Author
@harukaze5719 harukaze5719
grade Bx.com/harukaze5719 ↗
Korean-language semiconductor and AI-compute researcher relaying deep chip supply-chain analysis
Summarizes and synthesizes semiconductor research, benchmark
trader score
+1.84
hit rate
55%
mean α
+0.84%
signals 14d
19
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: 55% hit rate, +0.84% mean alpha, trader score +1.84. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @harukaze5719 | · | Argues next-generation hardware needs 600-800GB/s memory bandwidth. | · | tweet ↗ |
| 2026-10-16 | · | @harukaze5719 | · | Describes HX as a mobile platform compatible with most cooling designs. | · | tweet ↗ |
| 2026-10-15 | TSM | @harukaze5719 | +0.10 | Details a six-tile processor design using Intel and TSMC process nodes. | -0.9% | tweet ↗ |
| 2026-10-15 | INTC | @harukaze5719 | +0.10 | Details a six-tile processor design using Intel and TSMC process nodes. | -8.8% | tweet ↗ |
| 2026-10-15 | · | @harukaze5719 | · | Says performance is somewhat disappointing due to the development-to-release lag. | · | tweet ↗ |
| 2026-10-15 | AMD | @harukaze5719 | -0.30 | Argues AI is ending Intel and AMD's traditional dominance in server CPUs. | -8.1% | tweet ↗ |
| 2026-10-15 | INTC | @harukaze5719 | -0.30 | Argues AI is ending Intel and AMD's traditional dominance in server CPUs. | -8.8% | tweet ↗ |
| 2026-10-15 | TSM | @harukaze5719 | +0.20 | TSMC A14 risk production is slated for 2027 and mass production for 2028. | -0.9% | tweet ↗ |
| 2026-10-12 | TSM | @harukaze5719 | +0.20 | Lists Maia 300 hardware specifications including HBM4 bandwidth, die capacity and TSMC N2P. | -5.8% | tweet ↗ |
| 2026-10-11 | AMD | @harukaze5719 | +0.15 | Lists CPU price increases attributed primarily to higher TSMC wafer pricing. | -15.0% | tweet ↗ |
| 2026-10-11 | QCOM | @harukaze5719 | +0.20 | Lists CPU price increases attributed primarily to higher TSMC wafer pricing. | +0.2% | tweet ↗ |
| 2026-10-11 | TSM | @harukaze5719 | +0.30 | Lists CPU price increases attributed primarily to higher TSMC wafer pricing. | -7.7% | tweet ↗ |
| 2026-10-11 | INTC | @harukaze5719 | +0.20 | Lists CPU price increases attributed primarily to higher TSMC wafer pricing. | -16.9% | tweet ↗ |
| 2026-10-10 | NVDA | @harukaze5719 | +0.35 | Argues Nvidia chose a 24GB RTX 5080 to preserve flagship value and margins. | -8.0% | tweet ↗ |
| 2026-10-07 | NVDA | @harukaze5719 | +0.00 | Compares listed DGX Spark prices by memory configuration and asks about RTX Spark pricing. | -11.2% | 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.