Author
@jaminball jaminball
grade Bx.com/jaminball ↗
Cloud/AI-infra analyst quantifying the hyperscaler and GPU buildout from the bottom up
Analyzes cloud software and AI infrastructure, converting hy
trader score
+0.72
hit rate
50%
mean α
+0.91%
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 6 scored bets: 50% hit rate, +0.91% mean alpha, trader score +0.72.
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-23 | · | @jaminball | · | Endorses a view that closed frontier models capture most value despite a minority of token volume. | · | tweet ↗ |
| 2026-08-18 | · | @jaminball | · | Decagon says open models run 90% of workloads but only 11% of spend | · | 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.