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
+0.68
hit rate
53%
mean α
+0.36%
signals 14d
15
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 15 scored bets: 53% hit rate, +0.36% mean alpha, trader score +0.68. Their last-14d mentions, direction-adjusted, have moved +4.2% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @DylanOnChips | +0.20 | Discusses Nvidia financing support for partners amid component constraints and data-center backlash. | -1.5% | tweet ↗ |
| 2026-10-15 | INTC | @DylanOnChips | +0.25 | Calls Intel's D-series GPU interesting relative to Nvidia's RTX Pro 6000. | -8.8% | tweet ↗ |
| 2026-10-15 | NVDA | @DylanOnChips | +0.00 | Calls Intel's D-series GPU interesting relative to Nvidia's RTX Pro 6000. | -2.9% | tweet ↗ |
| 2026-10-15 | AMD | @DylanOnChips | +0.00 | Reports six AI data-center announcements from Intel, AMD and Nvidia at OCP 2026. | -8.1% | tweet ↗ |
| 2026-10-15 | INTC | @DylanOnChips | +0.00 | Reports six AI data-center announcements from Intel, AMD and Nvidia at OCP 2026. | -8.8% | tweet ↗ |
| 2026-10-15 | NVDA | @DylanOnChips | +0.00 | Reports six AI data-center announcements from Intel, AMD and Nvidia at OCP 2026. | -2.9% | tweet ↗ |
| 2026-10-13 | INTC | @DylanOnChips | -0.20 | Says Intel completed its memory-business divestiture and that the opportunity to reverse it has passed. | -15.4% | tweet ↗ |
| 2026-10-13 | MRVL | @DylanOnChips | +0.00 | Analyzes Intel appointing Marvell executive Dean Jarnac to lead sales amid revenue and custom-chip pressure. | -15.0% | tweet ↗ |
| 2026-10-13 | INTC | @DylanOnChips | +0.10 | Analyzes Intel appointing Marvell executive Dean Jarnac to lead sales amid revenue and custom-chip pressure. | -15.4% | tweet ↗ |
| 2026-10-09 | INTC | @DylanOnChips | -0.30 | Reports Intel cut an unspecified number of channel-facing jobs in June. | -16.9% | tweet ↗ |
| 2026-10-08 | INTC | @DylanOnChips | -0.35 | Exclusive report says Intel made undisclosed channel-facing job cuts in June. | -18.8% | tweet ↗ |
| 2026-10-08 | INTC | @DylanOnChips | -0.20 | Says Intel's comeback signs coexist with continuing disruptive channel changes. | -18.8% | tweet ↗ |
| 2026-10-08 | INTC | @DylanOnChips | -0.15 | Frames Intel sales-organization changes as part of a multiyear turnaround effort. | -18.8% | tweet ↗ |
| 2026-10-08 | INTC | @DylanOnChips | -0.20 | Reports Intel's global sales leader departed after roughly one year. | -18.8% | tweet ↗ |
| 2026-10-08 | INTC | @DylanOnChips | -0.25 | Reports Intel replaced its sales chief and conducted channel-related June layoffs. | -18.8% | 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.