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
-0.78
hit rate
40%
mean α
-0.83%
signals 14d
44
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: 40% hit rate, -0.83% mean alpha, trader score -0.78. Their last-14d mentions, direction-adjusted, have moved -10.3% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | NBIS | @MarkosAAIG | -0.25 | Warns weak neocloud entrants and debt-funded capacity could create systemic AI-infrastructure risk. | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @MarkosAAIG | -0.25 | Warns weak neocloud entrants and debt-funded capacity could create systemic AI-infrastructure risk. | -18.0% | tweet ↗ |
| 2026-10-15 | NVDA | @MarkosAAIG | +0.15 | Warns weak neocloud entrants and debt-funded capacity could create systemic AI-infrastructure risk. | -2.9% | tweet ↗ |
| 2026-10-15 | CRWV | @MarkosAAIG | -0.35 | Warns weak neocloud entrants and debt-funded capacity could create systemic AI-infrastructure risk. | -22.2% | tweet ↗ |
| 2026-10-15 | AMD | @MarkosAAIG | +0.15 | States Google, Nvidia and AMD collectively represent about 85% of the HBM market. | -8.1% | tweet ↗ |
| 2026-10-15 | GOOGL | @MarkosAAIG | +0.15 | States Google, Nvidia and AMD collectively represent about 85% of the HBM market. | -8.3% | tweet ↗ |
| 2026-10-15 | NVDA | @MarkosAAIG | +0.15 | States Google, Nvidia and AMD collectively represent about 85% of the HBM market. | -2.9% | tweet ↗ |
| 2026-10-15 | EOS.AX | @MarkosAAIG | +0.35 | References EOS commentary on a $370M countrywide counter-drone deal. | · | tweet ↗ |
| 2026-10-14 | FLNC | @MarkosAAIG | -0.35 | Prefers recurring horizontal enablers over execution-risk-heavy battery hardware plays. | -10.0% | tweet ↗ |
| 2026-10-14 | EOSE | @MarkosAAIG | -0.35 | Prefers recurring horizontal enablers over execution-risk-heavy battery hardware plays. | -11.3% | tweet ↗ |
| 2026-10-14 | NBIS | @MarkosAAIG | -0.50 | Higher inflation, rates and financing costs create a bearish short-term framework for AI infrastructure firms | -14.7% | tweet ↗ |
| 2026-10-14 | IREN | @MarkosAAIG | -0.50 | Higher inflation, rates and financing costs create a bearish short-term framework for AI infrastructure firms | -18.5% | tweet ↗ |
| 2026-10-14 | NUAI | @MarkosAAIG | -0.50 | Higher inflation, rates and financing costs create a bearish short-term framework for AI infrastructure firms | -13.2% | tweet ↗ |
| 2026-10-14 | CRWV | @MarkosAAIG | -0.50 | Higher inflation, rates and financing costs create a bearish short-term framework for AI infrastructure firms | -17.6% | tweet ↗ |
| 2026-10-14 | WYFI | @MarkosAAIG | -0.50 | Higher inflation, rates and financing costs create a bearish short-term framework for AI infrastructure firms | -21.6% | 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.