Author
@patrick_oshag patrick_oshag
grade Bx.com/patrick_oshag ↗
Elite podcast host curating top-investor AI and healthcare frameworks, not trade calls
Posts long-form thematic threads and quote-tweets of guests
trader score
+0.32
hit rate
55%
mean α
+0.30%
signals 14d
21
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 11 scored bets: 55% hit rate, +0.30% mean alpha, trader score +0.32. Their last-14d mentions, direction-adjusted, have moved +0.1% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @patrick_oshag | +0.35 | Quoted remark frames Nvidia as enabling partners to capture substantial token-economy value. | -4.6% | tweet ↗ |
| 2026-08-25 | AMD | @patrick_oshag | +0.40 | Argues background AI workloads will favor cheap throughput and underused chips such as AMD. | -2.8% | tweet ↗ |
| 2026-08-25 | · | @patrick_oshag | · | Argues frontier-model premiums may narrow as open-source models improve and enterprise deployment cycles remain slow. | · | tweet ↗ |
| 2026-08-25 | NVDA | @patrick_oshag | +0.65 | Describes Nvidia's early strategic adaptation of gaming GPUs and tensor cores for machine learning workloads. | +2.1% | tweet ↗ |
| 2026-08-25 | · | @patrick_oshag | · | Argues AI inference spending is demand-backed and less speculative than dot-com infrastructure or earlier training capex. | · | tweet ↗ |
| 2026-08-25 | NVDA | @patrick_oshag | +0.00 | Presents detailed research discussion of inference economics, chip architectures, power and Nvidia. | +2.1% | tweet ↗ |
| 2026-08-21 | NVDA | @patrick_oshag | -0.40 | Frames hyperscaler chips and lower capital costs as Nvidia's central competitive threat. | +1.3% | tweet ↗ |
| 2026-08-21 | AMZN | @patrick_oshag | +0.25 | Frames hyperscaler chips and lower capital costs as Nvidia's central competitive threat. | +3.0% | tweet ↗ |
| 2026-08-21 | INTC | @patrick_oshag | -0.25 | Frames hyperscaler chips and lower capital costs as Nvidia's central competitive threat. | -0.7% | tweet ↗ |
| 2026-08-21 | AMD | @patrick_oshag | +0.25 | Frames hyperscaler chips and lower capital costs as Nvidia's central competitive threat. | -1.6% | tweet ↗ |
| 2026-08-21 | GOOGL | @patrick_oshag | +0.25 | Frames hyperscaler chips and lower capital costs as Nvidia's central competitive threat. | +0.5% | tweet ↗ |
| 2026-08-20 | DBX | @patrick_oshag | +0.00 | Cites Ben Thompson's view that consumer software monetizes better through ads or enterprise sales than subscriptions. | +5.0% | tweet ↗ |
| 2026-08-20 | TSM | @patrick_oshag | -0.20 | Semiconductor scarcity may push big tech toward Intel after TSMC underinvested to avoid overcapacity. | +0.4% | tweet ↗ |
| 2026-08-20 | INTC | @patrick_oshag | +0.50 | Semiconductor scarcity may push big tech toward Intel after TSMC underinvested to avoid overcapacity. | -2.9% | tweet ↗ |
| 2026-08-19 | NVDA | @patrick_oshag | +0.65 | Cites a thesis that tighter power supply benefits NVDA because its chips deliver superior token efficiency. | -0.0% | 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.