Author
@EricJhonsa EricJhonsa
grade Bx.com/EricJhonsa ↗
Sell-side-caliber semis analyst mapping AI-infra demand to silicon winners
Publishes original, valuation-grounded fundamental analysis
trader score
-1.03
hit rate
44%
mean α
-0.66%
signals 14d
63
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 16 scored bets: 44% hit rate, -0.66% mean alpha, trader score -1.03. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @EricJhonsa | · | Sees low tail risk of giant oil spike despite Hormuz tensions. | · | tweet ↗ |
| 2026-07-02 | · | @EricJhonsa | · | Mentions speculative play with clear upside if execution improves, but ticker absent. | · | tweet ↗ |
| 2026-07-02 | AMKR | @EricJhonsa | +0.25 | Likes ONTO around current levels, says AMKR could work but ASX is cheaper. | — | tweet ↗ |
| 2026-07-02 | ASX | @EricJhonsa | +0.25 | Likes ONTO around current levels, says AMKR could work but ASX is cheaper. | — | tweet ↗ |
| 2026-07-02 | ONTO | @EricJhonsa | +0.45 | Likes ONTO around current levels, says AMKR could work but ASX is cheaper. | — | tweet ↗ |
| 2026-07-02 | GLW | @EricJhonsa | +0.10 | AAOI risk/reward looks interesting; GLW great but expensive; likes LITE more than COHR. | — | tweet ↗ |
| 2026-07-02 | LITE | @EricJhonsa | +0.35 | AAOI risk/reward looks interesting; GLW great but expensive; likes LITE more than COHR. | — | tweet ↗ |
| 2026-07-02 | AAOI | @EricJhonsa | +0.35 | AAOI risk/reward looks interesting; GLW great but expensive; likes LITE more than COHR. | — | tweet ↗ |
| 2026-07-02 | COHR | @EricJhonsa | +0.15 | AAOI risk/reward looks interesting; GLW great but expensive; likes LITE more than COHR. | — | tweet ↗ |
| 2026-07-02 | ENR | @EricJhonsa | +0.40 | ENR seen as reasonable valuation with gas turbine, electrical gear and grid modernization exposure. | — | tweet ↗ |
| 2026-07-02 | · | @EricJhonsa | · | Says unnamed stock could work but mobile exposure and server CPU share/margins are concerns. | · | tweet ↗ |
| 2026-07-02 | · | @EricJhonsa | · | References current valuations and top-line growth estimates for AI infra plays. | · | tweet ↗ |
| 2026-07-02 | TSM | @EricJhonsa | +0.45 | Lists AI infra areas that look cheap or reasonable after unwind. | — | tweet ↗ |
| 2026-07-02 | AMZN | @EricJhonsa | +0.45 | Lists AI infra areas that look cheap or reasonable after unwind. | — | tweet ↗ |
| 2026-07-02 | AVGO | @EricJhonsa | +0.45 | Lists AI infra areas that look cheap or reasonable after unwind. | — | 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.