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
-0.04
hit rate
40%
mean α
-0.03%
signals 14d
25
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: 40% hit rate, -0.03% mean alpha, trader score -0.04. Their last-14d mentions, direction-adjusted, have moved -16.1% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-11 | VICR | @flyingwhale919 | +0.25 | Vicor initiated a third Section 337 investigation after raising revenue guidance on licensing growth. | -33.8% | tweet ↗ |
| 2026-10-09 | AEHR | @flyingwhale919 | +0.55 | Author attributes AEHR's hyperscaler follow-on order to Google with 99.99% confidence | -34.7% | tweet ↗ |
| 2026-10-09 | GOOG | @flyingwhale919 | +0.30 | Author attributes AEHR's hyperscaler follow-on order to Google with 99.99% confidence | -8.8% | tweet ↗ |
| 2026-10-09 | AMD | @flyingwhale919 | -0.10 | Author attributes AEHR's hyperscaler follow-on order to Google with 99.99% confidence | -15.0% | tweet ↗ |
| 2026-10-09 | NVDA | @flyingwhale919 | +0.10 | Author attributes AEHR's hyperscaler follow-on order to Google with 99.99% confidence | -8.0% | tweet ↗ |
| 2026-10-09 | TER | @flyingwhale919 | +0.20 | AEHR faces an earnings delay rumor and new competition despite a likely Google order | -23.3% | tweet ↗ |
| 2026-10-09 | AEHR | @flyingwhale919 | -0.15 | AEHR faces an earnings delay rumor and new competition despite a likely Google order | -34.7% | tweet ↗ |
| 2026-10-09 | GOOG | @flyingwhale919 | +0.15 | AEHR faces an earnings delay rumor and new competition despite a likely Google order | -8.8% | tweet ↗ |
| 2026-10-06 | AEHR | @flyingwhale919 | +0.00 | Explains why AEHR's earnings are likely in early November rather than October 6-7 after a fiscal-calendar change. | -40.0% | tweet ↗ |
| 2026-10-06 | TER | @flyingwhale919 | +0.50 | Says semiconductor-test stocks have strong charts, with several at highs and AEHR and VIAV still below highs. | -28.2% | tweet ↗ |
| 2026-10-06 | AEHR | @flyingwhale919 | +0.35 | Says semiconductor-test stocks have strong charts, with several at highs and AEHR and VIAV still below highs. | -40.0% | tweet ↗ |
| 2026-10-06 | FORM | @flyingwhale919 | +0.50 | Says semiconductor-test stocks have strong charts, with several at highs and AEHR and VIAV still below highs. | -30.3% | tweet ↗ |
| 2026-10-06 | KEYS | @flyingwhale919 | +0.50 | Says semiconductor-test stocks have strong charts, with several at highs and AEHR and VIAV still below highs. | -18.9% | tweet ↗ |
| 2026-10-06 | COHU | @flyingwhale919 | +0.50 | Says semiconductor-test stocks have strong charts, with several at highs and AEHR and VIAV still below highs. | -34.4% | tweet ↗ |
| 2026-10-06 | VIAV | @flyingwhale919 | +0.35 | Says semiconductor-test stocks have strong charts, with several at highs and AEHR and VIAV still below highs. | -36.7% | 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.