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
-0.65
hit rate
45%
mean α
-0.51%
signals 14d
167
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, -0.51% mean alpha, trader score -0.65. Their last-14d mentions, direction-adjusted, have moved -5.1% since posting (mean over 57 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @ShanuMathew93 | · | Mocks assumptions that data-center expansion would proceed without difficulty | · | tweet ↗ |
| 2026-10-16 | VG | @ShanuMathew93 | +0.05 | Sees credible power-development potential but doubts the full compute capacity will materialize | +10.1% | tweet ↗ |
| 2026-10-16 | · | @ShanuMathew93 | · | Reports that forbidden responses to agents and bots have roughly doubled | · | tweet ↗ |
| 2026-10-16 | NI | @ShanuMathew93 | +0.40 | NiSource secured a 20-year Microsoft-funded power agreement for an Indiana campus | · | tweet ↗ |
| 2026-10-16 | MSFT | @ShanuMathew93 | +0.15 | NiSource secured a 20-year Microsoft-funded power agreement for an Indiana campus | -0.9% | tweet ↗ |
| 2026-10-16 | TSM | @ShanuMathew93 | +0.10 | Questions how chip suppliers validate data-center readiness and allocate constrained capacity | +1.4% | tweet ↗ |
| 2026-10-16 | NVDA | @ShanuMathew93 | +0.10 | Questions how chip suppliers validate data-center readiness and allocate constrained capacity | -1.5% | tweet ↗ |
| 2026-10-15 | · | @ShanuMathew93 | · | Questions fuel-cell installations, durability and reinvestment economics | · | tweet ↗ |
| 2026-10-15 | · | @ShanuMathew93 | · | Highlights rapid growth and material compute spending by open-source inference clouds | · | tweet ↗ |
| 2026-10-15 | TSM | @ShanuMathew93 | +0.55 | Contrasts strong supplier results with worsening AI-infrastructure financing economics | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @ShanuMathew93 | +0.55 | Contrasts strong supplier results with worsening AI-infrastructure financing economics | -5.2% | tweet ↗ |
| 2026-10-15 | CRWV | @ShanuMathew93 | -0.65 | Contrasts strong supplier results with worsening AI-infrastructure financing economics | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @ShanuMathew93 | +0.10 | Quantifies data-center power overhead and productive-compute efficiency | -2.9% | tweet ↗ |
| 2026-10-15 | BE | @ShanuMathew93 | -0.45 | Shows Bloom Energy's per-kW cost at a large premium to gas alternatives | -18.2% | tweet ↗ |
| 2026-10-14 | · | @ShanuMathew93 | · | Expects more vertical integration and direct compute buildout | · | 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.