Author
@DylanOnChips DylanOnChips
grade Ax.com/DylanOnChips ↗
Named chip-beat journalist breaking source-driven Intel/AMD/AI-infra scoops and channel checks
Reports and contextualizes semiconductor industry news — fou
trader score
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hit rate
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mean α
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signals 14d
6
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @DylanOnChips | · | Lenovo executive says data-center backlash is a constraint but AI demand has not slowed. | · | tweet ↗ |
| 2026-08-24 | INTC | @DylanOnChips | -0.48 | Reports Intel x86 CPU market share falling below 70% for the first time since 1995. | +2.5% | tweet ↗ |
| 2026-08-20 | · | @DylanOnChips | · | Mercury Research says high PC prices and limited GPUs are materially hurting desktop PC and CPU demand. | · | tweet ↗ |
| 2026-08-20 | QCOM | @DylanOnChips | +0.10 | Qualcomm hired Motorola's former president to lead PC, smartphone and mixed-reality chip businesses. | +2.1% | tweet ↗ |
| 2026-08-18 | NVDA | @DylanOnChips | +0.10 | Reports Nvidia's first major channel-leadership change in three years. | -1.0% | tweet ↗ |
| 2026-08-18 | NVDA | @DylanOnChips | +0.10 | Nvidia appoints HPE veteran Monica Gille as VP of global partnerships. | -1.0% | 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.