Author

@itsTarH itsTarH

AI-compute supply-chain mapper bridging US hyperscaler capex to India plays

Tracks the AI compute buildout end-to-end - GPUs, advanced p

trader score
-1.00
hit rate
17%
mean α
-1.21%
signals 14d
4

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 6 scored bets: 17% hit rate, -1.21% mean alpha, trader score -1.00.

Recent signals4receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-24·@itsTarH·Explains that multibaggers require both multiple expansion and high earnings growth.·
2026-08-17·@itsTarH·Ranks leading and emerging sectors using earnings growth and price strength.·
2026-08-16·@itsTarH·Recaps a roughly 30% three-week gain in an unidentified post-spinoff business.·
2026-08-14·@itsTarH·Relays SemiAnalysis's view that favorable economics make India a major future data-center location.·

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.