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
-0.16
hit rate
50%
mean α
-0.07%
signals 14d
109
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: 50% hit rate, -0.07% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 66 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | CDNS | @bubbleboi | -0.50 | Criticizes Synopsys and Cadence as complacent incumbents failing to pursue opportunities. | — | tweet ↗ |
| 2026-08-28 | SNPS | @bubbleboi | -0.50 | Criticizes Synopsys and Cadence as complacent incumbents failing to pursue opportunities. | — | tweet ↗ |
| 2026-08-28 | · | @bubbleboi | · | Argues that targeted engineering tools in EDA have substantial opportunity beyond fashionable AI approaches. | · | tweet ↗ |
| 2026-08-28 | · | @bubbleboi | · | Mockingly relays an alleged indium-phosphide shortage, implying skepticism about the narrative. | · | tweet ↗ |
| 2026-08-27 | META | @bubbleboi | +0.15 | 称Meta大量使用AI200进行排序，新系统可能更值得关注。 | +1.2% | tweet ↗ |
| 2026-08-27 | MSFT | @bubbleboi | +0.00 | 预期到2027年相关供应商向Meta和Microsoft隐瞒TCO的问题会暴露。 | +1.7% | tweet ↗ |
| 2026-08-27 | META | @bubbleboi | +0.00 | 预期到2027年相关供应商向Meta和Microsoft隐瞒TCO的问题会暴露。 | +1.2% | tweet ↗ |
| 2026-08-27 | NFLX | @bubbleboi | +0.35 | 提出以工程质量和产品重要性选股，并以Google Search与Netflix为例。 | +2.4% | tweet ↗ |
| 2026-08-27 | GOOGL | @bubbleboi | +0.35 | 提出以工程质量和产品重要性选股，并以Google Search与Netflix为例。 | +1.7% | tweet ↗ |
| 2026-08-27 | · | @bubbleboi | · | 称市场定价标的上下波动超过10%，但未识别标的。 | · | tweet ↗ |
| 2026-08-27 | · | @bubbleboi | · | 预测两年后20%的加速器采用HBC或衍生品，部分替代HBM。 | · | tweet ↗ |
| 2026-08-27 | INTC | @bubbleboi | +0.55 | 称相关技术突破且市场会奖励，并援引长期看多Intel的经历。 | -2.8% | tweet ↗ |
| 2026-08-27 | NVDA | @bubbleboi | -0.15 | 认为某预测对应Nvidia约7.8万亿美元市值，语气质疑其夸张。 | -4.6% | tweet ↗ |
| 2026-08-27 | QCOM | @bubbleboi | +0.30 | 称QCOM方案具768GB容量且带宽高于HBM4，并对zHBM近期可用性持否定看法。 | -0.4% | tweet ↗ |
| 2026-08-27 | QCOM | @bubbleboi | +0.75 | 预测QCOM可获得最高20%的数据中心加速器市场，认为HBC将带来强劲重估。 | -0.4% | 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.