Author
@JordanNanos JordanNanos
grade Ax.com/JordanNanos ↗
Hands-on AI-infrastructure expert decoding GPU-cluster economics into semis investment signal
Reads and dissects AI training/inference infrastructure (pap
trader score
·
hit rate
·
mean α
·
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
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-10 | · | @JordanNanos | · | Claims a Chinese model ranks first in cybersecurity outside restricted programs and details ecosystem implications. | · | tweet ↗ |
| 2026-10-09 | · | @JordanNanos | · | Claims leading Chinese open models now run on domestic Chinese accelerators. | · | tweet ↗ |
| 2026-10-08 | · | @JordanNanos | · | The author characterizes GLM 5.3 as a frontier cybersecurity model because of its classifiers. | · | tweet ↗ |
| 2026-10-04 | · | @JordanNanos | · | Suggests Chinese AI models running on domestic accelerators have major data-center capex implications. | · | 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.