Author
@DavidSacks DavidSacks
grade Bx.com/DavidSacks ↗
High-conviction AI-policy evangelist arguing the pro-innovation macro case with datapoints
Posts long-form macro/policy commentary on AI — compute econ
trader score
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hit rate
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mean α
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signals 14d
4
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 2 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @DavidSacks | +0.75 | Highlights strong NVDA and Salesforce results that contradict bearish AI-capex and SaaS narratives. | -4.6% | tweet ↗ |
| 2026-08-27 | CRM | @DavidSacks | +0.65 | Highlights strong NVDA and Salesforce results that contradict bearish AI-capex and SaaS narratives. | +1.6% | tweet ↗ |
| 2026-08-21 | · | @DavidSacks | · | Argues self-funded data-center power can lower prices and finance local infrastructure. | · | tweet ↗ |
| 2026-08-21 | · | @DavidSacks | · | Highlights a specialized legal model achieving strong benchmarks at lower cost. | · | 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.