Author
@MarkosAAIG MarkosAAIG
grade Ax.com/MarkosAAIG ↗
Deep AI-infrastructure analyst dissecting the data-center supply chain contract-by-contract
Writes original, long-form fundamental theses on the AI comp
trader score
-0.43
hit rate
45%
mean α
-0.26%
signals 14d
50
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 20 scored bets: 45% hit rate, -0.26% mean alpha, trader score -0.43. Their last-14d mentions, direction-adjusted, have moved -8.3% since posting (mean over 42 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IREN | @MarkosAAIG | +0.35 | Analyzes neocloud financing and software differentiation, with constructive views on IREN and WhiteFiber. | — | tweet ↗ |
| 2026-08-28 | WYFI | @MarkosAAIG | +0.35 | Analyzes neocloud financing and software differentiation, with constructive views on IREN and WhiteFiber. | — | tweet ↗ |
| 2026-08-27 | IREN | @MarkosAAIG | +0.00 | Says future management decisions matter more than the imminent earnings report. | -12.5% | tweet ↗ |
| 2026-08-27 | SKHY | @MarkosAAIG | +0.35 | States that SK Hynix has established a U.S. presence. | · | tweet ↗ |
| 2026-08-27 | NVDA | @MarkosAAIG | +0.65 | Frames Nvidia's compute growth as confirmation of an agentic, world-model and ambient-AI revolution. | -4.6% | tweet ↗ |
| 2026-08-26 | · | @MarkosAAIG | · | Argues Nscale accepted a duration discount on a six-year $45B Anthropic deal to support backlog, financing, and its IPO. | · | tweet ↗ |
| 2026-08-26 | NVDA | @MarkosAAIG | +0.85 | Expresses strong bullishness about NVDA's 70% growth outlook into 2028 despite supply constraints. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @MarkosAAIG | +0.30 | Argues lower HBM density reflects scarcity accommodation, leaving aggregate memory-hierarchy demand bullish. | +3.8% | tweet ↗ |
| 2026-08-26 | SKHY | @MarkosAAIG | +0.70 | Argues lower HBM density reflects scarcity accommodation, leaving aggregate memory-hierarchy demand bullish. | · | tweet ↗ |
| 2026-08-26 | 005930.KS | @MarkosAAIG | +0.65 | Argues lower HBM density reflects scarcity accommodation, leaving aggregate memory-hierarchy demand bullish. | · | tweet ↗ |
| 2026-08-26 | MU | @MarkosAAIG | +0.70 | Argues lower HBM density reflects scarcity accommodation, leaving aggregate memory-hierarchy demand bullish. | -0.6% | tweet ↗ |
| 2026-08-25 | NVDA | @MarkosAAIG | +0.25 | Assesses Euclyd's claimed 100x-efficient AI hardware while stressing absent independent validation. | +2.1% | tweet ↗ |
| 2026-08-25 | NVDA | @MarkosAAIG | +0.15 | Author favors Nvidia's purpose-built approach over a generalist alternative, though context is thin. | +2.1% | tweet ↗ |
| 2026-08-25 | NVDA | @MarkosAAIG | +0.55 | Thesis argues greater hardware availability will drive Nvidia toward more memory as AI models expand. | +2.1% | tweet ↗ |
| 2026-08-24 | EOS | @MarkosAAIG | +0.75 | Reports strong revenue growth, backlog and FY26 guidance while reaffirming a long-run defense-platform thesis. | · | 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.