Author
@BeuvingJordy BeuvingJordy
grade Bx.com/BeuvingJordy ↗
Semiconductor supply-chain specialist synthesizing capex themes and sell-side calls into bullish AI-infra theses
Tracks and analyzes the semiconductor and AI-infrastructure
trader score
+0.26
hit rate
45%
mean α
+0.13%
signals 14d
12
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, +0.13% mean alpha, trader score +0.26. Their last-14d mentions, direction-adjusted, have moved -8.4% since posting (mean over 7 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | BESI | @BeuvingJordy | +0.00 | The tweet flags a newly released SemiAnalysis article about ASML hybrid-bonding tools and BESI. | · | tweet ↗ |
| 2026-10-15 | ASML | @BeuvingJordy | +0.00 | The tweet flags a newly released SemiAnalysis article about ASML hybrid-bonding tools and BESI. | -5.2% | tweet ↗ |
| 2026-10-15 | · | @BeuvingJordy | · | AIXTRON pre-released orders and EBIT above consensus, including €275M orders versus €215M expected. | · | tweet ↗ |
| 2026-10-13 | ASML | @BeuvingJordy | +0.75 | Reports ASML beat consensus with record margin and above-consensus Q4 outlook. | -8.5% | tweet ↗ |
| 2026-10-13 | ASML | @BeuvingJordy | +0.60 | Endorses a referenced ASML earnings thread as strongly positive. | -8.5% | tweet ↗ |
| 2026-10-13 | ASML | @BeuvingJordy | +0.75 | Reports ASML beat consensus with record margin and above-consensus Q4 outlook. | -8.5% | tweet ↗ |
| 2026-10-13 | MRVL | @BeuvingJordy | +0.00 | Names AVGO and MRVL for an ASIC update but supplies no standalone details or stance. | -15.0% | tweet ↗ |
| 2026-10-13 | AVGO | @BeuvingJordy | +0.00 | Names AVGO and MRVL for an ASIC update but supplies no standalone details or stance. | -10.0% | tweet ↗ |
| 2026-10-13 | · | @BeuvingJordy | · | Briefly flags fears about Chinese memory-chip competition. | · | tweet ↗ |
| 2026-10-12 | MSFT | @BeuvingJordy | +0.00 | Names Microsoft's Maia custom silicon but provides no directional view. | -3.1% | tweet ↗ |
| 2026-10-07 | BESI | @BeuvingJordy | +0.00 | References low, mid and high scenarios for installed hybrid-bonding units. | · | tweet ↗ |
| 2026-10-05 | ASMI.AS | @BeuvingJordy | +0.40 | Reports an ASMI price-target increase from €1,200 to €1,300. | · | 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.