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
-1.58
hit rate
35%
mean α
-0.58%
signals 14d
118
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, -0.58% mean alpha, trader score -1.58. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 90 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | SSNLF | @dnystedt | +0.08 | Reports 80% preliminary support for a Micron Taiwan strike and mid-September mediation amid bonus disputes. | · | tweet ↗ |
| 2026-08-27 | SKHY | @dnystedt | +0.12 | Reports 80% preliminary support for a Micron Taiwan strike and mid-September mediation amid bonus disputes. | · | tweet ↗ |
| 2026-08-27 | MU | @dnystedt | -0.46 | Reports 80% preliminary support for a Micron Taiwan strike and mid-September mediation amid bonus disputes. | -0.3% | tweet ↗ |
| 2026-08-27 | · | @dnystedt | · | India launched a ₹1.275T second semiconductor funding tranche for chip design and manufacturing. | · | tweet ↗ |
| 2026-08-27 | SNDK | @dnystedt | +0.35 | Kioxia and SanDisk plan over $31B of Japanese capacity investment through 2032. | +0.0% | tweet ↗ |
| 2026-08-27 | SSNLF | @dnystedt | +0.30 | SK Hynix CEO expects memory shortages through 2030 and low oversupply risk amid AI demand. | · | tweet ↗ |
| 2026-08-27 | SKHY | @dnystedt | +0.45 | SK Hynix CEO expects memory shortages through 2030 and low oversupply risk amid AI demand. | · | tweet ↗ |
| 2026-08-27 | MU | @dnystedt | +0.30 | SK Hynix CEO expects memory shortages through 2030 and low oversupply risk amid AI demand. | -0.3% | tweet ↗ |
| 2026-08-27 | TSM | @dnystedt | +0.25 | Samsung targets FOPLP mass production by 2028 while detailing competing panel formats with TSMC. | -2.3% | tweet ↗ |
| 2026-08-27 | SSNLF | @dnystedt | +0.30 | Samsung targets FOPLP mass production by 2028 while detailing competing panel formats with TSMC. | · | tweet ↗ |
| 2026-08-27 | NVDA | @dnystedt | -0.25 | Nvidia paused a revenue-share credit-support model amid possible antitrust concerns. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @dnystedt | +0.50 | Details Nvidia's 70% FY2028 growth outlook, supply constraints, Rubin ramp and margin guidance. | -4.6% | tweet ↗ |
| 2026-08-26 | SSNLF | @dnystedt | +0.50 | Reports a 12.5-fold rise in DRAM's gold-equivalent price since the 2023 trough. | · | tweet ↗ |
| 2026-08-26 | SKHY | @dnystedt | +0.50 | Reports a 12.5-fold rise in DRAM's gold-equivalent price since the 2023 trough. | · | tweet ↗ |
| 2026-08-26 | MU | @dnystedt | +0.50 | Reports a 12.5-fold rise in DRAM's gold-equivalent price since the 2023 trough. | -0.6% | 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.