Author
@BUZZ__tiab BUZZ__tiab
grade Bx.com/BUZZ__tiab ↗
Deep AI-semiconductor supply-chain analyst with a Korean memory-market lens
Synthesizes the AI compute buildout into the physical semico
trader score
+0.04
hit rate
50%
mean α
+0.02%
signals 14d
64
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, +0.02% mean alpha, trader score +0.04. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | GOOGL | @BUZZ__tiab | +0.05 | Google imposes new Android app memory-efficiency and credential-restoration standards. | — | tweet ↗ |
| 2026-08-28 | TSM | @BUZZ__tiab | +0.60 | TSMC held 73% foundry share in Q2 versus Samsung's 7%, amid 29% market growth. | — | tweet ↗ |
| 2026-08-28 | · | @BUZZ__tiab | · | ISTE developed second-generation SiCN PECVD equipment with over 50% higher productivity. | · | tweet ↗ |
| 2026-08-28 | NVDA | @BUZZ__tiab | -0.25 | The U.S. is reportedly considering broader semiconductor tariffs covering finished electronics. | — | tweet ↗ |
| 2026-08-28 | TSM | @BUZZ__tiab | -0.25 | The U.S. is reportedly considering broader semiconductor tariffs covering finished electronics. | — | tweet ↗ |
| 2026-08-28 | AAPL | @BUZZ__tiab | -0.25 | The U.S. is reportedly considering broader semiconductor tariffs covering finished electronics. | — | tweet ↗ |
| 2026-08-28 | AMD | @BUZZ__tiab | -0.25 | The U.S. is reportedly considering broader semiconductor tariffs covering finished electronics. | — | tweet ↗ |
| 2026-08-27 | · | @BUZZ__tiab | · | SK Hynix plans a $4B Indiana HBM packaging plant with production targeted for 2029. | · | tweet ↗ |
| 2026-08-27 | NVDA | @BUZZ__tiab | +0.65 | Nvidia expands NVLink Fusion with NVHBM and names Amazon as the first collaborator | -4.6% | tweet ↗ |
| 2026-08-27 | AMZN | @BUZZ__tiab | +0.30 | Nvidia expands NVLink Fusion with NVHBM and names Amazon as the first collaborator | +4.0% | tweet ↗ |
| 2026-08-26 | · | @BUZZ__tiab | · | TechInsights says CXMT adopted High-k materials in LPDDR5X and is sampling G4-based HBM3. | · | tweet ↗ |
| 2026-08-26 | NVDA | @BUZZ__tiab | +0.00 | Post references Nvidia's earnings trend, but the chart is unavailable. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @BUZZ__tiab | · | Korean power-equipment firms are investing and partnering to capture growing HVDC demand. | · | tweet ↗ |
| 2026-08-26 | INTC | @BUZZ__tiab | +0.15 | Google TPU v10 reportedly shifts to multiple vendors with more complex packaging and higher MediaTek value. | +1.4% | tweet ↗ |
| 2026-08-26 | AMD | @BUZZ__tiab | +0.15 | Google TPU v10 reportedly shifts to multiple vendors with more complex packaging and higher MediaTek value. | -3.2% | 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.