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
-0.54
hit rate
45%
mean α
-0.23%
signals 14d
21
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: 45% hit rate, -0.23% mean alpha, trader score -0.54. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AMZN | @RihardJarc | +0.55 | Argues AMZN's core business is deeply undervalued after adjusting for its Anthropic stake. | — | tweet ↗ |
| 2026-08-27 | META | @RihardJarc | +0.25 | Expects Meta to pursue enterprise AI use cases, with consumer AI as a fallback. | +1.2% | tweet ↗ |
| 2026-08-27 | META | @RihardJarc | +0.40 | Argues distribution and low serving costs, not best-model quality, can decide consumer AI winners. | +1.2% | tweet ↗ |
| 2026-08-27 | GOOGL | @RihardJarc | +0.40 | Argues distribution and low serving costs, not best-model quality, can decide consumer AI winners. | +1.7% | tweet ↗ |
| 2026-08-27 | SPCX | @RihardJarc | +0.10 | Suggests flexible cancellation terms as a model for Meta's external AI compute arrangements. | · | tweet ↗ |
| 2026-08-27 | GOOGL | @RihardJarc | +0.10 | Suggests flexible cancellation terms as a model for Meta's external AI compute arrangements. | +1.7% | tweet ↗ |
| 2026-08-27 | NVDA | @RihardJarc | -0.15 | Argues Meta can monetize excess compute and leverage supplier alternatives in Nvidia negotiations. | -4.6% | tweet ↗ |
| 2026-08-27 | META | @RihardJarc | +0.60 | Argues Meta can monetize excess compute and leverage supplier alternatives in Nvidia negotiations. | +1.2% | tweet ↗ |
| 2026-08-27 | AMZN | @RihardJarc | +0.10 | Argues Meta can monetize excess compute and leverage supplier alternatives in Nvidia negotiations. | +4.0% | tweet ↗ |
| 2026-08-27 | GOOGL | @RihardJarc | +0.10 | Argues Meta can monetize excess compute and leverage supplier alternatives in Nvidia negotiations. | +1.7% | tweet ↗ |
| 2026-08-27 | AMD | @RihardJarc | +0.10 | Argues Meta can monetize excess compute and leverage supplier alternatives in Nvidia negotiations. | -2.3% | tweet ↗ |
| 2026-08-26 | NVDA | @RihardJarc | -0.50 | Reports NVDA gross-margin guidance of 73.5%-74.5% versus a 75% estimate. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @RihardJarc | +0.35 | Argues settlement restrictions will have limited impact on META engagement because of explicit exemptions. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @RihardJarc | +0.20 | Reports META settling with U.S. states for no more than $16.68B, viewed as favorable versus feared outcomes. | +0.3% | tweet ↗ |
| 2026-08-24 | META | @RihardJarc | +0.35 | Relays a Meta lab member's view on consumer AI strategy and Anthropic's coding moat. | +3.4% | 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.