Author
@harry03994688 harry03994688
grade Ax.com/harry03994688 ↗
Deep AI-hardware supply-chain analyst mapping component beneficiaries with high-conviction long calls
Publishes original, mechanistic theses on the AI compute sup
trader score
-0.16
hit rate
60%
mean α
-0.12%
signals 14d
234
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: 60% hit rate, -0.12% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 204 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @harry03994688 | · | Calls extreme fear temporary and argues investors should buy dips and trim during optimism. | · | tweet ↗ |
| 2026-10-16 | OKLO | @harry03994688 | +0.80 | DCA into OKLO now despite the ongoing ATM offering. — Explicitly calls the current period a good time to dollar-cost average into OKLO and supplies a detailed thesis. | -5.8% | tweet ↗ |
| 2026-10-16 | SPCX | @harry03994688 | +0.70 | Urges holders not to sell a basket of high-conviction, high-growth stocks. | · | tweet ↗ |
| 2026-10-16 | AMD | @harry03994688 | +0.70 | Urges holders not to sell a basket of high-conviction, high-growth stocks. | -2.3% | tweet ↗ |
| 2026-10-16 | PLTR | @harry03994688 | +0.70 | Urges holders not to sell a basket of high-conviction, high-growth stocks. | +5.8% | tweet ↗ |
| 2026-10-16 | RKLB | @harry03994688 | +0.70 | Urges holders not to sell a basket of high-conviction, high-growth stocks. | +3.5% | tweet ↗ |
| 2026-10-16 | TSLA | @harry03994688 | +0.70 | Urges holders not to sell a basket of high-conviction, high-growth stocks. | +4.9% | tweet ↗ |
| 2026-10-16 | NVDA | @harry03994688 | +0.70 | Urges holders not to sell a basket of high-conviction, high-growth stocks. | -1.5% | tweet ↗ |
| 2026-10-16 | PLTR | @harry03994688 | +0.25 | Reports Palantir AIP added four newly released AI models across commercial and government environments. | +5.8% | tweet ↗ |
| 2026-10-16 | · | @harry03994688 | · | Argues software and biotech fundamentals are improving and could benefit from short squeezes. | · | tweet ↗ |
| 2026-10-16 | HIMS | @harry03994688 | +0.55 | Uses a strongly favorable Netflix analogy to characterize HIMS within biotech. | -1.3% | tweet ↗ |
| 2026-10-16 | · | @harry03994688 | · | Criticizes weak conviction and leverage among semiconductor and neocloud investors. | · | tweet ↗ |
| 2026-10-16 | · | @harry03994688 | · | States a preference for clinical success rates and scientific rationale in biotech selection. | · | tweet ↗ |
| 2026-10-16 | ALNY | @harry03994688 | +0.45 | Expresses approval of Alnylam's culture and its continuity under the 2030 plan. | -3.4% | tweet ↗ |
| 2026-10-16 | · | @harry03994688 | · | Positively assesses CXMT memory quality and the diversity of DDR5 suppliers for servers. | · | 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.