Author
@lokoyacap lokoyacap
grade Ax.com/lokoyacap ↗
Supply-chain-deep AI compute analyst modeling hyperscaler capex and chip financing
Posts original, reasoning-heavy threads on the AI datacenter
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 |
|---|---|---|---|---|---|---|
| 2026-10-10 | · | @lokoyacap | · | Advocates monthly gross and net disclosure by two private AI companies. | · | tweet ↗ |
| 2026-10-10 | · | @lokoyacap | · | Rejects claims that private AI firms owe financial media or retail investors disclosures. | · | tweet ↗ |
| 2026-10-10 | · | @lokoyacap | · | Defends private AI companies' silence and blames media reporting for metric confusion. | · | tweet ↗ |
| 2026-10-08 | · | @lokoyacap | · | Strongly criticizes the FT's unconfirmed presentation of OpenAI's $70B revenue metric. | · | tweet ↗ |
| 2026-10-05 | · | @lokoyacap | · | Argues anti-distillation controls create an opening for next-generation U.S. open-source AI firms. | · | 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.