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@benitoz (Ben Pouladian) — market takes & track record · SpikePanel

@benitoz · Ben Pouladian

AI Infrastructure • Compute Economics • Semiconductors • Models • Power • $NVDA since 2016

22.5K followers · credibility 81 · Verified record: 7/21 calls beat the market over 5-day holds, avg excess 0.4% vs SPY.

Recently discussing

$TWST · 2 mentions
$NVDA · 50 mentions
$GOOGL · 6 mentions
$BRK.A · 1 mentions
$QCOM · 2 mentions
$NBIS · 15 mentions
$AMD · 9 mentions
$BE · 9 mentions
$LITE · 3 mentions
$CRWV · 3 mentions
$SMCI · 5 mentions
$SPCX · 7 mentions

Per-ticker record

$NVDA: 1/4 beat the market (small sample)
$BE: 1/3 beat the market (small sample)
$NBIS: 2/2 beat the market (small sample)
$SMCI: 0/2 beat the market (small sample)
$NBIS: 1/1 beat the market (small sample)
$GOOGL: 1/1 beat the market (small sample)
$COST: 1/1 beat the market (small sample)
$ORCL: 0/1 beat the market (small sample)

Market voices · Market feed · SpikePanel