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
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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 +1.8% since posting (mean over 3 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | NVDA | @JordanNanos | +0.30 | Predicts Nvidia NVLink Fusion availability through AWS before a competing networking product. | +3.8% | tweet ↗ |
| 2026-08-26 | AMZN | @JordanNanos | +0.20 | Predicts Nvidia NVLink Fusion availability through AWS before a competing networking product. | +2.4% | tweet ↗ |
| 2026-08-25 | · | @JordanNanos | · | Observes that semiconductor startups are shifting toward neocloud business models. | · | tweet ↗ |
| 2026-08-23 | · | @JordanNanos | · | Predicts chip programs will use AI-generated hardware-specific kernels after abandoning universal compilers. | · | tweet ↗ |
| 2026-08-23 | · | @JordanNanos | · | Reports that AI agents already write kernels used to bring up new hardware. | · | tweet ↗ |
| 2026-08-21 | · | @JordanNanos | · | Teases the upcoming ClusterMAX 3.0 release. | · | tweet ↗ |
| 2026-08-18 | GOOGL | @JordanNanos | -0.40 | Cites criticism that Google invents heavily but struggles to monetize and relies on acquisitions. | +0.7% | tweet ↗ |
| 2026-08-18 | · | @JordanNanos | · | Quantifies alleged PJM capacity-model errors and $12 billion of excess ratepayer costs. | · | 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.