Author

@Jason Jason

Operator-investor evangelizing the AI/autonomy secular wave with causal, founder-level takes

Commentary and high-conviction thematic calls on AI, autonom

trader score
-1.76
hit rate
35%
mean α
-0.89%
signals 14d
24

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, -0.89% mean alpha, trader score -1.76. Their last-14d mentions, direction-adjusted, have moved +2.5% since posting (mean over 8 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NVDA@Jason-0.10Headline claims Nvidia bought Hugging Face.
2026-08-27TAO@Jason+0.70Recommends buying one TAO as a speculative long-term bet. — Explicit recommendation to buy one TAO based on AI-sovereignty progress.·
2026-08-27TSLA@Jason+0.90Calls TSLA below 400 and UBER below 100 generational ten-year buys. — Explicit long-term buy call with entry thresholds and an autonomous-vehicle thesis.-1.7%
2026-08-27UBER@Jason+0.90Calls TSLA below 400 and UBER below 100 generational ten-year buys. — Explicit long-term buy call with entry thresholds and an autonomous-vehicle thesis.+2.4%
2026-08-27·@Jason·Positively characterizes Jensen Huang's support for open source.·
2026-08-26·@Jason·Estimates AI's addressable market at $2.5T revenue and $10T-$25T market value.·
2026-08-26·@Jason·Argues open source is winning on cost while estimating a $2.5T enterprise-AI revenue TAM.·
2026-08-26·@Jason·Proposes selling visas and passports to generate revenue for reducing national debt.·
2026-08-24·@Jason·Argues AI adoption shifts employment from resistant workers toward AI-capable staff and new opportunities.·
2026-08-24NVDA@Jason+0.50Claims Nvidia is making a $6B open-source AI bet and discusses potential Hugging Face buyers.+4.4%
2026-08-24NVDA@Jason+0.50Claims Nvidia is making a $6B open-source AI bet and discusses potential Hugging Face buyers.+4.4%
2026-08-24NVDA@Jason+0.20Headline flags a reported $6B Nvidia AI investment and possible Hugging Face sale.+4.4%
2026-08-24·@Jason·Argues living-wage increases would lift prices modestly but remain economically manageable.·
2026-08-22·@Jason·Proposes a phased US minimum-wage increase and argues employment and inflation effects would be limited.·
2026-08-21BTC@Jason-0.70Calls Bitcoin's rebound a dead-cat bounce and rejects a near-term new high.·

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.