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
-1.23
hit rate
27%
mean α
-1.61%
signals 14d
12
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 11 scored bets: 27% hit rate, -1.61% mean alpha, trader score -1.23. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 8 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | ASML | @lfg_cap | -0.25 | Dismisses EUV capacity worries with ASML tag, but context is in linked media. | — | tweet ↗ |
| 2026-06-27 | NVDA | @lfg_cap | +0.45 | Says it seems bullish for NVDA, albeit tentative. | +1.2% | tweet ↗ |
| 2026-06-26 | NVDA | @lfg_cap | -0.10 | Says optics/memory trade and NVDA versus NEOs do not make sense; asks about TSM. | +1.2% | tweet ↗ |
| 2026-06-26 | TSM | @lfg_cap | +0.00 | Says optics/memory trade and NVDA versus NEOs do not make sense; asks about TSM. | +0.4% | tweet ↗ |
| 2026-06-26 | MSFT | @lfg_cap | -0.05 | Bullish on CSP growth and funded 2028 capex, but says not bottom fishing after Microsoft burn. | +4.7% | tweet ↗ |
| 2026-06-25 | NVDA | @lfg_cap | +0.75 | Says AI capex coverage can send semis vertical for 24 months with $2T 2028 capex funded. | -0.5% | tweet ↗ |
| 2026-06-25 | SOX | @lfg_cap | +0.75 | Says AI capex coverage can send semis vertical for 24 months with $2T 2028 capex funded. | · | tweet ↗ |
| 2026-06-25 | ASML | @lfg_cap | +0.75 | Says AI capex coverage can send semis vertical for 24 months with $2T 2028 capex funded. | -3.9% | tweet ↗ |
| 2026-06-25 | DRAM | @lfg_cap | +0.75 | Says AI capex coverage can send semis vertical for 24 months with $2T 2028 capex funded. | · | tweet ↗ |
| 2026-06-25 | AVGO | @lfg_cap | +0.75 | Says AI capex coverage can send semis vertical for 24 months with $2T 2028 capex funded. | -4.9% | tweet ↗ |
| 2026-06-24 | · | @lfg_cap | · | Says an overnight unwind could end the capex trade. | · | tweet ↗ |
| 2026-06-23 | NVDA | @lfg_cap | +0.30 | Suggests eventual Nvidia acquisition as part of positive story angle. | -2.6% | 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.