Author
@itsTarH itsTarH
grade Bx.com/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
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hit rate
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mean α
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signals 14d
8
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 1 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSM | @itsTarH | +0.40 | TSM capex is projected to rise from $65B this year to $90B in 2027 and over $100B in 2028. | +1.4% | tweet ↗ |
| 2026-10-12 | · | @itsTarH | · | Argues rising rates will constrain AI-related debt issuance and incremental capital expenditure. | · | tweet ↗ |
| 2026-10-12 | · | @itsTarH | · | Calls a transition from internally funded AI capex to debt- and equity-funded investment. | · | tweet ↗ |
| 2026-10-11 | · | @itsTarH | · | Provides valuation and margin figures but lacks an identifiable company or asset. | · | tweet ↗ |
| 2026-10-11 | · | @itsTarH | · | Summarizes five corporate filings involving joint ventures, fundraising, manufacturing contracts and a large order. | · | tweet ↗ |
| 2026-10-10 | · | @itsTarH | · | Forecasts lower bond yields, temporarily stable oil and further multiple expansion for high-growth stocks. | · | tweet ↗ |
| 2026-10-04 | GESHIP | @itsTarH | +0.65 | Bullish shipping thesis cites 3.5x Suezmax rates, spot exposure, and a 30% NAV discount. | · | tweet ↗ |
| 2026-10-04 | INIO | @itsTarH | +0.25 | Highlights INIO within the AI-data-center gas-engine generator supply chain. | · | 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.