@flyingwhale919 flyingwhale919
Bottom-up semiconductor specialist mapping AI demand into under-followed supplier baskets
Tracks semiconductor earnings and themes, building supply-ch
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 55% hit rate, +1.47% mean alpha, trader score +1.84. Their last-14d mentions, direction-adjusted, have moved -9.7% since posting (mean over 48 mentions with price data).
The author is constructive on Vishay’s transformation and AEHR’s silicon photonics order, while cautious on INOD due to AI software pressure and executive selling. The distinctive read is a possible Cisco linkage behind AEHR’s follow-on order, contrasted with concern that INOD weakness reflects broader pressure rather than a clean dip-buy setup.
This week’s signal set is sparse and mostly interpretive, with no explicit call-directional trades or position disclosures. Concentration sits in cautious AI/software commentary around INOD and related software tickers, offset by a positive AEHR silicon photonics read and a separate constructive Vishay transformation narrative.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | TXN | @flyingwhale919 | +0.10 | MCHP notified another price hike from Aug. 14; traditional semis held up better than AI hardware. | — | tweet ↗ |
| 2026-07-02 | ON | @flyingwhale919 | +0.10 | MCHP notified another price hike from Aug. 14; traditional semis held up better than AI hardware. | — | tweet ↗ |
| 2026-07-02 | NXPI | @flyingwhale919 | +0.10 | MCHP notified another price hike from Aug. 14; traditional semis held up better than AI hardware. | — | tweet ↗ |
| 2026-07-02 | MCHP | @flyingwhale919 | +0.35 | MCHP notified another price hike from Aug. 14; traditional semis held up better than AI hardware. | — | tweet ↗ |
| 2026-07-02 | STM | @flyingwhale919 | +0.10 | MCHP notified another price hike from Aug. 14; traditional semis held up better than AI hardware. | — | tweet ↗ |
| 2026-07-02 | ADI | @flyingwhale919 | +0.10 | MCHP notified another price hike from Aug. 14; traditional semis held up better than AI hardware. | — | tweet ↗ |
| 2026-07-02 | META | @flyingwhale919 | -0.10 | Author says AI stocks keep falling as focus remains on AI capex logic, with some blaming Zuckerberg. | — | tweet ↗ |
| 2026-07-02 | AEHR | @flyingwhale919 | +0.10 | Author forwards and values an observational article on the SiC industry and related companies. | — | tweet ↗ |
| 2026-07-02 | ON | @flyingwhale919 | +0.10 | Author forwards and values an observational article on the SiC industry and related companies. | — | tweet ↗ |
| 2026-07-02 | STM | @flyingwhale919 | +0.10 | Author forwards and values an observational article on the SiC industry and related companies. | — | tweet ↗ |
| 2026-07-02 | WOLF | @flyingwhale919 | +0.10 | Author forwards and values an observational article on the SiC industry and related companies. | — | tweet ↗ |
| 2026-07-01 | CRWV | @flyingwhale919 | +0.05 | Author says Meta selling excess compute may not meaningfully challenge clouds or hurt AI infrastructure names. | -4.6% | tweet ↗ |
| 2026-07-01 | NBIS | @flyingwhale919 | +0.05 | Author says Meta selling excess compute may not meaningfully challenge clouds or hurt AI infrastructure names. | -5.9% | tweet ↗ |
| 2026-07-01 | AMZN | @flyingwhale919 | +0.00 | Author says Meta selling excess compute may not meaningfully challenge clouds or hurt AI infrastructure names. | +0.4% | tweet ↗ |
| 2026-07-01 | META | @flyingwhale919 | +0.20 | Author says Meta selling excess compute may not meaningfully challenge clouds or hurt AI infrastructure names. | -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.