Author
@institLPGP institLPGP
grade Ax.com/institLPGP ↗
Anon AI-hardware PM threading model-architecture shifts into memory/WFE/neocloud supply-demand calls
Builds and trades a concentrated, interlinked AI-infrastruct
trader score
+0.18
hit rate
50%
mean α
+0.11%
signals 14d
97
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: 50% hit rate, +0.11% mean alpha, trader score +0.18. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 51 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | IREN | @institLPGP | -0.85 | Warns IREN holders that management has mishandled capital and suggests losses need not be recovered in the same stock. | -12.5% | tweet ↗ |
| 2026-08-27 | · | @institLPGP | · | Positive assessment of rising open-source AI model dynamism. | · | tweet ↗ |
| 2026-08-27 | · | @institLPGP | · | Warns overconfidence among semiconductor and memory investors will impair capital. | · | tweet ↗ |
| 2026-08-27 | · | @institLPGP | · | Argues an unnamed firm lacks data-center monopoly power but exploits GPU monopsony power. | · | tweet ↗ |
| 2026-08-27 | · | @institLPGP | · | Discloses owning an unnamed stock despite strongly disliking it. | · | tweet ↗ |
| 2026-08-27 | NVDA | @institLPGP | -0.15 | Warns Nvidia's monopsony power is risky and suggests it could buy a neoscaler. | -4.6% | tweet ↗ |
| 2026-08-27 | NBIS | @institLPGP | +0.65 | States that a crucial Nebius investment thesis remains intact. | -4.3% | tweet ↗ |
| 2026-08-27 | NBIS | @institLPGP | +0.80 | Argues Nebius is differentiating into a neoscaler that can take share after excess capacity pressures rivals. | -4.3% | tweet ↗ |
| 2026-08-27 | NVDA | @institLPGP | -0.20 | Mocking the idea of Nvidia becoming a financing conglomerate like GE Capital. | -4.6% | tweet ↗ |
| 2026-08-27 | UBER | @institLPGP | +0.25 | Interest in Avride implies a mildly constructive view of Uber's autonomous-driving exposure. | +2.4% | tweet ↗ |
| 2026-08-27 | NBIS | @institLPGP | +0.25 | Author views Avride's progress positively for its associated companies. | -4.3% | tweet ↗ |
| 2026-08-27 | UBER | @institLPGP | +0.25 | Author views Avride's progress positively for its associated companies. | +2.4% | tweet ↗ |
| 2026-08-27 | SPX | @institLPGP | +0.10 | Says the IGV-versus-S&P recommendation would have produced negative alpha. | · | tweet ↗ |
| 2026-08-27 | IGV | @institLPGP | -0.30 | Says the IGV-versus-S&P recommendation would have produced negative alpha. | -0.7% | tweet ↗ |
| 2026-08-27 | ACMR | @institLPGP | +0.55 | Calling ACMR a sleeper expresses overlooked-upside conviction. | -7.5% | 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.