Author

@aaronwei3n

trader score
+1.14
hit rate
70%
mean α
+0.44%
signals 14d
27

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 20 scored bets: 70% hit rate, +0.44% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved -9.0% since posting (mean over 21 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-14TSM@Aaronwei3n+0.50TSM guides Q4 2026 revenue to $52.3B-$54.3B with 65%-67% gross margin.-2.7%
2026-10-14·@Aaronwei3n·Advanced nodes account for 79% of wafer revenue, led by 3nm at 33% and 5nm at 28%.·
2026-10-14TSM@Aaronwei3n+0.60TSM Q3 revenue exceeded guidance and operating margin surpassed its guided range.-2.7%
2026-10-12MRVL@Aaronwei3n+0.35Says Merope may shift away from Broadcom toward an AMD and Marvell solution.-14.0%
2026-10-12AMD@Aaronwei3n+0.35Says Merope may shift away from Broadcom toward an AMD and Marvell solution.-13.0%
2026-10-12AVGO@Aaronwei3n-0.45Says Merope may shift away from Broadcom toward an AMD and Marvell solution.-9.3%
2026-10-12·@Aaronwei3n·Constructive technical view based on identified substrate-yield causes and a TPU v10 roadmap.·
2026-10-11AMD@Aaronwei3n-0.35Reports hearing that AMD's Venice product is encountering manufacturing-yield problems.-15.0%
2026-10-06AMD@Aaronwei3n+0.45Reports AMD coordinating memory capacity with suppliers and customers amid demand exceeding supply.-20.4%
2026-10-05·@Aaronwei3n·Expresses a positive opinion about Nanya, but the exact listed security is ambiguous.·
2026-10-05·@Aaronwei3n·Shares a supplier roadmap for PCB and CCL requirements across major AI accelerators.·
2026-10-05AMD@Aaronwei3n+0.45Forecasts strong server CPU growth and a substrate-capacity shortage through 2027.-18.2%
2026-10-05INTC@Aaronwei3n+0.35Forecasts strong server CPU growth and a substrate-capacity shortage through 2027.-25.2%
2026-10-04TSLA@Aaronwei3n+0.25Positively highlights Google's Axion CPU and Tesla's AI series.+0.4%
2026-10-04GOOGL@Aaronwei3n+0.25Positively highlights Google's Axion CPU and Tesla's AI series.-6.8%

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.