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
+0.11
hit rate
50%
mean α
+0.04%
signals 14d
34
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: 50% hit rate, +0.04% mean alpha, trader score +0.11. Their last-14d mentions, direction-adjusted, have moved -10.6% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @EricJhonsa | · | Says this is not the time to sell and compares the move to an inverted squeeze. | · | tweet ↗ |
| 2026-10-15 | · | @EricJhonsa | · | Argues forced selling and bubble fears create attractive AI-infrastructure risk/reward. | · | tweet ↗ |
| 2026-10-15 | HPE | @EricJhonsa | +0.00 | Notes Celestica also benefits from memory price increases through TPU-server content. | -3.3% | tweet ↗ |
| 2026-10-15 | DELL | @EricJhonsa | +0.00 | Notes Celestica also benefits from memory price increases through TPU-server content. | -3.6% | tweet ↗ |
| 2026-10-15 | CLS | @EricJhonsa | +0.30 | Notes Celestica also benefits from memory price increases through TPU-server content. | -17.5% | tweet ↗ |
| 2026-10-15 | · | @EricJhonsa | · | Argues memory stocks trade at a large discount because of cyclical pricing fears. | · | tweet ↗ |
| 2026-10-15 | · | @EricJhonsa | · | Expects 2028 capex growth but slower than 2027 and says valuations imply a subsequent decline. | · | tweet ↗ |
| 2026-10-15 | TSM | @EricJhonsa | +0.35 | Points approvingly to recent TSMC and ASML commentary. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @EricJhonsa | +0.35 | Points approvingly to recent TSMC and ASML commentary. | -5.2% | tweet ↗ |
| 2026-10-15 | · | @EricJhonsa | · | Argues Kioxia and other memory stocks are substantially cheaper than infrastructure peers. | · | tweet ↗ |
| 2026-10-15 | MKSI | @EricJhonsa | +0.40 | Argues low AI-infrastructure valuations misprice the likelihood of capex remaining strong after 2027. | · | tweet ↗ |
| 2026-10-15 | TTMI | @EricJhonsa | +0.40 | Argues low AI-infrastructure valuations misprice the likelihood of capex remaining strong after 2027. | -21.0% | tweet ↗ |
| 2026-10-15 | CLS | @EricJhonsa | +0.40 | Argues low AI-infrastructure valuations misprice the likelihood of capex remaining strong after 2027. | -17.5% | tweet ↗ |
| 2026-10-15 | NVDA | @EricJhonsa | +0.45 | Argues low AI-infrastructure valuations misprice the likelihood of capex remaining strong after 2027. | -2.9% | tweet ↗ |
| 2026-10-15 | UCTT | @EricJhonsa | +0.45 | Argues low AI-infrastructure valuations misprice the likelihood of capex remaining strong after 2027. | -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.