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
-0.63
hit rate
35%
mean α
-0.52%
signals 14d
2
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: 35% hit rate, -0.52% mean alpha, trader score -0.63. Their last-14d mentions, direction-adjusted, have moved -18.2% since posting (mean over 1 mentions with price data).
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-03 | · | @institLPGP | · | Expresses a strongly negative view of bonds, though the linked context is unavailable. | · | tweet ↗ |
| 2026-10-02 | HPE | @institLPGP | +0.35 | Says HPE's chart has materially improved over nine days. | -18.2% | 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.