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
-0.04
hit rate
33%
mean α
-0.07%
signals 14d
19
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 6 scored bets: 33% hit rate, -0.07% mean alpha, trader score -0.04. Their last-14d mentions, direction-adjusted, have moved +2.6% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @wolfejosh | · | Reveals a hardware-native engineering agent that automates investigations, reviews, and checkouts. | · | tweet ↗ |
| 2026-10-15 | · | @wolfejosh | · | Praises the rapid shipping cadence of a private AI company. | · | tweet ↗ |
| 2026-10-15 | · | @wolfejosh | · | Highlights private portfolio company Reflect Orbital as a standout in an investor presentation. | · | tweet ↗ |
| 2026-10-15 | · | @wolfejosh | · | Predicts large alternative managers and venture firms will diversify across funds and pursue IPOs. | · | tweet ↗ |
| 2026-10-15 | LMT | @wolfejosh | +0.25 | Praises a collaboration between private manufacturer Hadrian and Lockheed Martin. | +13.4% | tweet ↗ |
| 2026-10-14 | · | @wolfejosh | · | Demonstrates AI tools enabling image, animation, and audio creation by non-specialists. | · | tweet ↗ |
| 2026-10-14 | · | @wolfejosh | · | Reports private company LatchBio launching OncologyBench for AI and cancer applications. | · | tweet ↗ |
| 2026-10-14 | GOOGL | @wolfejosh | +0.15 | Mentions a Cognition collaboration with Google's Gemini app. | -7.9% | tweet ↗ |
| 2026-10-14 | · | @wolfejosh | · | Enthusiastically describes Physical Intelligence's embodied intelligence as applicable across robot forms. | · | tweet ↗ |
| 2026-10-14 | · | @wolfejosh | · | Quotes Ramp describing the rollout and rapid internal adoption of its AI workplace product Glass. | · | tweet ↗ |
| 2026-10-13 | · | @wolfejosh | · | Argues investment banks cannot speak candidly about markets because lucrative IPO fees create conflicts. | · | tweet ↗ |
| 2026-10-13 | · | @wolfejosh | · | Warns of low-probability, high-impact European food-crisis risk from war and fertilizer disruption. | · | tweet ↗ |
| 2026-10-12 | SPY | @wolfejosh | -0.55 | Warns passive-index outflows could hit mega-cap-weighted markets hardest if debt cracks. | -2.3% | tweet ↗ |
| 2026-10-12 | SPY | @wolfejosh | -0.75 | Consider out-of-the-money index puts if credit spreads cross cited thresholds. — Makes a bearish index-put case based on widening CCC and high-yield spreads. | -2.3% | tweet ↗ |
| 2026-10-12 | · | @wolfejosh | · | Argues enterprise AI adoption favors open models and private infrastructure. | · | 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.