Author
@damnang2 damnang2
grade Ax.com/damnang2 ↗
AI-infra semiconductor supply-chain analyst mapping optics, OSAT, memory and power bottlenecks
Publishes thematic, deeply-reasoned theses on the AI-infrast
trader score
-1.05
hit rate
35%
mean α
-0.93%
signals 14d
110
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: 35% hit rate, -0.93% mean alpha, trader score -1.05. Their last-14d mentions, direction-adjusted, have moved -4.8% since posting (mean over 45 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IREN | @damnang2 | +0.10 | Introduces a technical and economic investment framework for three neocloud companies. | — | tweet ↗ |
| 2026-08-28 | CRWV | @damnang2 | +0.10 | Introduces a technical and economic investment framework for three neocloud companies. | — | tweet ↗ |
| 2026-08-28 | NBIS | @damnang2 | +0.10 | Introduces a technical and economic investment framework for three neocloud companies. | — | tweet ↗ |
| 2026-08-28 | CBRS | @damnang2 | +0.55 | Expresses strong admiration for Cerebras and intent to follow its development closely. | · | tweet ↗ |
| 2026-08-28 | · | @damnang2 | · | Identifies robotics, cybersecurity, and power infrastructure as earlier-stage AI beneficiaries. | · | tweet ↗ |
| 2026-08-28 | · | @damnang2 | · | Argues HBM pricing may stay firm while AI compute scaling forces higher memory demand. | · | tweet ↗ |
| 2026-08-28 | IREN | @damnang2 | +0.15 | Frames three neocloud stocks for comparative technology and financial analysis. | — | tweet ↗ |
| 2026-08-28 | CRWV | @damnang2 | +0.15 | Frames three neocloud stocks for comparative technology and financial analysis. | — | tweet ↗ |
| 2026-08-28 | NBIS | @damnang2 | +0.15 | Frames three neocloud stocks for comparative technology and financial analysis. | — | tweet ↗ |
| 2026-08-28 | IREN | @damnang2 | +0.00 | Frames a comparative investment guide to three neoclouds focused on infrastructure, funding, capacity, and risk. | — | tweet ↗ |
| 2026-08-28 | CRWV | @damnang2 | +0.00 | Frames a comparative investment guide to three neoclouds focused on infrastructure, funding, capacity, and risk. | — | tweet ↗ |
| 2026-08-28 | NBIS | @damnang2 | +0.00 | Frames a comparative investment guide to three neoclouds focused on infrastructure, funding, capacity, and risk. | — | tweet ↗ |
| 2026-08-28 | · | @damnang2 | · | Stay long memory despite negative-sounding industry news. — Explicitly states memory remains a long regardless of HBM and Chinese-memory concerns. | · | tweet ↗ |
| 2026-08-27 | · | @damnang2 | · | Remain long the memory sector. — Explicitly states a long view on memory based on industry information. | · | tweet ↗ |
| 2026-08-27 | · | @damnang2 | · | Says an unspecified thesis remains intact and expects numbers to trigger upside. | · | 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.