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
+0.26
hit rate
65%
mean α
+0.12%
signals 14d
73
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: 65% hit rate, +0.12% mean alpha, trader score +0.26. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @BenBajarin | · | Frames full-stack AI deployment around hypercloud, neocloud and multicloud capabilities. | · | tweet ↗ |
| 2026-08-28 | QCOM | @BenBajarin | +0.55 | Agrees QCOM has upside if it executes and calls it a datacenter beneficiary. | — | tweet ↗ |
| 2026-08-28 | NVDA | @BenBajarin | +0.25 | Points to computational-workload implications in an NVDA slide but leaves details in media. | — | tweet ↗ |
| 2026-08-28 | · | @BenBajarin | · | Argues computational complexity shows the market is severely short of compute. | · | tweet ↗ |
| 2026-08-27 | MRVL | @BenBajarin | +0.50 | Bullish CXL ecosystem thesis highlights MRVL discussion and a beneficiary map. | -10.3% | tweet ↗ |
| 2026-08-27 | · | @BenBajarin | · | Hot Chips analysis describes industry alignment on inference but disagreement over system architecture. | · | tweet ↗ |
| 2026-08-27 | · | @BenBajarin | · | Says AI increasingly delivers acceptable quality and improves multitasking efficiency. | · | tweet ↗ |
| 2026-08-27 | NVDA | @BenBajarin | +0.60 | Estimates semiconductor demand at 115%-120% of capacity and says supply constrains NVDA revenue. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @BenBajarin | · | Argues agentic AI's computational complexity implies substantial daily compute demand. | · | tweet ↗ |
| 2026-08-26 | NVDA | @BenBajarin | +0.35 | Argues Nvidia would absorb all additional Intel capacity, benefiting both firms. | +3.8% | tweet ↗ |
| 2026-08-26 | INTC | @BenBajarin | +0.55 | Argues Nvidia would absorb all additional Intel capacity, benefiting both firms. | +1.4% | tweet ↗ |
| 2026-08-26 | NVDA | @BenBajarin | +0.60 | Reports Nvidia's 70% FY28 growth projection and says supply constraints limit further growth. | +3.8% | tweet ↗ |
| 2026-08-26 | INTC | @BenBajarin | +0.35 | Reports Nvidia's 70% FY28 growth projection and says supply constraints limit further growth. | +1.4% | tweet ↗ |
| 2026-08-26 | INTC | @BenBajarin | +0.50 | Reiterates a favorable view of Intel's 14A process node. | +1.4% | tweet ↗ |
| 2026-08-25 | CLS | @BenBajarin | +0.35 | Names AVGO and CLS as partners for OpenAI's Jalepeno architecture. | -2.7% | 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.