capacity despite widespread company failures. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Projects enterprise agentic spending could exceed $1 trillion annually. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Says chip equipment beat a bull case and is entering a longer growth cycle. | · | tweet ↗ |
| 2026-10-15 | · | @BenBajarin | · | Expresses a strong secular view that substantially more compute capacity is needed. | · | tweet ↗ |
| 2026-10-14 | AAPL | @BenBajarin | +0.20 | Reports that Apple and Costco were the only watch-list names not red for the day. | +1.4% | tweet ↗ |
| 2026-10-14 | COST | @BenBajarin | +0.20 | Reports that Apple and Costco were the only watch-list names not red for the day. | +2.2% | 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.