Author
@DanielNenni DanielNenni
grade Bx.com/DanielNenni ↗
SemiWiki founder relaying deep semiconductor foundry, packaging, and lithography supply-chain analysis
Publishes and threads semiconductor-industry coverage focuse
trader score
-0.99
hit rate
45%
mean α
-0.42%
signals 14d
43
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: 45% hit rate, -0.42% mean alpha, trader score -0.99. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @DanielNenni | · | Research argues agentic AI will broaden open-source EDA use without immediate vendor displacement. | · | tweet ↗ |
| 2026-08-28 | TSM | @DanielNenni | +0.20 | TSMC Arizona is building advanced semiconductor manufacturing in North Phoenix. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DanielNenni | +0.25 | Nvidia scientist says AI yields about 2x average and up to 10x expert productivity. | — | tweet ↗ |
| 2026-08-27 | INTC | @DanielNenni | -0.35 | Notes Intel's top-end 24-core desktop CPU is available for only $199, implying weak pricing. | -2.8% | tweet ↗ |
| 2026-08-27 | SNPS | @DanielNenni | +0.55 | Says Synopsys' earnings beat demonstrates growing importance across the AI computing stack. | -4.8% | tweet ↗ |
| 2026-08-27 | · | @DanielNenni | · | Reports Huawei's LogicFolding approach to improve chip performance without smaller transistors. | · | tweet ↗ |
| 2026-08-26 | TSM | @DanielNenni | +0.50 | Reports TSMC's four overseas subsidiaries producing NT$58.53B profit, up 215.4% year over year. | -0.0% | tweet ↗ |
| 2026-08-26 | · | @DanielNenni | · | Reports semiconductor market size and quarterly and annual growth rates. | · | tweet ↗ |
| 2026-08-26 | · | @DanielNenni | · | Describes a shift toward goal-driven agentic AI collaborating with chip designers. | · | tweet ↗ |
| 2026-08-25 | · | @DanielNenni | · | Questions whether displayed lithography patterns are realistic and asks if gaps accommodate SRAFs. | · | tweet ↗ |
| 2026-08-25 | NVDA | @DanielNenni | -0.10 | Reports Nvidia is exploring acquisition of AI-chip startup Rebellions, valued at $2.3 billion. | +2.1% | tweet ↗ |
| 2026-08-25 | TSM | @DanielNenni | +0.80 | Strongly expects TSMC N2 revenue to surge next year, citing Apple's first 2nm M6 chip. | +0.0% | tweet ↗ |
| 2026-08-25 | AAPL | @DanielNenni | +0.35 | Strongly expects TSMC N2 revenue to surge next year, citing Apple's first 2nm M6 chip. | +3.2% | tweet ↗ |
| 2026-08-25 | · | @DanielNenni | · | Explains the cost and timing limitations of semiconductor warpage analysis. | · | tweet ↗ |
| 2026-08-25 | · | @DanielNenni | · | Reports an AI physics model enabling orders-of-magnitude faster analysis. | · | 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.