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
-0.29
hit rate
45%
mean α
-0.21%
signals 14d
30
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 20 scored bets: 45% hit rate, -0.21% mean alpha, trader score -0.29. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @EricJhonsa | · | Argues AI competition may disrupt several software markets, with ERP and security relatively insulated. | · | tweet ↗ |
| 2026-08-28 | CRM | @EricJhonsa | -0.25 | Sees AI-related competition and margin threats for Salesforce despite Agentforce momentum and prior oversold conditions. | — | tweet ↗ |
| 2026-08-27 | · | @EricJhonsa | · | Argues a mini-bubble has formed in security software despite some AI-related revenue benefit. | · | tweet ↗ |
| 2026-08-27 | · | @EricJhonsa | · | Says software risk-reward has worsened as stronger workflow-capable LLMs may arrive within months. | · | tweet ↗ |
| 2026-08-27 | · | @EricJhonsa | · | Calls price action in some SaaS stocks questionable due to chasing and short-covering. | · | tweet ↗ |
| 2026-08-27 | · | @EricJhonsa | · | Expects broad semiconductor infrastructure growth across memory, equipment, optics, CPUs, foundries and power semis. | · | tweet ↗ |
| 2026-08-26 | · | @EricJhonsa | · | Argues the AI-market party is unlikely to end at current valuations while end demand remains untapped. | · | tweet ↗ |
| 2026-08-26 | NVDA | @EricJhonsa | +0.60 | Cites Nvidia's 70% FY2028 growth guide and argues deceleration concerns are premature without weaker demand. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @EricJhonsa | · | Expects agentic-workload growth to delay an AI-sector correction until at least 2028 absent major efficiency gains. | · | tweet ↗ |
| 2026-08-26 | NVDA | @EricJhonsa | +0.60 | Argues positioning, AI advances and valuations make many AI infrastructure names attractive. | +3.8% | tweet ↗ |
| 2026-08-26 | TSM | @EricJhonsa | +0.55 | Argues positioning, AI advances and valuations make many AI infrastructure names attractive. | -0.0% | tweet ↗ |
| 2026-08-26 | MKSI | @EricJhonsa | +0.50 | Argues positioning, AI advances and valuations make many AI infrastructure names attractive. | · | tweet ↗ |
| 2026-08-26 | AEIS | @EricJhonsa | +0.50 | Argues positioning, AI advances and valuations make many AI infrastructure names attractive. | · | tweet ↗ |
| 2026-08-26 | AVGO | @EricJhonsa | +0.55 | Argues positioning, AI advances and valuations make many AI infrastructure names attractive. | +3.7% | tweet ↗ |
| 2026-08-26 | UCTT | @EricJhonsa | +0.50 | Argues positioning, AI advances and valuations make many AI infrastructure names attractive. | -4.9% | 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.