Author
@PGelsinger PGelsinger
grade Bx.com/PGelsinger ↗
Former Intel CEO posting insider AI-infra and semiconductor supply-chain frameworks
Publishes long-form thematic commentary on AI scaling, compu
trader score
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hit rate
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mean α
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signals 14d
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Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | · | @PGelsinger | · | Argues AI buildout is constrained by fabrication time, memory, packaging, optics and energy. | · | tweet ↗ |
| 2026-10-08 | · | @PGelsinger | · | Argues AI scaling benefits networking, memory, CPUs, storage, power, cooling and connectivity. | · | 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.