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
+0.76
hit rate
50%
mean α
+0.38%
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: 50% hit rate, +0.38% mean alpha, trader score +0.76. Their last-14d mentions, direction-adjusted, have moved -7.7% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | META | @PatrickMoorhead | -0.10 | Muse Spark Open leads a model benchmark, while the author questions trust after Meta's Llama reversal. | -9.4% | tweet ↗ |
| 2026-10-15 | · | @PatrickMoorhead | · | Author dismisses the AI rout as another temporary scare in a series of selloffs. | · | tweet ↗ |
| 2026-10-14 | GOOGL | @PatrickMoorhead | -0.50 | Describes a consistently poor experience accessing the updated Gemini product | -7.9% | tweet ↗ |
| 2026-10-14 | META | @PatrickMoorhead | +0.45 | Frames Meta AI as a major six-month comeback based on a named PINNACLE benchmark | -12.9% | tweet ↗ |
| 2026-10-14 | GOOGL | @PatrickMoorhead | +0.70 | Reports Google tops the PINNACLE benchmark leaderboard after a large improvement | -7.9% | tweet ↗ |
| 2026-10-13 | GOOGL | @PatrickMoorhead | +0.45 | Praises Google's full-stack systems-integration and AI offerings in the public sector. | -9.5% | tweet ↗ |
| 2026-10-13 | MU | @PatrickMoorhead | +0.35 | Highlights unusually positive supplier praise for Micron from Elon Musk. | -7.9% | tweet ↗ |
| 2026-10-12 | AAPL | @PatrickMoorhead | +0.10 | Frames power, memory and packaging as AI bottlenecks and identifies upcoming semiconductor and Apple catalysts. | +2.0% | tweet ↗ |
| 2026-10-12 | AMD | @PatrickMoorhead | +0.20 | Frames power, memory and packaging as AI bottlenecks and identifies upcoming semiconductor and Apple catalysts. | -13.0% | tweet ↗ |
| 2026-10-12 | AMAT | @PatrickMoorhead | +0.40 | Frames power, memory and packaging as AI bottlenecks and identifies upcoming semiconductor and Apple catalysts. | -24.2% | tweet ↗ |
| 2026-10-12 | ASML | @PatrickMoorhead | +0.00 | Frames power, memory and packaging as AI bottlenecks and identifies upcoming semiconductor and Apple catalysts. | -10.2% | tweet ↗ |
| 2026-10-12 | TSM | @PatrickMoorhead | +0.00 | Frames power, memory and packaging as AI bottlenecks and identifies upcoming semiconductor and Apple catalysts. | -5.8% | tweet ↗ |
| 2026-10-12 | NVDA | @PatrickMoorhead | +0.20 | Frames power, memory and packaging as AI bottlenecks and identifies upcoming semiconductor and Apple catalysts. | -6.8% | tweet ↗ |
| 2026-10-12 | AMD | @PatrickMoorhead | +0.35 | Reports AMD's Helion enterprise and hyperscaler racks plus an enterprise token-routing capability. | -13.0% | tweet ↗ |
| 2026-10-12 | CSCO | @PatrickMoorhead | +0.65 | Calls an unseen development a major positive for Cisco that also helps Nvidia scale. | -7.7% | 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.