Author
@lfg_cap lfg_cap
grade Bx.com/lfg_cap ↗
Pseudonymous AI-infrastructure analyst mapping capex and lease signals to mispriced public proxies
Posts conviction long theses and position disclosures on AI
trader score
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hit rate
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mean α
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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 |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @lfg_cap | · | Notes a quiet AI-model cycle and lack of training, RL, or distillation activity. | · | tweet ↗ |
| 2026-10-10 | · | @lfg_cap | · | Jokingly frames market conditions as the end of the bull market. | · | tweet ↗ |
| 2026-10-10 | · | @lfg_cap | · | Declares the bull market over while presenting the claim humorously. | · | tweet ↗ |
| 2026-10-06 | · | @lfg_cap | · | Warns buyers that cybersecurity-stock valuations have become extreme. | · | tweet ↗ |
| 2026-10-06 | · | @lfg_cap | · | Despite contradictory wording, explicitly predicts the market will rally. | · | 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.