Author
@wolfejosh wolfejosh
Lux Capital VC posting deep, original systems-thinking frameworks across AI, defense, and macro
Co-founder/PM of Lux Capital sharing high-conviction themati
trader score
+0.39
hit rate
71%
mean α
+0.73%
signals 14d
12
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 7 scored bets: 71% hit rate, +0.73% mean alpha, trader score +0.39. Their last-14d mentions, direction-adjusted, have moved -3.4% since posting (mean over 1 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @wolfejosh | · | Author endorses a positive framing of data centers and skilled trades. | · | tweet ↗ |
| 2026-08-25 | · | @wolfejosh | · | Calls private AI company Cognition a generational company based on its talent. | · | tweet ↗ |
| 2026-08-24 | · | @wolfejosh | · | Quotes Bessent warning that economic engagement with Iran will face full American enforcement power. | · | tweet ↗ |
| 2026-08-23 | · | @wolfejosh | · | Forecasts escalating economic pressure eventually collapsing Iran's regime in a USSR-like endgame. | · | tweet ↗ |
| 2026-08-23 | · | @wolfejosh | · | argues Pakistan's debt, trade and defense ties create structural dependence on China | · | tweet ↗ |
| 2026-08-22 | · | @wolfejosh | · | Strongly opposes data-center bans, implying support for continued sector development. | · | tweet ↗ |
| 2026-08-22 | · | @wolfejosh | · | Argues data-center bans harm American workers and consumers while benefiting China. | · | tweet ↗ |
| 2026-08-16 | · | @wolfejosh | · | Shares a video of Lux Capital's Q2 2026 limited-partner letter. | · | tweet ↗ |
| 2026-08-16 | · | @wolfejosh | · | Argues open-weight AI standards and defaults compound into durable developer-platform dominance. | · | tweet ↗ |
| 2026-08-16 | · | @wolfejosh | · | Expresses a concise negative view of debt-funded data-center development. | · | tweet ↗ |
| 2026-08-15 | NVDA | @wolfejosh | +0.55 | Introduces a thesis arguing Nvidia in 2026 is not analogous to Lucent during the dot-com collapse. | -3.4% | tweet ↗ |
| 2026-08-15 | · | @wolfejosh | · | Shares Lux Capital's Q2 2026 limited-partner letter. | · | 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.