@EdLudlow EdLudlow
Bloomberg tech journalist breaking primary-sourced AI-infrastructure and semis scoops
Reports and contextualizes breaking tech news — filings, ear
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 45% hit rate, +0.02% mean alpha, trader score +0.04. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 12 mentions with price data).
Ed Ludlow’s window is mostly reporting and data framing, not explicit trade calls. The concentration sits in SpaceX valuation/activity versus public mega-cap comps, with additional news breaks around xAI capacity, Nvidia debt issuance, Snap Specs concerns, and GTA VI preorder timing. No position disclosures or directional calls appeared in the supplied signals.
The author’s posts are concentrated on SpaceX valuation/activity and related public-market comparisons, with no explicit long or short calls. The rest of the window is event-driven reporting across AI infrastructure, Snap product concerns, and TTWO’s GTA VI preorder catalyst. There are no adds, trims, exits, or position disclosures in the supplied signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MSFT | @EdLudlow | +0.10 | Microsoft to discuss forward-deployed engineers and 6,000 people in varied AI-related roles. | — | tweet ↗ |
| 2026-07-02 | TSLA | @EdLudlow | +0.60 | Breaking: Tesla Q2 deliveries of 480,126 beat Bloomberg estimate of 396,466. | — | tweet ↗ |
| 2026-07-01 | CRWV | @EdLudlow | -0.35 | Sources describe Meta model/API and compute plans; Meta up, CoreWeave down. | -4.6% | tweet ↗ |
| 2026-07-01 | META | @EdLudlow | +0.50 | Sources describe Meta model/API and compute plans; Meta up, CoreWeave down. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @EdLudlow | +0.55 | Bloomberg reports Meta plans cloud infrastructure business competing with AWS, Azure and Google Cloud. | -4.9% | tweet ↗ |
| 2026-07-01 | AMZN | @EdLudlow | -0.10 | Bloomberg reports Meta plans cloud infrastructure business competing with AWS, Azure and Google Cloud. | +0.4% | tweet ↗ |
| 2026-07-01 | GOOGL | @EdLudlow | -0.10 | Bloomberg reports Meta plans cloud infrastructure business competing with AWS, Azure and Google Cloud. | -0.4% | tweet ↗ |
| 2026-07-01 | MSFT | @EdLudlow | -0.10 | Bloomberg reports Meta plans cloud infrastructure business competing with AWS, Azure and Google Cloud. | +1.6% | tweet ↗ |
| 2026-06-30 | · | @EdLudlow | · | Bloomberg reports Mirae failed to enter $1.1B of SpaceX IPO orders and got no allocation. | · | tweet ↗ |
| 2026-06-26 | SPCX | @EdLudlow | -0.50 | SpaceX's $25B bond sale has produced roughly $305M in paper losses. | · | tweet ↗ |
| 2026-06-25 | AAPL | @EdLudlow | -0.15 | Bloomberg reports Apple raised Mac and iPad prices to counter memory shortage costs. | +12.2% | tweet ↗ |
| 2026-06-24 | BABA | @EdLudlow | -0.30 | Anthropic alleges Alibaba illicitly accessed Claude. | -3.7% | tweet ↗ |
| 2026-06-24 | MU | @EdLudlow | +0.65 | Micron shares up after hours on strong 4Q forecast and AI memory demand commentary | -7.0% | tweet ↗ |
| 2026-06-24 | GOOGL | @EdLudlow | -0.25 | Bloomberg reports two key Google AI contributors leaving for Anthropic | +4.2% | tweet ↗ |
| 2026-06-24 | AVGO | @EdLudlow | +0.45 | OpenAI and Broadcom unveiled custom AI chip with cost, capacity and spend stats | -5.7% | 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.