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
+0.21
hit rate
30%
mean α
+0.06%
signals 14d
23
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: 30% hit rate, +0.06% mean alpha, trader score +0.21. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @EdLudlow | · | The SOX is headed for an eighth straight decline, its worst such run since 2008, while remaining up 60% YTD. | · | tweet ↗ |
| 2026-10-15 | TSLA | @EdLudlow | -0.25 | The author disparages his Model Y as poor compared with the showcased flying Tesla concept. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @EdLudlow | -0.15 | The author says the showcased product left his child disappointed with their Model Y. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @EdLudlow | · | Anduril is conducting a tender at a $90 billion valuation, up from $61 billion in May. | · | tweet ↗ |
| 2026-10-15 | · | @EdLudlow | · | The Philadelphia Semiconductor Index fell for a seventh straight session, its longest decline since May 2025. | · | tweet ↗ |
| 2026-10-14 | RKLB | @EdLudlow | -0.55 | Rocket Lab fell 8% after delaying Neutron's inaugural launch until 2027. | -11.1% | tweet ↗ |
| 2026-10-14 | SPCX | @EdLudlow | +0.15 | Barclays says a Tesla-SpaceX merger announcement is possible before the December AGM. | · | tweet ↗ |
| 2026-10-14 | TSLA | @EdLudlow | +0.15 | Barclays says a Tesla-SpaceX merger announcement is possible before the December AGM. | +1.4% | tweet ↗ |
| 2026-10-14 | · | @EdLudlow | · | Reports Anduril's employee tender values the private defense company near $90B, up from $61B in May. | · | tweet ↗ |
| 2026-10-13 | AMZN | @EdLudlow | +0.25 | Author says Alexa+ gives much better answers for general queries, though core use remains basic. | -4.1% | tweet ↗ |
| 2026-10-13 | AAPL | @EdLudlow | +0.25 | Author sees Apple's HomeView as a natural purchase for a mixed Apple-Amazon household. | +1.9% | tweet ↗ |
| 2026-10-13 | AMZN | @EdLudlow | +0.05 | Author sees Apple's HomeView as a natural purchase for a mixed Apple-Amazon household. | -4.1% | tweet ↗ |
| 2026-10-12 | MSFT | @EdLudlow | +0.00 | Reply identifies the referenced hardware as a Microsoft chip. | -3.1% | tweet ↗ |
| 2026-10-12 | NVDA | @EdLudlow | +0.00 | Reply notes that Vera Rubin uses HBM4 as its core memory architecture. | -6.8% | tweet ↗ |
| 2026-10-12 | MSFT | @EdLudlow | +0.00 | Microsoft's 40% comparison lacks a specifically identified Nvidia or other GPU baseline. | -3.1% | 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.