Author
@GS_CapSF GS_CapSF
grade Bx.com/GS_CapSF ↗
Opinionated AI-compute bull who maps private-lab economics onto public hyperscaler and semi proxies
Original sector analyst posting high-conviction, position-di
trader score
-0.77
hit rate
45%
mean α
-0.31%
signals 14d
11
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: 45% hit rate, -0.31% mean alpha, trader score -0.77. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 5 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @GS_CapSF | · | Betting on the under, excluding acquisitions. — Author explicitly offers to bet on an unspecified metric coming in below a threshold. | · | tweet ↗ |
| 2026-08-27 | NVDA | @GS_CapSF | +0.55 | Nvidia's growth beat is praised despite a comparatively muted 7.5% stock reaction. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @GS_CapSF | +0.35 | Market-neutral funds' use of megacaps as funding shorts is framed as a source of upside risk. | -4.6% | tweet ↗ |
| 2026-08-27 | GOOGL | @GS_CapSF | +0.35 | Market-neutral funds' use of megacaps as funding shorts is framed as a source of upside risk. | +1.7% | tweet ↗ |
| 2026-08-26 | NVDA | @GS_CapSF | +0.65 | Reports that NVDA's initial 2027 guide substantially exceeded Street and buy-side expectations. | +3.8% | tweet ↗ |
| 2026-08-25 | · | @GS_CapSF | · | Calls the Fed's balance-sheet and issuance approach its biggest mistake since 2008. | · | tweet ↗ |
| 2026-08-25 | · | @GS_CapSF | · | Argues AI will permeate daily life and become the entire economy. | · | tweet ↗ |
| 2026-08-25 | NVDA | @GS_CapSF | +0.55 | Argues NVDA is historically cheap relative to the market and already discounts earnings deterioration. | +2.1% | tweet ↗ |
| 2026-08-18 | · | @GS_CapSF | · | Argues historic ARR growth matters more than a missed estimate. | · | tweet ↗ |
| 2026-08-16 | SPX | @GS_CapSF | +0.00 | Notes one-third of S&P 500 revenue is foreign and attributes ratios partly to big-tech output share. | · | tweet ↗ |
| 2026-08-16 | · | @GS_CapSF | · | Claims passive indexing determines market prices. | · | 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.