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
-0.12
hit rate
50%
mean α
-0.17%
signals 14d
19
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 10 scored bets: 50% hit rate, -0.17% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -5.5% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | TEAM | @dylan522p | -0.35 | Criticizes Atlassian's product as annoying based on direct user experience. | +11.2% | tweet ↗ |
| 2026-10-08 | IREN | @dylan522p | -0.20 | Says an unnamed firm's availability ranking is worse than IREN's while disclosing an investment. | -30.3% | tweet ↗ |
| 2026-10-08 | · | @dylan522p | · | Defends technically driven cloud ratings and says Amazon was also heavily downgraded. | · | tweet ↗ |
| 2026-10-08 | IREN | @dylan522p | +0.00 | Clarifies that a cloud downgrade reflected its own capacity and reliability issues, not IREN. | -30.3% | tweet ↗ |
| 2026-10-07 | · | @dylan522p | · | Defends a ClusterMAX downgrade of TogetherAI based on reliability and quality issues. | · | tweet ↗ |
| 2026-10-07 | CRDO | @dylan522p | -0.10 | Clarifies that model 6.1 ultrafast does not run on Cerebras and its capacity serves older optimized models | -33.1% | tweet ↗ |
| 2026-10-07 | IREN | @dylan522p | +0.00 | Denies that IREN or any cloud provider paid for SemiAnalysis coverage or rankings | -35.6% | tweet ↗ |
| 2026-10-06 | · | @dylan522p | · | Says Mistral 4 performs well on legal and cybersecurity benchmarks, followed by a joke. | · | tweet ↗ |
| 2026-10-05 | META | @dylan522p | +0.00 | Reports subscription-value testing across multiple AI services but provides no results or clear stance on Meta. | -13.4% | tweet ↗ |
| 2026-10-05 | · | @dylan522p | · | Describes month-long objective subscription testing of OpenAI and Anthropic, though no results are stated. | · | tweet ↗ |
| 2026-10-05 | · | @dylan522p | · | Enthusiastically endorses Reflection AI, though no public ticker or detailed thesis is given. | · | tweet ↗ |
| 2026-10-04 | · | @dylan522p | · | Argues memory manufacturers' aversion to variation will make 3D DRAM adoption difficult. | · | tweet ↗ |
| 2026-10-03 | · | @dylan522p | · | Clarifies that the Sol 6.1 ultra-fast model runs on GPUs and that Cerebras partnership claims were not denied. | · | tweet ↗ |
| 2026-10-03 | · | @dylan522p | · | Warns that chaining dozens of wafers creates offline and utilization constraints. | · | tweet ↗ |
| 2026-10-03 | AMD | @dylan522p | +0.00 | Claims AMD confirmed part of an earlier leak, but the specific leaked information is absent. | -18.5% | 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.