Author
@aschilling aschilling
grade Cx.com/aschilling ↗
Technically literate hardware/semiconductor journalist reporting chips, foundries, and frontier compute
Reports and comments on semiconductor and computing hardware
trader score
-0.67
hit rate
35%
mean α
-0.32%
signals 14d
9
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 17 scored bets: 35% hit rate, -0.32% mean alpha, trader score -0.67. Their last-14d mentions, direction-adjusted, have moved -6.2% since posting (mean over 8 mentions with price data).
Recent signals9receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSM | @aschilling | +0.35 | Charts TSMC technology mix and reports 4.476 million wafers, up 10% year over year. | -0.9% | tweet ↗ |
| 2026-10-13 | TSM | @aschilling | +0.10 | Reports Bolt Graphics selected TSMC N5P for its final chip to avoid wafer-allocation competition. | -6.0% | tweet ↗ |
| 2026-10-13 | TSM | @aschilling | +0.05 | Details Bolt Graphics' TSMC-built test chip and says general availability remains planned for 2028. | -6.0% | tweet ↗ |
| 2026-10-12 | NVDA | @aschilling | -0.20 | Notes an unconfirmed RTX 5090 end-of-life rumor and criticizes its price. | -6.8% | tweet ↗ |
| 2026-10-12 | INTC | @aschilling | +0.15 | Lists specifications for Intel's Crescent Island D-series GPU | -14.2% | tweet ↗ |
| 2026-10-12 | MSFT | @aschilling | +0.20 | Details the chiplet configuration and power specifications of Microsoft's Maia 300 | -3.1% | tweet ↗ |
| 2026-10-12 | AMD | @aschilling | +0.20 | Describes AMD Helios and Helion agentic rack configurations | -13.0% | tweet ↗ |
| 2026-10-12 | AMD | @aschilling | +0.00 | Points to AMD's statement regarding a Radeon RX 7000 VBIOS and firmware update. | -13.0% | tweet ↗ |
| 2026-10-08 | · | @aschilling | · | GlobalFoundries and TSMC announced a U.S. silicon-interposer manufacturing agreement and Malta capacity expansion. | · | 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.