temple_eight
AI Infrastructure & Macro Researcher, Temple 8 Research
temple_eight is the pseudonymous X account of Temple 8 Research, which has published the Substack newsletter Temple 8: The Architecture of the Future since December 2025. The newsletter calls itself a "research house" mapping the deep cycles of the 2025–2035 AI transformation, and its stated approach is to build a portfolio around the AI build-out by buying successive supply-chain bottlenecks before they are fully priced: photonics and optical components, semiconductor IP and interconnect, packaging and test, memory, and data-centre power, cooling and materials. Alongside long ideas it publishes short theses and hedges, often on credit risk at banks, private lenders and companies with large financing arms, and writes on stablecoins, geopolitics and industry conferences. On X it posts the newsletter's research together with index-level views and hedges.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #164 | #201 | #136 | #22 | — | #66 |
| Calls | 139 | 127 | 99 | 38 | 0/10 | 128 |
| Avg return | +1.8% | +3.4% | +8.7% | +34.2% | — | +13.0% |
| vs S&P 500 | +1.2 pp | +2.0 pp | +4.8 pp | +24.5 pp | — | +8.6 pp |
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temple_eight has 134 trade ideas tracked on Buzzberg across 123 tickers since January 2026. Win rate 52% across 130 evaluated calls, average return +7.5%. Ranked #201 on Buzzberg's 30-day Authors leaderboard. Most covered: PENG, QQQ, MXL.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
