Author
@JTLonsdale JTLonsdale
grade Cx.com/JTLonsdale ↗
Palantir/8VC founder posting reasoned, ideological US-tech-optimist macro takes
Original macro and thematic commentary from a tech founder-i
trader score
·
hit rate
·
mean α
·
signals 14d
5
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 signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | · | @JTLonsdale | · | Describes a robot generalizing learned manipulation skills to novel objects and tasks and discloses follow-on funding. | · | tweet ↗ |
| 2026-08-19 | · | @JTLonsdale | · | The author presents AI and data-center deployment as a long-term driver of large household savings. | · | tweet ↗ |
| 2026-08-19 | · | @JTLonsdale | · | The author argues lower capital-gains taxes improve capital reallocation and favors taxing luxury consumption instead. | · | tweet ↗ |
| 2026-08-19 | · | @JTLonsdale | · | Forecasts scaled US manufacturing and falling prices making the 2030s a disinflation decade. | · | tweet ↗ |
| 2026-08-18 | · | @JTLonsdale | · | Expresses a constructive long-run outlook for cheaper and better healthcare. | · | 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.