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
-0.14
hit rate
45%
mean α
-0.14%
signals 14d
106
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: 45% hit rate, -0.14% mean alpha, trader score -0.14. Their last-14d mentions, direction-adjusted, have moved -17.2% since posting (mean over 100 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | GFS | @AnalysisOp | +0.15 | Expects TSMC to dominate CPO interposer work while noting GFS participation. | -4.9% | tweet ↗ |
| 2026-10-16 | AVGO | @AnalysisOp | +0.00 | Expects TSMC to dominate CPO interposer work while noting GFS participation. | -2.2% | tweet ↗ |
| 2026-10-16 | TSM | @AnalysisOp | +0.75 | Expects TSMC to dominate CPO interposer work while noting GFS participation. | +1.4% | tweet ↗ |
| 2026-10-16 | NBIS | @AnalysisOp | +0.70 | Predicts panic sellers will miss new highs in coming months. | -4.1% | tweet ↗ |
| 2026-10-16 | GOOGL | @AnalysisOp | +0.70 | Predicts panic sellers will miss new highs in coming months. | -6.0% | tweet ↗ |
| 2026-10-16 | ORCL | @AnalysisOp | +0.70 | Predicts panic sellers will miss new highs in coming months. | -1.6% | tweet ↗ |
| 2026-10-15 | NBIS | @AnalysisOp | +0.60 | Positively highlights an AI hyperscaler hosting a rapidly growing open model. | -15.7% | tweet ↗ |
| 2026-10-15 | NVDA | @AnalysisOp | +0.30 | Positively highlights an AI hyperscaler hosting a rapidly growing open model. | -2.9% | tweet ↗ |
| 2026-10-15 | NBIS | @AnalysisOp | +0.65 | Cites rapid open-source inference growth as favorable for hyperscalers and neoclouds. | -15.7% | tweet ↗ |
| 2026-10-15 | GLW | @AnalysisOp | +0.70 | Frames fiber as a key CPO bottleneck and roughly 30% of bill of materials. | -10.6% | tweet ↗ |
| 2026-10-15 | CRDO | @AnalysisOp | +0.60 | Summarizes Meta's CPO experiment and views DSP-free CRDO technology favorably. | -17.5% | tweet ↗ |
| 2026-10-15 | META | @AnalysisOp | +0.00 | Summarizes Meta's CPO experiment and views DSP-free CRDO technology favorably. | -12.8% | tweet ↗ |
| 2026-10-15 | MU | @AnalysisOp | +0.65 | Mocks memory-glut fears and cites Google's long-term supply agreements through 2035. | -5.8% | tweet ↗ |
| 2026-10-15 | SKHY | @AnalysisOp | +0.65 | Mocks memory-glut fears and cites Google's long-term supply agreements through 2035. | -6.2% | tweet ↗ |
| 2026-10-15 | GOOGL | @AnalysisOp | +0.20 | Mocks memory-glut fears and cites Google's long-term supply agreements through 2035. | -8.3% | 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.