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
-0.79
hit rate
35%
mean α
-0.29%
signals 14d
89

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: 35% hit rate, -0.29% mean alpha, trader score -0.79. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 81 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28ALNY@harry03994688+0.50ESC 2026 heart-failure guidelines reportedly add Alnylam's vutrisiran as a class-I recommendation.—
2026-08-27PLTR@harry03994688+0.55Presents PLTR as a scalable, low-marginal-cost solution to difficult problems.+0.2%
2026-08-27REGN@harry03994688+0.50Advocates rotating from priced-in hardware toward software and AI-enabled biotechnology.-1.7%
2026-08-27HIMS@harry03994688+0.50Advocates rotating from priced-in hardware toward software and AI-enabled biotechnology.-8.9%
2026-08-27ALNY@harry03994688+0.50Advocates rotating from priced-in hardware toward software and AI-enabled biotechnology.+0.2%
2026-08-27PLTR@harry03994688+0.60Advocates rotating from priced-in hardware toward software and AI-enabled biotechnology.+0.2%
2026-08-27ABCL@harry03994688+0.50Advocates rotating from priced-in hardware toward software and AI-enabled biotechnology.-8.5%
2026-08-27INTC@harry03994688+0.10Says Intel must also use chiplet design on 18A.-2.8%
2026-08-27MRNA@harry03994688-0.35Author says ALNY's technology leads competitors by roughly 10x and appears substantially undervalued.-3.3%
2026-08-27ALNY@harry03994688+0.75Author says ALNY's technology leads competitors by roughly 10x and appears substantially undervalued.+0.2%
2026-08-27MRNA@harry03994688-0.70Author sees weak competitive advantages, costly execution and eventual mean reversion for Moderna.-3.3%
2026-08-26RKLB@harry03994688+0.85It is a good time to buy RKLB. — Explicitly recommends buying RKLB and supports the call with a detailed manufacturing thesis.-2.7%
2026-08-26SPCX@harry03994688+0.40It is a good time to buy RKLB. — Explicitly recommends buying RKLB and supports the call with a detailed manufacturing thesis.·
2026-08-26ALNY@harry03994688+0.75Calls ALNY the top mid-cap biotech with strong expansion and clinical success potential.-0.8%
2026-08-26AMD@harry03994688+0.70Argues AMD's broad compute portfolio makes a Google custom-ASIC win likely.-3.2%

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.