Author

@halfblindmonkey halfblindmonkey

grade Cx.com/halfblindmonkey ↗

Fast semis/AI sellside-and-desk-note relay with occasional cross-name read-through synthesis

Curates and relays real-time analyst actions, trading-desk n

trader score
-0.92
hit rate
46%
mean α
-0.72%
signals 14d
11

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 13 scored bets: 46% hit rate, -0.72% mean alpha, trader score -0.92. Their last-14d mentions, direction-adjusted, have moved -7.8% since posting (mean over 10 mentions with price data).

Recent signals11receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16AMD@halfblindmonkey-0.60Suggests going long GOOGL and short AMD. — Proposes a tentative long-GOOGL, short-AMD pair trade based on linked context.-2.3%
2026-10-16GOOGL@halfblindmonkey+0.60Suggests going long GOOGL and short AMD. — Proposes a tentative long-GOOGL, short-AMD pair trade based on linked context.-6.0%
2026-10-15·@halfblindmonkey·Summarizes Asia semiconductor takeaways: memory and analog robust, AI constrained.·
2026-10-15AMZN@halfblindmonkey+0.60Relays above-consensus AWS estimates and accelerating Q3 growth expectations.-2.7%
2026-10-15AVGO@halfblindmonkey+0.10KeyBanc supply-chain checks indicate Intel secured foundry commitments from Broadcom and Google.-6.6%
2026-10-15GOOGL@halfblindmonkey+0.10KeyBanc supply-chain checks indicate Intel secured foundry commitments from Broadcom and Google.-8.3%
2026-10-15INTC@halfblindmonkey+0.60KeyBanc supply-chain checks indicate Intel secured foundry commitments from Broadcom and Google.-8.8%
2026-10-15GOOGL@halfblindmonkey+0.50Highlights JPMorgan's raised Google Cloud estimates and suggests the selloff should end.-8.3%
2026-10-06AMD@halfblindmonkey+0.50Citi raised AMD's price target to $800 and its 2030 CPU TAM estimate to $300B.-20.4%
2026-10-05AVGO@halfblindmonkey+0.65UBS TPU checks support AVGO's continued role in future Google TPU generations.-11.3%
2026-10-05GOOGL@halfblindmonkey+0.10UBS TPU checks support AVGO's continued role in future Google TPU generations.-7.6%

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.