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
-3.04
hit rate
17%
mean α
-0.75%
signals 14d
15
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 18 scored bets: 17% hit rate, -0.75% mean alpha, trader score -3.04. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @patrick_oshag | · | Long-term view expects more compute, disruption, and new winners over 5-10 years. | · | tweet ↗ |
| 2026-07-01 | · | @patrick_oshag | · | Etched inference rack progress and inference revenue opportunity imply AI chip demand. | · | tweet ↗ |
| 2026-07-01 | · | @patrick_oshag | · | Framework that inference and agents drive GDP, energy use, and large-scale chip demand. | · | tweet ↗ |
| 2026-07-01 | · | @patrick_oshag | · | Etched vertical integration and data-center build cited as fast AI hardware execution. | · | tweet ↗ |
| 2026-06-30 | · | @patrick_oshag | · | Highly positive view on private AI chip company Etched after launch. | · | tweet ↗ |
| 2026-06-30 | NVDA | @patrick_oshag | +0.00 | Etched recruiting details cite talent from major tech and semiconductor firms. | -2.6% | tweet ↗ |
| 2026-06-30 | AVGO | @patrick_oshag | +0.00 | Etched recruiting details cite talent from major tech and semiconductor firms. | -4.6% | tweet ↗ |
| 2026-06-30 | INTC | @patrick_oshag | +0.00 | Etched recruiting details cite talent from major tech and semiconductor firms. | -13.8% | tweet ↗ |
| 2026-06-30 | AAPL | @patrick_oshag | +0.00 | Etched recruiting details cite talent from major tech and semiconductor firms. | +6.7% | tweet ↗ |
| 2026-06-30 | GOOGL | @patrick_oshag | +0.00 | Etched recruiting details cite talent from major tech and semiconductor firms. | +0.7% | tweet ↗ |
| 2026-06-30 | · | @patrick_oshag | · | Etched claims major inference efficiency gains versus GPUs using low voltage and cluster memory. | · | tweet ↗ |
| 2026-06-30 | · | @patrick_oshag | · | Etched comes out of stealth with $800M raised, $1B contracts, and working AI chip. | · | tweet ↗ |
| 2026-06-24 | SPX | @patrick_oshag | +0.20 | Quotes Paul Tudor Jones on Buffett, trends, alpha and belief in America. | · | tweet ↗ |
| 2026-06-23 | CRM | @patrick_oshag | -0.45 | Argues AI uncertainty should lower equity multiples, with Salesforce as valuation headwind example. | +8.3% | tweet ↗ |
| 2026-06-23 | · | @patrick_oshag | · | Podcast notes include AI forcing lower equity multiples and investment platform discussion. | · | 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.