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
+1.12
hit rate
55%
mean α
+0.69%
signals 14d
8
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: 55% hit rate, +0.69% mean alpha, trader score +1.12. Their last-14d mentions, direction-adjusted, have moved +12.1% since posting (mean over 4 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | INTC | @aschilling | +0.10 | Intel says pricing updates reflect supply chain costs and strong processor demand. | — | tweet ↗ |
| 2026-07-03 | INTC | @aschilling | +0.10 | Reports official Intel response on surprise price increases for Core Ultra 200S Plus SKUs. | — | tweet ↗ |
| 2026-07-02 | AMD | @aschilling | +0.15 | Lists specs for AMD EPYC Venice general-purpose server platform. | — | tweet ↗ |
| 2026-06-25 | IBM | @aschilling | +0.05 | Comments IBM sees production path in next 5 years but author says likely 2031 or later. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @aschilling | +0.20 | Lists IBM logic roadmap NanoStack R&D nodes from 5A in 2034 to 1A in 2040. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @aschilling | +0.15 | Shares IBMResearch visualization for Sub-1nm process. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @aschilling | +0.25 | Describes IBM Sub-1nm nanostack chip architecture with stacked bonded nanosheet transistors. | +12.1% | tweet ↗ |
| 2026-06-22 | · | @aschilling | · | Notes sharply rising industry prices and cites ASUS product prices in euros. | · | 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.