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
·
hit rate
·
mean α
·
signals 14d
3
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). Their last-14d mentions, direction-adjusted, have moved +5.6% since posting (mean over 1 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @PGelsinger | · | Cites a $1.8 trillion five-year data-center semiconductor spending projection and broad compute-stack demand. | · | tweet ↗ |
| 2026-08-19 | · | @PGelsinger | · | Frames humanoid robotics as benefiting from converging technology curves | · | tweet ↗ |
| 2026-08-18 | ORCL | @PGelsinger | +0.35 | Highlights an Oracle-Quantinuum partnership advancing integrated classical, AI and quantum computing. | +5.6% | 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.