Author

@benitoz benitoz

grade Bx.com/benitoz ↗

EE-turned-investor mapping the entire AI compute stack with mechanistic, NVDA-anchored conviction

Produces original, technically deep theses on the AI infrast

trader score
-0.27
hit rate
60%
mean α
-0.10%
signals 14d
53

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: 60% hit rate, -0.10% mean alpha, trader score -0.27. Their last-14d mentions, direction-adjusted, have moved +0.0% since posting (mean over 43 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NVDA@benitoz+0.45Frames token pricing as a macro issue and argues NVIDIA's inference tiers capture frontier premiums and marginal-cost floors.—
2026-08-27NVDA@benitoz+0.85Explicitly discloses a long NVDA position and argues supply, not demand, limits growth.-4.6%
2026-08-27NVDA@benitoz+0.50比较AWS自研CPU与Nvidia Vera，并称Vera在agent任务上快1.8倍。-4.6%
2026-08-27AMZN@benitoz+0.05比较AWS自研CPU与Nvidia Vera，并称Vera在agent任务上快1.8倍。+4.0%
2026-08-26NVDA@benitoz+0.85Bullish Nvidia thesis citing accelerating growth, reduced concentration and expanded Amazon GPU demand.+3.8%
2026-08-26AMZN@benitoz+0.45Bullish Nvidia thesis citing accelerating growth, reduced concentration and expanded Amazon GPU demand.+2.4%
2026-08-26NVDA@benitoz+0.55Frames compute revenue per gigawatt as Nvidia's key scaling metric and projects Feynman near $64B/GW.+3.8%
2026-08-26·@benitoz·Jensen says agents require 15-100 times more compute, implying much higher GPU, CPU and system demand.·
2026-08-26NVDA@benitoz+0.90Interprets Nvidia's constrained $700B outlook as evidence of a plausible $1T revenue opportunity.+3.8%
2026-08-26NVDA@benitoz+0.65Nvidia's CFO describes recurring rental-revenue participation layered onto hardware sales.+3.8%
2026-08-26NVDA@benitoz+0.50Nvidia CFO says the company expects 70% growth in fiscal 2028 while remaining supply constrained.+3.8%
2026-08-26NVDA@benitoz+0.55Reports an Nvidia-AWS arrangement involving two million Vera GPUs.+3.8%
2026-08-26AMZN@benitoz+0.35Reports an Nvidia-AWS arrangement involving two million Vera GPUs.+2.4%
2026-08-25AAPL@benitoz+0.55Three-month lead time for a top-spec M5 Ultra is framed as strong demand and local-AI momentum.+3.2%
2026-08-25NVDA@benitoz+0.20Details OpenAI's new inference chip while noting Nvidia remains essential for training.+2.1%

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.