@harry03994688 harry03994688
Deep AI-hardware supply-chain analyst mapping component beneficiaries with high-conviction long calls
Publishes original, mechanistic theses on the AI compute sup
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, -0.23% mean alpha, trader score -0.26. Their last-14d mentions, direction-adjusted, have moved +4.0% since posting (mean over 112 mentions with price data).
The author is mainly long AMD and PLTR, with AMD framed as the full-stack compute beneficiary and PLTR as the enterprise ontology layer for human-agent work. Their distinctive read is that AI shifts value from older consumer/ad/content platforms toward hardware supply, chiplet packaging, memory, and operational AI software. Late week activity centered on explicit PLTR adds while AMD stayed a consistent recurring thesis.
Conviction is concentrated in AMD and PLTR, with repeated AMD platform posts throughout the window and explicit PLTR add calls on June 18 and June 19. PLTR appears to be intensifying late week through direct buying language, while AMD is consistent rather than newly flipped. Bearish pressure is aimed at Intel, Meta, Apple and AI-disrupted content or information-edge businesses, with pump-risk flags around AMD and PLTR concentration.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | DRAM | @harry03994688 | +0.55 | Bullish thematic thesis on digital biology, GLP-1 distribution, and data/memory demand. | · | tweet ↗ |
| 2026-07-03 | HIMS | @harry03994688 | +0.70 | Bullish thematic thesis on digital biology, GLP-1 distribution, and data/memory demand. | — | tweet ↗ |
| 2026-07-03 | ABCL | @harry03994688 | +0.65 | Bullish thematic thesis on digital biology, GLP-1 distribution, and data/memory demand. | — | tweet ↗ |
| 2026-07-03 | ABSI | @harry03994688 | +0.65 | Bullish thematic thesis on digital biology, GLP-1 distribution, and data/memory demand. | — | tweet ↗ |
| 2026-07-03 | PLTR | @harry03994688 | +0.85 | Strong bull thesis that Palantir is underpriced and can become a $5T company in 10 years. | — | tweet ↗ |
| 2026-07-03 | MSFT | @harry03994688 | +0.10 | Strong bull thesis that Palantir is underpriced and can become a $5T company in 10 years. | — | tweet ↗ |
| 2026-07-02 | MU | @harry03994688 | +0.00 | States MU does not ship DDR4 anymore. | — | tweet ↗ |
| 2026-07-02 | PLTR | @harry03994688 | +0.20 | Mentions Alex Karp has a differentiated view of LLMs in latest CNBC interview. | — | tweet ↗ |
| 2026-07-02 | · | @harry03994688 | · | Author says it is DCA mode but does not name a ticker. | · | tweet ↗ |
| 2026-07-02 | NVDA | @harry03994688 | +0.35 | AI capex continues despite high rates/CPI; says AI top requires consensus and Burry capitulation. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @harry03994688 | +0.15 | AI capex continues despite high rates/CPI; says AI top requires consensus and Burry capitulation. | — | tweet ↗ |
| 2026-07-02 | DRAM | @harry03994688 | +0.60 | Explicitly says adding more MU and DRAM. | · | tweet ↗ |
| 2026-07-02 | MU | @harry03994688 | +0.75 | Explicitly says adding more MU and DRAM. | — | tweet ↗ |
| 2026-07-02 | SNPS | @harry03994688 | +0.55 | Says 3D/2.5D designs and customer-owned tooling are good for SNPS. | — | tweet ↗ |
| 2026-07-02 | NVDA | @harry03994688 | +0.20 | Defends Palantir CEO philosophy, complex sales/FDE model and sovereign AI positioning. | — | 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.