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
+0.80
hit rate
50%
mean α
+1.23%
signals 14d
7
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 10 scored bets: 50% hit rate, +1.23% mean alpha, trader score +0.80.
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @wolfejosh | · | Warns most companies funded at unjustifiable prices will erase investor money. | · | tweet ↗ |
| 2026-06-24 | · | @wolfejosh | · | Thesis that AI future belongs to companies owning models rather than only consuming them. | · | tweet ↗ |
| 2026-06-24 | · | @wolfejosh | · | Starts thesis that interest rates may fall, citing stock market concentration and retail margin debt. | · | tweet ↗ |
| 2026-06-23 | · | @wolfejosh | · | Says referenced companies will be the best performing stocks of the year, but tickers require context. | · | tweet ↗ |
| 2026-06-23 | · | @wolfejosh | · | Sarcastically urges critics to short unnamed companies, implying bullish view on those companies. | · | tweet ↗ |
| 2026-06-23 | · | @wolfejosh | · | Praises Sakana AI multi-agent orchestration matching Mythos via single model API. | · | tweet ↗ |
| 2026-06-19 | · | @wolfejosh | · | Broad comment that defense evolves through capabilities and counter-capabilities. | · | 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.