Author
@RihardJarc RihardJarc
grade Ax.com/RihardJarc ↗
Original AI-infra analyst building a deep hyperscaler and custom-silicon thesis
Publishes original fundamental research and primary-sourced
trader score
+1.46
hit rate
70%
mean α
+0.49%
signals 14d
40
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: 70% hit rate, +0.49% mean alpha, trader score +1.46. Their last-14d mentions, direction-adjusted, have moved -4.0% 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 | @RihardJarc | -0.35 | Argues a near-term META equity raise would be poorly timed and could cause a 10–20% drawdown. | -9.4% | tweet ↗ |
| 2026-10-16 | META | @RihardJarc | -0.35 | Says this is the wrong time for Meta to raise equity, though conditions may improve later. | -9.4% | tweet ↗ |
| 2026-10-16 | META | @RihardJarc | -0.25 | Opposes a META equity raise because compute costs are high and valuation could improve. | -9.4% | tweet ↗ |
| 2026-10-16 | META | @RihardJarc | -0.20 | Expects strong core results but worries higher capex and external financing will concern investors. | -9.4% | tweet ↗ |
| 2026-10-16 | META | @RihardJarc | -0.50 | Warns that a Meta equity raise in the current environment could be financially damaging. | -9.4% | tweet ↗ |
| 2026-10-15 | SPCX | @RihardJarc | -0.20 | Argues NVDA demand is increasingly dependent on SpaceX and neoclouds as hyperscalers shift to ASICs. | · | tweet ↗ |
| 2026-10-15 | AMZN | @RihardJarc | +0.15 | Argues NVDA demand is increasingly dependent on SpaceX and neoclouds as hyperscalers shift to ASICs. | -2.7% | tweet ↗ |
| 2026-10-15 | GOOGL | @RihardJarc | +0.15 | Argues NVDA demand is increasingly dependent on SpaceX and neoclouds as hyperscalers shift to ASICs. | -8.3% | tweet ↗ |
| 2026-10-15 | MSFT | @RihardJarc | +0.15 | Argues NVDA demand is increasingly dependent on SpaceX and neoclouds as hyperscalers shift to ASICs. | -2.8% | tweet ↗ |
| 2026-10-15 | META | @RihardJarc | +0.15 | Argues NVDA demand is increasingly dependent on SpaceX and neoclouds as hyperscalers shift to ASICs. | -12.8% | tweet ↗ |
| 2026-10-15 | NVDA | @RihardJarc | -0.55 | Argues NVDA demand is increasingly dependent on SpaceX and neoclouds as hyperscalers shift to ASICs. | -2.9% | tweet ↗ |
| 2026-10-14 | AMZN | @RihardJarc | +0.20 | Tighter lending hurts neoclouds and semis but can ease hyperscaler competition and capex pressure. | -2.4% | tweet ↗ |
| 2026-10-14 | GOOGL | @RihardJarc | +0.20 | Tighter lending hurts neoclouds and semis but can ease hyperscaler competition and capex pressure. | -7.9% | tweet ↗ |
| 2026-10-14 | MSFT | @RihardJarc | +0.20 | Tighter lending hurts neoclouds and semis but can ease hyperscaler competition and capex pressure. | -1.7% | tweet ↗ |
| 2026-10-13 | · | @RihardJarc | · | Warns neocloud leverage makes the sector dependent on frontier labs' ability to honor commitments. | · | 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.