Author
@dnystedt dnystedt
grade Bx.com/dnystedt ↗
Taiwan-based journalist relaying the AI semiconductor supply chain in granular, attributed detail
Reports and synthesizes news, data, and channel signals acro
trader score
-1.64
hit rate
35%
mean α
-0.66%
signals 14d
35
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, -0.66% mean alpha, trader score -1.64. Their last-14d mentions, direction-adjusted, have moved -10.0% since posting (mean over 27 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | MU | @dnystedt | -0.30 | Reports a possible Micron Taiwan strike threatening memory-chip supply amid a shortage. | -5.8% | tweet ↗ |
| 2026-10-12 | · | @dnystedt | · | Wistron's board approved major AI-server capacity projects and a factory purchase in Taiwan. | · | tweet ↗ |
| 2026-10-12 | · | @dnystedt | · | Reports sharp Q3 revenue, margin, profit and EPS growth at Nanya amid a severe DRAM shortage. | · | tweet ↗ |
| 2026-10-12 | TSM | @dnystedt | +0.20 | Reports Maia production timing, TSMC's 2nm manufacturing role and Microsoft's multi-gigawatt deployment plan. | -5.8% | tweet ↗ |
| 2026-10-12 | MSFT | @dnystedt | +0.25 | Reports Maia production timing, TSMC's 2nm manufacturing role and Microsoft's multi-gigawatt deployment plan. | -3.1% | tweet ↗ |
| 2026-10-11 | · | @dnystedt | · | Taiwan and Slovakia signed a semiconductor technology-transfer and industry-development agreement. | · | tweet ↗ |
| 2026-10-11 | TSM | @dnystedt | +0.15 | Formosa Plastics is considering a major Texas chemical expansion to supply TSMC and other clients. | -7.7% | tweet ↗ |
| 2026-10-11 | TER | @dnystedt | +0.25 | Testing prices are reportedly set to rise 10%-30%, benefiting named semiconductor-test suppliers. | -23.3% | tweet ↗ |
| 2026-10-11 | ASX | @dnystedt | +0.35 | Testing prices are reportedly set to rise 10%-30%, benefiting named semiconductor-test suppliers. | -16.7% | tweet ↗ |
| 2026-10-11 | AMKR | @dnystedt | +0.35 | Testing prices are reportedly set to rise 10%-30%, benefiting named semiconductor-test suppliers. | -20.0% | tweet ↗ |
| 2026-10-11 | FORM | @dnystedt | +0.25 | Testing prices are reportedly set to rise 10%-30%, benefiting named semiconductor-test suppliers. | -29.5% | tweet ↗ |
| 2026-10-11 | COHU | @dnystedt | +0.25 | Testing prices are reportedly set to rise 10%-30%, benefiting named semiconductor-test suppliers. | -29.7% | tweet ↗ |
| 2026-10-09 | · | @dnystedt | · | Reports major capex increases by Taiwan power-supply firms in response to AI server demand. | · | tweet ↗ |
| 2026-10-09 | · | @dnystedt | · | Reports Lite-On's $350 million Texas plant contract and a large increase in 2026 capex. | · | tweet ↗ |
| 2026-10-09 | AMD | @dnystedt | +0.25 | Reports AI-server production tied to Nvidia and AMD fueling record Wistron revenue growth. | -15.0% | 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.