@BUZZ__tiab BUZZ__tiab
Deep AI-semiconductor supply-chain analyst with a Korean memory-market lens
Synthesizes the AI compute buildout into the physical semico
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 70% hit rate, +1.82% mean alpha, trader score +2.23. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 88 mentions with price data).
BUZZ__tiab is mostly curating Korea-linked semiconductor and AI infrastructure developments, not making explicit trades. The distinctive read is that TSMC 2nm pricing may squeeze large customers while Nvidia remains supported by inference-share gains and Korean AI datacenter collaboration. No position disclosures or directional calls appeared, so conviction reads as thematic coverage rather than active trading.
No explicit adds, trims, exits, or directional trade calls appeared in the supplied signals. Coverage is concentrated in semiconductor supply-chain and AI infrastructure themes, with NVDA receiving both positive AI-inference updates and a separate TSMC-cost pressure mention. The window shows thematic consistency rather than a clear intensifying, fading, or flipping position trajectory.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | MU | @BUZZ__tiab | +0.20 | SEMI asks Trump administration not to intervene in memory pricing/capacity. | — | tweet ↗ |
| 2026-07-03 | SSNLF | @BUZZ__tiab | +0.20 | SEMI asks Trump administration not to intervene in memory pricing/capacity. | · | tweet ↗ |
| 2026-07-03 | MU | @BUZZ__tiab | +0.45 | Memory market estimated at 350T won in Q2 with major growth and strong Micron metrics. | — | tweet ↗ |
| 2026-07-03 | SSNLF | @BUZZ__tiab | +0.35 | Memory market estimated at 350T won in Q2 with major growth and strong Micron metrics. | · | tweet ↗ |
| 2026-07-03 | NVDA | @BUZZ__tiab | +0.00 | Korea Investment cut Samsung Q2 op profit estimate but sees HBM share gains. | — | tweet ↗ |
| 2026-07-03 | SSNLF | @BUZZ__tiab | +0.45 | Korea Investment cut Samsung Q2 op profit estimate but sees HBM share gains. | · | tweet ↗ |
| 2026-07-03 | GOOGL | @BUZZ__tiab | +0.10 | Korea Investment cut Samsung Q2 op profit estimate but sees HBM share gains. | — | tweet ↗ |
| 2026-07-02 | META | @BUZZ__tiab | +0.00 | Samsung negotiating Q3 DRAM ASP increases up to 20% on strong AI demand. | — | tweet ↗ |
| 2026-07-02 | SSNLF | @BUZZ__tiab | +0.50 | Samsung negotiating Q3 DRAM ASP increases up to 20% on strong AI demand. | · | tweet ↗ |
| 2026-07-02 | CXMT | @BUZZ__tiab | +0.10 | Korean comment links Trump's AI remarks to possible China AI implications, mentioning CXMT. | · | tweet ↗ |
| 2026-07-02 | MU | @BUZZ__tiab | +0.35 | Compares Micron and SK Hynix long-term memory contracts and revenue goals. | — | tweet ↗ |
| 2026-07-02 | MSFT | @BUZZ__tiab | +0.10 | Compares Micron and SK Hynix long-term memory contracts and revenue goals. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @BUZZ__tiab | +0.10 | Compares Micron and SK Hynix long-term memory contracts and revenue goals. | — | tweet ↗ |
| 2026-07-02 | META | @BUZZ__tiab | +0.25 | Summarizes institutions mostly seeing Meta compute sales as ROI-positive rather than capacity glut. | — | tweet ↗ |
| 2026-07-02 | AMD | @BUZZ__tiab | +0.25 | AMD reveals MoP architecture integrating low-power DRAM to reduce board area and improve performance. | — | 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.