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
-2.00
hit rate
25%
mean α
-1.21%
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: 25% hit rate, -1.21% mean alpha, trader score -2.00. Their last-14d mentions, direction-adjusted, have moved +1.9% since posting (mean over 5 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @aschilling | +0.35 | Notes Nvidia has supplier contracts through 2029 and expects supply and capacity to keep expanding. | — | tweet ↗ |
| 2026-08-25 | AVGO | @aschilling | +0.20 | Reports OpenAI discussing Jalapeño's development timeline and token output alongside Broadcom. | +3.4% | tweet ↗ |
| 2026-08-25 | AAPL | @aschilling | +0.15 | Describes Apple's M5 Ultra as a quad-die design linked through UltraFusion. | +3.2% | tweet ↗ |
| 2026-08-24 | NVDA | @aschilling | +0.25 | Highlights an orbital use case for Nvidia's Vera Rubin NVL72 system. | +4.4% | tweet ↗ |
| 2026-08-24 | INTC | @aschilling | +0.20 | Reports Intel's Diamond Rapids tile processes and advanced package technologies shown at Hot Chips. | +2.5% | tweet ↗ |
| 2026-08-24 | SSNLF | @aschilling | +0.30 | Samsung outlined optimized HBM designs focused on die-area use and power reduction. | · | tweet ↗ |
| 2026-08-18 | AMD | @aschilling | +0.00 | Shows a delidded AMD Ryzen 9 processor variant demonstrated by Thermal Grizzly. | -3.9% | tweet ↗ |
| 2026-08-17 | · | @aschilling | · | Reports ebm-papst's sale to Madison Air for €5.1 billion | · | 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.