@harukaze5719 harukaze5719
Korean-language semiconductor and AI-compute researcher relaying deep chip supply-chain analysis
Summarizes and synthesizes semiconductor research, benchmark
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, -0.21% mean alpha, trader score -0.37. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 12 mentions with price data).
This author is mainly reporting semiconductor supply-chain and roadmap developments rather than disclosing trades. The strongest concentration is around Nvidia ecosystem inputs, Samsung foundry/display competitiveness, and advanced packaging diversification away from pure TSMC dependence. No position disclosures or directional trade calls appeared in the window, so conviction is best read as consistent news-flow focus rather than a trading pivot.
The author’s window is concentrated in semiconductor supply-chain scoops, especially Nvidia inputs, Samsung competitiveness, and advanced packaging. There are no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals, so adds, trims, exits, and explicit conviction shifts are absent. Single-name concentration is highest in the Nvidia theme, but the account is functioning more as a supply-chain/news monitor than a disclosed trading book.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | INTC | @harukaze5719 | +0.20 | Intel reportedly confirmed CPU prices have increased. | — | tweet ↗ |
| 2026-07-02 | · | @harukaze5719 | · | Notes Chinese power component prices are rising. | · | tweet ↗ |
| 2026-07-02 | · | @harukaze5719 | · | Samsung 4nm is nearly sold out and accepting orders selectively. | · | tweet ↗ |
| 2026-07-02 | · | @harukaze5719 | · | Rejects expectations of demand slowdown and price declines due to lack of evidence. | · | tweet ↗ |
| 2026-07-02 | · | @harukaze5719 | · | Agent workloads may drive CPU LTAs as CPU demand rises relative to GPUs. | · | tweet ↗ |
| 2026-07-02 | · | @harukaze5719 | · | Anthropic is reportedly in talks with Samsung to manufacture a custom AI chip. | · | tweet ↗ |
| 2026-07-02 | · | @harukaze5719 | · | Sony content reportedly reached 100M views; no public ticker directly named. | · | tweet ↗ |
| 2026-07-02 | INTC | @harukaze5719 | +0.20 | Report says Intel will restart and increase supply of 10th and 12th-14th Gen CPUs. | — | tweet ↗ |
| 2026-07-02 | INTC | @harukaze5719 | +0.15 | Author says Intel increased prices for newest consumer CPUs, listing old and new prices. | — | tweet ↗ |
| 2026-06-30 | · | @harukaze5719 | · | Tweet quotes HBM4E reliability test yield rising above 70%. | · | tweet ↗ |
| 2026-06-30 | · | @harukaze5719 | · | Discusses Korea government fab investment and memory semiconductor supply/pricing concerns. | · | tweet ↗ |
| 2026-06-28 | · | @harukaze5719 | · | Reports industry concerns over high-purity CO2 procurement for semiconductor cleaning. | · | tweet ↗ |
| 2026-06-28 | · | @harukaze5719 | · | Korean government plans an AI agent services marketplace launching this year. | · | tweet ↗ |
| 2026-06-28 | · | @harukaze5719 | · | Suggests Q4 may reveal direction for memory prices. | · | tweet ↗ |
| 2026-06-27 | · | @harukaze5719 | · | Discusses local versus cloud AI model polarization and agent workload economics. | · | 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.