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
-1.09
hit rate
40%
mean α
-0.58%
signals 14d
24
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: 40% hit rate, -0.58% mean alpha, trader score -1.09. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @RihardJarc | +0.65 | Estimates AI capacity rentals could add $15-30B net income by 2027. | — | tweet ↗ |
| 2026-07-01 | META | @RihardJarc | +0.25 | Suggests signs were transparent for META, implying today's move was foreseeable. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @RihardJarc | +0.35 | Says META will be sold out of compute and has better data center management than neoclouds. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @RihardJarc | +0.45 | Bloomberg reports META developing cloud service to market excess AI processing capacity. | -4.9% | tweet ↗ |
| 2026-06-30 | AMD | @RihardJarc | +0.10 | Interview says AI compute supply shortages may ease in Q4, affecting compute supply chain. | -10.9% | tweet ↗ |
| 2026-06-30 | TSM | @RihardJarc | +0.05 | Mentions new inference-optimized hardware and TSM allocation limits could shake semis. | -9.1% | tweet ↗ |
| 2026-06-29 | AMZN | @RihardJarc | +0.55 | Article thesis says hyperscalers will benefit in token optimization era and re-rate higher. | +1.1% | tweet ↗ |
| 2026-06-29 | GOOGL | @RihardJarc | +0.55 | Article thesis says hyperscalers will benefit in token optimization era and re-rate higher. | +1.8% | tweet ↗ |
| 2026-06-29 | MSFT | @RihardJarc | +0.55 | Article thesis says hyperscalers will benefit in token optimization era and re-rate higher. | +5.9% | tweet ↗ |
| 2026-06-27 | AMZN | @RihardJarc | +0.65 | Hyperscalers are framed as main beneficiaries of token optimization trend. | +4.3% | tweet ↗ |
| 2026-06-27 | MSFT | @RihardJarc | +0.65 | Hyperscalers are framed as main beneficiaries of token optimization trend. | +4.7% | tweet ↗ |
| 2026-06-27 | GOOGL | @RihardJarc | +0.65 | Hyperscalers are framed as main beneficiaries of token optimization trend. | +6.7% | tweet ↗ |
| 2026-06-25 | MSFT | @RihardJarc | +0.45 | Says MSFT owns IP from OpenAI deal and can benefit if OAI-funded work succeeds. | +10.7% | tweet ↗ |
| 2026-06-25 | MSFT | @RihardJarc | +0.55 | Argues MSFT is cheap at 17x forward P/E excluding OpenAI stake and market doubts hyperscalers. | +10.7% | tweet ↗ |
| 2026-06-24 | INTC | @RihardJarc | +0.50 | Says Intel can win big if it delivers yield and price competitiveness. | -8.6% | 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.