Author
@PatrickMoorhead PatrickMoorhead
grade Ax.com/PatrickMoorhead ↗
Veteran tech-industry analyst dissecting the AI compute and semiconductor stack
Provides deep competitive and architecture-level analysis of
trader score
+0.81
hit rate
50%
mean α
+0.51%
signals 14d
64
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: 50% hit rate, +0.51% mean alpha, trader score +0.81. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 48 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @PatrickMoorhead | +0.50 | Says all three companies finally received deserved market recognition. | -4.6% | tweet ↗ |
| 2026-08-27 | NOW | @PatrickMoorhead | +0.50 | Says all three companies finally received deserved market recognition. | +4.5% | tweet ↗ |
| 2026-08-27 | CRM | @PatrickMoorhead | +0.50 | Says all three companies finally received deserved market recognition. | +1.6% | tweet ↗ |
| 2026-08-27 | QCOM | @PatrickMoorhead | +0.35 | Positively highlights a respected person's statement about QCOM's datacenter accelerator and HBC. | -0.4% | tweet ↗ |
| 2026-08-27 | AMD | @PatrickMoorhead | +0.30 | Congratulates AMD on ROCm's decade-long progress. | -2.3% | tweet ↗ |
| 2026-08-27 | CRM | @PatrickMoorhead | +0.80 | Strongly bullish reaction to CRM earnings, cRPO strength, and Claude-related product positioning. | +1.6% | tweet ↗ |
| 2026-08-26 | CRM | @PatrickMoorhead | +0.55 | Positively assesses Salesforce's integration of Anthropic technology. | +24.5% | tweet ↗ |
| 2026-08-26 | NVDA | @PatrickMoorhead | +0.75 | Reports an expanded AWS-Nvidia infrastructure commitment and argues demand exceeds plan. | +3.8% | tweet ↗ |
| 2026-08-26 | AMZN | @PatrickMoorhead | +0.55 | Reports an expanded AWS-Nvidia infrastructure commitment and argues demand exceeds plan. | +2.4% | tweet ↗ |
| 2026-08-26 | NVDA | @PatrickMoorhead | -0.15 | Argues export restrictions accelerate Huawei's overseas AI expansion at U.S. GPU vendors' expense. | +3.8% | tweet ↗ |
| 2026-08-26 | AMD | @PatrickMoorhead | -0.15 | Argues export restrictions accelerate Huawei's overseas AI expansion at U.S. GPU vendors' expense. | -3.2% | tweet ↗ |
| 2026-08-26 | MRVL | @PatrickMoorhead | +0.25 | Frames durable AI buildout around connectivity, memory and custom silicon. | -11.6% | tweet ↗ |
| 2026-08-25 | · | @PatrickMoorhead | · | Author doubts a first-version chip benchmark will translate into strong production performance at scale. | · | tweet ↗ |
| 2026-08-25 | SNOW | @PatrickMoorhead | +0.55 | Author explicitly expresses strong approval of SNOW-linked content. | +3.5% | tweet ↗ |
| 2026-08-24 | · | @PatrickMoorhead | · | Describes an agent that detects and self-heals issues, escalates risky changes and uses checker agents before deployment. | · | 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.