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
-0.37
hit rate
55%
mean α
-0.27%
signals 14d
73
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: 55% hit rate, -0.27% mean alpha, trader score -0.37. Their last-14d mentions, direction-adjusted, have moved -10.3% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @damnang2 | +0.45 | A Nebius GPU architect is cited saying GPU demand is virtually limitless. | -4.1% | tweet ↗ |
| 2026-10-16 | META | @damnang2 | +0.25 | Frames Meta's advertising business and how AI, Muse, and smart glasses may reshape it. | -9.4% | tweet ↗ |
| 2026-10-16 | · | @damnang2 | · | Strongly agrees that 80% of memory capacity committed under LTAs means the industry is effectively fully booked. | · | tweet ↗ |
| 2026-10-16 | 005930.KS | @damnang2 | +0.35 | Says Samsung Foundry is ready to accelerate silicon-photonics work begun in 2024. | — | tweet ↗ |
| 2026-10-15 | 000660.KS | @damnang2 | +0.75 | This is a great time to buy Samsung and SK hynix. — Explicitly recommends buying both Korean memory manufacturers now. | — | tweet ↗ |
| 2026-10-15 | 005930.KS | @damnang2 | +0.75 | This is a great time to buy Samsung and SK hynix. — Explicitly recommends buying both Korean memory manufacturers now. | — | tweet ↗ |
| 2026-10-15 | · | @damnang2 | · | States a value-growth investment preference for unfairly beaten-down companies with strong growth potential. | · | tweet ↗ |
| 2026-10-15 | · | @damnang2 | · | Bullish multi-year memory thesis expects demand acceleration and sector rerating within six months. | · | tweet ↗ |
| 2026-10-15 | AEHR | @damnang2 | +0.70 | Discloses buying AEHR earlier the same trading day. | -20.1% | tweet ↗ |
| 2026-10-14 | AAPL | @damnang2 | -0.25 | Argues memory suppliers should gain pricing power and expand into broader AI systems businesses. | +1.4% | tweet ↗ |
| 2026-10-14 | TSLA | @damnang2 | -0.25 | Argues memory suppliers should gain pricing power and expand into broader AI systems businesses. | +1.4% | tweet ↗ |
| 2026-10-14 | AEHR | @damnang2 | +0.75 | Start nibbling AEHR while watching COHR, BE and NBIS as potential buys. — Discloses initial AEHR buying and a forward watchlist of other potential purchases. | -22.6% | tweet ↗ |
| 2026-10-14 | NBIS | @damnang2 | +0.55 | Start nibbling AEHR while watching COHR, BE and NBIS as potential buys. — Discloses initial AEHR buying and a forward watchlist of other potential purchases. | -14.7% | tweet ↗ |
| 2026-10-14 | BE | @damnang2 | +0.25 | Start nibbling AEHR while watching COHR, BE and NBIS as potential buys. — Discloses initial AEHR buying and a forward watchlist of other potential purchases. | -19.2% | tweet ↗ |
| 2026-10-14 | COHR | @damnang2 | +0.45 | Start nibbling AEHR while watching COHR, BE and NBIS as potential buys. — Discloses initial AEHR buying and a forward watchlist of other potential purchases. | -20.5% | 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.