Author
@dylan522p dylan522p
grade Ax.com/dylan522p ↗
SemiAnalysis founder delivering primary-sourced semiconductor and AI-infrastructure supply-chain intelligence
Original deep-dive analysis of the AI/semiconductor supply c
trader score
+0.41
hit rate
57%
mean α
+0.29%
signals 14d
14
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 14 scored bets: 57% hit rate, +0.29% mean alpha, trader score +0.41. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 8 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @dylan522p | · | Says an unnamed party explicitly rejected disaggregated architecture at Hot Chips. | · | tweet ↗ |
| 2026-08-25 | AMD | @dylan522p | +0.80 | Author explicitly expresses strong enthusiasm for AMD. | -2.8% | tweet ↗ |
| 2026-08-25 | NVDA | @dylan522p | +0.20 | Expresses affection for Nvidia, though the question mark makes the stance somewhat playful. | +2.1% | tweet ↗ |
| 2026-08-24 | · | @dylan522p | · | Claims organized groups are promoting false narratives about data-center water use and noise. | · | tweet ↗ |
| 2026-08-23 | · | @dylan522p | · | Claims CCP funding supports organized opposition to AI and data-center development. | · | tweet ↗ |
| 2026-08-21 | ASML | @dylan522p | -0.15 | Argues ASML lithography tools cannot be produced or operated without the US supply chain. | -3.8% | tweet ↗ |
| 2026-08-21 | · | @dylan522p | · | Observes revenue-generating AI startups transforming into neocloud infrastructure providers with added services. | · | tweet ↗ |
| 2026-08-21 | · | @dylan522p | · | Warns that reported ARR may be annualized run rate built from one-time, lumpy revenue rather than recurring sales. | · | tweet ↗ |
| 2026-08-21 | ASML | @dylan522p | +0.10 | Dismisses a preceding claim by arguing its implication would make ASML tool production impossible. | -3.8% | tweet ↗ |
| 2026-08-16 | · | @dylan522p | · | Says flawed PJM modeling and auctions cost ratepayers $12B and impede new grid capacity. | · | tweet ↗ |
| 2026-08-15 | NVDA | @dylan522p | +0.00 | Updates semiconductor research: Micron yields improved after Nvidia revised HBM4 requirements and Broadcom volumes were cut | -3.4% | tweet ↗ |
| 2026-08-15 | AVGO | @dylan522p | -0.15 | Updates semiconductor research: Micron yields improved after Nvidia revised HBM4 requirements and Broadcom volumes were cut | -6.2% | tweet ↗ |
| 2026-08-15 | MU | @dylan522p | +0.25 | Updates semiconductor research: Micron yields improved after Nvidia revised HBM4 requirements and Broadcom volumes were cut | -4.0% | tweet ↗ |
| 2026-08-15 | AMD | @dylan522p | +0.00 | Updates semiconductor research: Micron yields improved after Nvidia revised HBM4 requirements and Broadcom volumes were cut | -9.5% | 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.