Author
@AnalysisOp AnalysisOp
grade Ax.com/AnalysisOp ↗
High-conviction anon AI-bottleneck analyst pushing memory and optics supply-chain theses
Builds and broadcasts original, supply-chain-driven bull the
trader score
-2.35
hit rate
30%
mean α
-0.95%
signals 14d
78
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: 30% hit rate, -0.95% mean alpha, trader score -2.35. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 65 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SKHY | @AnalysisOp | +0.75 | Bullish memory thesis cites persistent shortages, rising prices and multi-year demand visibility. | · | tweet ↗ |
| 2026-08-28 | MU | @AnalysisOp | +0.85 | Bullish memory thesis cites persistent shortages, rising prices and multi-year demand visibility. | — | tweet ↗ |
| 2026-08-27 | MRVL | @AnalysisOp | +0.50 | Marvell commentary is used to argue that memory, power and networking bottlenecks benefit suppliers. | -10.3% | tweet ↗ |
| 2026-08-27 | AAOI | @AnalysisOp | +0.40 | Author argues laser bottlenecks let multiple photonics suppliers win, with LITE viewed as best-in-class. | -6.2% | tweet ↗ |
| 2026-08-27 | LITE | @AnalysisOp | +0.80 | Author argues laser bottlenecks let multiple photonics suppliers win, with LITE viewed as best-in-class. | -6.4% | tweet ↗ |
| 2026-08-27 | COHR | @AnalysisOp | +0.50 | Author argues laser bottlenecks let multiple photonics suppliers win, with LITE viewed as best-in-class. | -5.5% | tweet ↗ |
| 2026-08-27 | SKHY | @AnalysisOp | +0.55 | Physical AI ramp by 2030 is framed as creating persistent memory shortages and demand | · | tweet ↗ |
| 2026-08-27 | MU | @AnalysisOp | +0.55 | Physical AI ramp by 2030 is framed as creating persistent memory shortages and demand | -0.3% | tweet ↗ |
| 2026-08-27 | IREN | @AnalysisOp | +0.45 | IREN revenue-per-MW economics are used to imply strong terms for future NBIS contracts | -12.5% | tweet ↗ |
| 2026-08-27 | NBIS | @AnalysisOp | +0.75 | IREN revenue-per-MW economics are used to imply strong terms for future NBIS contracts | -4.3% | tweet ↗ |
| 2026-08-27 | NBIS | @AnalysisOp | +0.45 | Sub-one-year AI data-center payback is presented as an optimistic future possibility for NBIS | -4.3% | tweet ↗ |
| 2026-08-26 | NVDA | @AnalysisOp | +0.80 | Rising hyperscaler capex projections imply broad AI demand and support Jensen's $3T 2030 vision. | +3.8% | tweet ↗ |
| 2026-08-26 | SKHY | @AnalysisOp | +0.65 | DDR2 price increases are cited as evidence of enormous memory supply constraints and demand. | · | tweet ↗ |
| 2026-08-26 | MU | @AnalysisOp | +0.65 | DDR2 price increases are cited as evidence of enormous memory supply constraints and demand. | -0.6% | tweet ↗ |
| 2026-08-26 | NVDA | @AnalysisOp | +0.80 | Long everything AI-related as Nvidia remains supply constrained. — Author explicitly calls for being long AI-related assets on constrained Nvidia supply. | +3.8% | 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.