Author

@Aymanhamzi8 Aymanhamzi8

grade Bx.com/Aymanhamzi8 ↗

Disciplined AI-stack supply-chain thinker tracing demand from compute to power

Posts original fundamental/thematic theses on the AI semicon

trader score
-0.69
hit rate
43%
mean α
-4.66%
signals 14d
7

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 7 scored bets: 43% hit rate, -4.66% mean alpha, trader score -0.69. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 6 mentions with price data).

Recent signals7receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-26·@Aymanhamzi8·BofA projects AI data-center systems reaching about $1.8T by 2030, implying sector opportunity.·
2026-08-26MSFT@Aymanhamzi8+0.10Detailed thesis argues Broadcom's TPU, networking and SerDes opportunity outweighs supplier-share concerns.+3.5%
2026-08-26META@Aymanhamzi8+0.10Detailed thesis argues Broadcom's TPU, networking and SerDes opportunity outweighs supplier-share concerns.+0.3%
2026-08-26ORCL@Aymanhamzi8+0.10Detailed thesis argues Broadcom's TPU, networking and SerDes opportunity outweighs supplier-share concerns.+1.3%
2026-08-26AAPL@Aymanhamzi8+0.10Detailed thesis argues Broadcom's TPU, networking and SerDes opportunity outweighs supplier-share concerns.+2.0%
2026-08-26AVGO@Aymanhamzi8+0.80Detailed thesis argues Broadcom's TPU, networking and SerDes opportunity outweighs supplier-share concerns.+3.7%
2026-08-26GOOGL@Aymanhamzi8+0.25Detailed thesis argues Broadcom's TPU, networking and SerDes opportunity outweighs supplier-share concerns.+1.3%

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.