Author
@bubbleboi bubbleboi
grade Ax.com/bubbleboi ↗
Anon semiconductor supply-chain obsessive turning deep node/packaging knowledge into high-conviction trades
Posts original, technically deep semiconductor and AI-infras
trader score
+1.11
hit rate
60%
mean α
+0.59%
signals 14d
52
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: 60% hit rate, +0.59% mean alpha, trader score +1.11. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | AAPL | @bubbleboi | -0.25 | Claims Meta released a model that performs better on Apple silicon than Apple's own model. | +1.7% | tweet ↗ |
| 2026-10-15 | META | @bubbleboi | +0.55 | Claims Meta released a model that performs better on Apple silicon than Apple's own model. | -12.8% | tweet ↗ |
| 2026-10-15 | NBIS | @bubbleboi | +0.25 | Observes NBIS falling while CoreWeave rises and judges the relative move backwards. | -15.7% | tweet ↗ |
| 2026-10-15 | CRWV | @bubbleboi | -0.20 | Observes NBIS falling while CoreWeave rises and judges the relative move backwards. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @bubbleboi | · | Expects a sharp increase in market volatility. | · | tweet ↗ |
| 2026-10-13 | NVDA | @bubbleboi | -0.20 | Uses supplier-event crowding as anecdotal evidence of an Nvidia ecosystem bubble. | -7.7% | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | The author says AI makes information search and financial modeling easier and more accurate. | · | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Muse reportedly wrote an AWS F2 implementation running Qwen with limited human debugging. | · | tweet ↗ |
| 2026-10-12 | META | @bubbleboi | +0.55 | The author claims a Meta model created a functional Minecraft-like game from a short prompt. | -13.5% | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Expects an unspecified model to improve much faster and sooner than others expect. | · | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Reports an AI-generated RV64 implementation passing Spike RISC-V specification tests. | · | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Claims access to an unreleased model but provides no identifying details or benchmark. | · | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Describes an agent autonomously building and verifying a RISC-V codebase before tape-out. | · | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Claims an unspecified model completed a task in about eight million tokens. | · | tweet ↗ |
| 2026-10-12 | · | @bubbleboi | · | Says an unspecified model previously recreated a game in Unreal Engine. | · | 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.