Author
@flyingwhale919 flyingwhale919
grade Bx.com/flyingwhale919 ↗
Bottom-up semiconductor specialist mapping AI demand into under-followed supplier baskets
Tracks semiconductor earnings and themes, building supply-ch
trader score
-1.69
hit rate
30%
mean α
-1.78%
signals 14d
13
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: 30% hit rate, -1.78% mean alpha, trader score -1.69. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 12 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | OKTA | @flyingwhale919 | +0.65 | Highlights strong cybersecurity earnings reactions and potential new highs if gains hold. | +23.7% | tweet ↗ |
| 2026-08-26 | CRWD | @flyingwhale919 | +0.55 | Highlights strong cybersecurity earnings reactions and potential new highs if gains hold. | +15.4% | tweet ↗ |
| 2026-08-26 | CRM | @flyingwhale919 | +0.65 | Reports Salesforce's strong Q2 results, above-consensus Q3 revenue guidance and Anthropic partnership. | +24.5% | tweet ↗ |
| 2026-08-26 | NVDA | @flyingwhale919 | +0.70 | Nvidia executives forecast about 70% FY2028 growth and cite supply constraints, lifting AI hardware shares. | +3.8% | tweet ↗ |
| 2026-08-26 | SNDK | @flyingwhale919 | +0.45 | Nvidia executives forecast about 70% FY2028 growth and cite supply constraints, lifting AI hardware shares. | -1.0% | tweet ↗ |
| 2026-08-26 | SKHY | @flyingwhale919 | +0.45 | Nvidia executives forecast about 70% FY2028 growth and cite supply constraints, lifting AI hardware shares. | · | tweet ↗ |
| 2026-08-26 | MU | @flyingwhale919 | +0.45 | Nvidia executives forecast about 70% FY2028 growth and cite supply constraints, lifting AI hardware shares. | -0.6% | tweet ↗ |
| 2026-08-18 | KEYS | @flyingwhale919 | +0.50 | Argues CPO testing bottlenecks create opportunities for Keysight and semiconductor-test vendors. | -6.2% | tweet ↗ |
| 2026-08-18 | AEHR | @flyingwhale919 | +0.45 | Argues CPO testing bottlenecks create opportunities for Keysight and semiconductor-test vendors. | -34.4% | tweet ↗ |
| 2026-08-18 | TER | @flyingwhale919 | +0.45 | Argues CPO testing bottlenecks create opportunities for Keysight and semiconductor-test vendors. | -12.2% | tweet ↗ |
| 2026-08-18 | FORM | @flyingwhale919 | +0.45 | Argues CPO testing bottlenecks create opportunities for Keysight and semiconductor-test vendors. | -18.2% | tweet ↗ |
| 2026-08-18 | VIAV | @flyingwhale919 | +0.45 | Argues CPO testing bottlenecks create opportunities for Keysight and semiconductor-test vendors. | -11.7% | tweet ↗ |
| 2026-08-18 | KEYS | @flyingwhale919 | +0.60 | Keysight FY26 Q3 results and next-quarter guidance reportedly far exceeded consensus. | -6.2% | 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.