Author
@ShanuMathew93 ShanuMathew93
grade Bx.com/ShanuMathew93 ↗
Rigorous AI-infrastructure and power-grid analyst who quantifies the compute supply chain
Publishes original, framework-driven analysis on AI compute
trader score
-0.76
hit rate
40%
mean α
-0.58%
signals 14d
180
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 -0.76. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 53 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @ShanuMathew93 | -0.10 | Notes unspecified MSFT and GOOGL walkaways with mildly concerned but unclear framing. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @ShanuMathew93 | -0.10 | Notes unspecified MSFT and GOOGL walkaways with mildly concerned but unclear framing. | — | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Expresses strong optimism about Codex's competitive reach without a specific public company. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Warns that fundraising and deal incentives make balanced views rare. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Corrects a data-center power estimate and gives a cautious 2–5GW credible starting range. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Builds a quantified framework for U.S. data-center load capacity in 2026–27. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Highlights US and Texas concentration and ecosystem sensitivity to a Texas pause, relying on attached data. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Quantifies hyperscale project capacity, delays, cancellations, credibility and construction bottlenecks. | · | tweet ↗ |
| 2026-08-28 | NVDA | @ShanuMathew93 | +0.65 | Builds a bullish NVDA FY28 thesis from data-center mix, neocloud capacity and revenue visibility, with financing caveats. | — | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Warns that widespread 1GW-plus power-plant plans are extremely ambitious and carry significant execution risk. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Reports an Aug. 26 executive order restricting grid-equipment transactions tied to covered foreign entities. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Mocks neocloud fundraising projections and effectively infinite future TAM assumptions. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Explains that investment edge must be differentiated yet simple enough to become eventual consensus. | · | tweet ↗ |
| 2026-08-28 | · | @ShanuMathew93 | · | Compares fiber and power-transmission economics, emphasizing transmission's financing and expansion disadvantages. | · | tweet ↗ |
| 2026-08-27 | · | @ShanuMathew93 | · | Argues AI labs must vertically integrate into products because standalone models face organizational adoption inertia. | · | 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.