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
+0.44
hit rate
50%
mean α
+0.33%
signals 14d
7
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 18 scored bets: 50% hit rate, +0.33% mean alpha, trader score +0.44. Their last-14d mentions, direction-adjusted, have moved +4.0% since posting (mean over 3 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @lfg_cap | · | Time to short app companies again. — Explicit forward short call, but no specific security is identified. | · | tweet ↗ |
| 2026-08-27 | AEP | @lfg_cap | +0.20 | Quotes an executive praising AEP-related relief and efficiency benefits. | -0.3% | tweet ↗ |
| 2026-08-27 | SNPS | @lfg_cap | -0.20 | Meme-like call for underwater SNPS holders to unite. | -4.8% | tweet ↗ |
| 2026-08-27 | · | @lfg_cap | · | Expresses strong bullishness, but the referenced asset is only in unseen context. | · | tweet ↗ |
| 2026-08-23 | · | @lfg_cap | · | Likely return to a long stance this week after remaining tactically sidelined. — Expects limited further consolidation and says strong earnings may prompt a return to long exposure this week. | · | tweet ↗ |
| 2026-08-23 | GTLB | @lfg_cap | +0.35 | Expresses enthusiasm about Bill's involvement with GitLab, though the precise development is unstated. | +7.7% | tweet ↗ |
| 2026-08-18 | · | @lfg_cap | · | Argues AI tokens are changing cybersecurity vendor economics and defensive posture | · | 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.