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
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hit rate
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mean α
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signals 14d
3
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).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @jaminball | · | ElorianAI released Glimpse, described as its first visual-thinking model. | · | tweet ↗ |
| 2026-10-08 | · | @jaminball | · | Introduces decision models and new decision-related products from OpenAI and Databricks. | · | tweet ↗ |
| 2026-10-07 | · | @jaminball | · | Highlights ElorianAI and Scale AI collaboration on visual-reasoning benchmarks. | · | 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.