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
-0.99
hit rate
37%
mean α
-0.42%
signals 14d
55
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 19 scored bets: 37% hit rate, -0.42% mean alpha, trader score -0.99. Their last-14d mentions, direction-adjusted, have moved -11.2% 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 | TSM | @BUZZ__tiab | +0.00 | References a chart of TSMC revenue share by region. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @BUZZ__tiab | +0.00 | References a chart of TSMC revenue mix by wafer process. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @BUZZ__tiab | +0.00 | References a chart of ASML EUV and DUV average selling prices over time. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @BUZZ__tiab | +0.00 | References a chart of ASML revenue share by region. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @BUZZ__tiab | +0.00 | References a chart of ASML revenue mix by application. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @BUZZ__tiab | +0.00 | References a chart of ASML equipment unit sales over time. | -5.2% | tweet ↗ |
| 2026-10-14 | · | @BUZZ__tiab | · | References global 300mm semiconductor-fab equipment investment data. | · | tweet ↗ |
| 2026-10-14 | · | @BUZZ__tiab | · | Compares 6F² and 4F² DRAM cell structures in linked media. | · | tweet ↗ |
| 2026-10-14 | · | @BUZZ__tiab | · | Samsung reconfirmed development of next-generation 4F² VCT DRAM amid CXMT competition. | · | tweet ↗ |
| 2026-10-13 | MU | @BUZZ__tiab | -0.15 | References a timeline of the YMTC-Micron patent dispute. | -7.9% | tweet ↗ |
| 2026-10-13 | MSFT | @BUZZ__tiab | -0.15 | Reports Microsoft's future data-center lease commitments total $329 billion. | -3.5% | tweet ↗ |
| 2026-10-12 | NVDA | @BUZZ__tiab | +0.10 | References Nvidia GPU evolution and changes in server-rack power density, with details contained in linked media. | -6.8% | tweet ↗ |
| 2026-10-12 | SKHY | @BUZZ__tiab | +0.00 | Chart tracks SK Hynix conventional DRAM and HBM revenue and operating profit. | -15.5% | tweet ↗ |
| 2026-10-12 | · | @BUZZ__tiab | · | Chart shows revenue-share trends among major foundries. | · | tweet ↗ |
| 2026-10-12 | · | @BUZZ__tiab | · | Chart concerns Samsung Foundry price increases. | · | 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.