Jordan Nanos

Member of Technical Staff at SemiAnalysis
@jordannanos · tracked since Mar 2026
Calls
1
Win Rate
0.0%
return
-7.7%
Calls 1 185 Posts tracked · 1.4/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
GPUS Long -7.7%
Most Mentioned
GPUS ×1
Recent Calls
GPUS Long 1 week ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -7.7% Long Return -7.7% Short Return -
Average Return
7d -5.4%
30d —
90d —
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Thesis
Theme
Source
GPUS Hypersca... Hyperscale Data, Inc.
Long
Jul 23
$0.13
-7.7%
AI training compute demand will remain robust.
The market incorrectly assumes that AI compute demand will eventually shift entirely to inference, halting training investments. In reality, frontier AI labs will continue to invest as much capital as possible into training increasingly massive models, ensuring that demand for training GPUs remains structurally robust.
NeoCloud
YOUTUBE
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Jordan Nanos has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: GPUS.