Author
@EdLudlow EdLudlow
grade Ax.com/EdLudlow ↗
Bloomberg tech journalist breaking primary-sourced AI-infrastructure and semis scoops
Reports and contextualizes breaking tech news — filings, ear
trader score
+0.42
hit rate
60%
mean α
+0.17%
signals 14d
21
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, +0.17% mean alpha, trader score +0.42. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @EdLudlow | +0.35 | Notes Nvidia unusually offered a full-year model based on supply rather than demand. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @EdLudlow | +0.10 | Distinguishes investment-grade hyperscalers from non-IG frontier labs in Nvidia's demand base. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @EdLudlow | +0.50 | Reports Nvidia's unusual annual guidance for 70% fiscal-2028 revenue growth. | +3.8% | tweet ↗ |
| 2026-08-26 | AAPL | @EdLudlow | +0.20 | References Apple's September 9 launch event. | +2.0% | tweet ↗ |
| 2026-08-26 | META | @EdLudlow | -0.05 | Details major teen-user operational restrictions in Meta's $16.7B state settlement. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @EdLudlow | +0.20 | Confirms Meta and multiple U.S. states settled a landmark social-media case. | +0.3% | tweet ↗ |
| 2026-08-25 | SPCX | @EdLudlow | +0.25 | A launch-site project is quantified at $100B across 125,000 acres. | · | tweet ↗ |
| 2026-08-25 | · | @EdLudlow | · | Private autonomous-trucking company Gatik raised $200M from QIA, Koch, Millennium, Ark and others. | · | tweet ↗ |
| 2026-08-24 | NVDA | @EdLudlow | +0.25 | Bloomberg report says some Nvidia systems may see 15% price hikes in 2027. | +4.4% | tweet ↗ |
| 2026-08-24 | NVDA | @EdLudlow | -0.45 | Nvidia is down 2.5%, marking seven straight declines and a period loss above 7%. | +4.4% | tweet ↗ |
| 2026-08-24 | AAPL | @EdLudlow | +0.30 | Reports an easy, successful MacBook Air lease, trade-in, and migration experience. | +3.0% | tweet ↗ |
| 2026-08-24 | NVDA | @EdLudlow | +0.25 | Bloomberg sources say Blackwell and Vera Rubin systems may rise 15%+ in 2027. | +4.4% | tweet ↗ |
| 2026-08-21 | ARM | @EdLudlow | +0.30 | UK AI-chip ecosystem is framed as promising but funding-constrained, with Nvidia's dominance expected to loosen. | -1.8% | tweet ↗ |
| 2026-08-21 | NVDA | @EdLudlow | -0.20 | UK AI-chip ecosystem is framed as promising but funding-constrained, with Nvidia's dominance expected to loosen. | +1.3% | tweet ↗ |
| 2026-08-20 | · | @EdLudlow | · | Waymo's purpose-built 5nm ASIC is highlighted as a new autonomous-compute capability. | · | 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.