Author
@p_ferragu p_ferragu
grade Ax.com/p_ferragu ↗
First-principles AI-compute and infrastructure analyst who quantifies who owns the physical stack
Writes original, math-grounded theses tying AI/space/auto th
trader score
-1.36
hit rate
25%
mean α
-1.16%
signals 14d
6
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 8 scored bets: 25% hit rate, -1.16% mean alpha, trader score -1.36. Their last-14d mentions, direction-adjusted, have moved +2.2% since posting (mean over 2 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @p_ferragu | · | Frames data-center construction speed as the key competitive question for the next two to three years. | · | tweet ↗ |
| 2026-10-14 | · | @p_ferragu | · | Endorses evidence that LLMs will augment capable workers rather than replace them. | · | tweet ↗ |
| 2026-10-11 | · | @p_ferragu | · | Endorses using diverse AI systems to control other AI systems. | · | tweet ↗ |
| 2026-10-09 | · | @p_ferragu | · | Explicitly reiterates an extremely bullish long-term AI forecast. | · | tweet ↗ |
| 2026-10-09 | DAL | @p_ferragu | -0.80 | Says Delta's board should dismiss its CEO over a reputationally damaging decision. | -6.6% | tweet ↗ |
| 2026-10-03 | UBER | @p_ferragu | +0.65 | Praises Uber's marketplace model as exceptional value creation. | -2.1% | 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.