Author

@hms1193 hms1193

grade Cx.com/hms1193 ↗

High-volume anonymous semiconductor newsflow curator tracking CPUs, GPUs, foundry and memory

Relays a near-real-time firehose of source-linked semiconduc

trader score
-0.98
hit rate
45%
mean α
-0.45%
signals 14d
51

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: 45% hit rate, -0.45% mean alpha, trader score -0.98. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 41 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28NVDA@hms1193+0.20Reports up to 8.1% path-tracing performance improvement from an Nvidia driver—
2026-08-28AMD@hms1193+0.35Reports ROCm 10 delivering 3.3x inference uplift over ROCm 7—
2026-08-28NVDA@hms1193-0.05Reports a modified RTX 5090 with wires soldered to avoid connector melting—
2026-08-26NVDA@hms1193+0.50Amazon commits to three million Nvidia GPUs for AWS.+3.8%
2026-08-26AMZN@hms1193+0.10Amazon commits to three million Nvidia GPUs for AWS.+2.4%
2026-08-26NVDA@hms1193+0.30Nvidia develops custom NVHBM memory with higher bandwidth and lower power than HBM4E.+3.8%
2026-08-26INTC@hms1193+0.35Intel 18A-P production silicon records a 30% frequency gain at 0.5V.+1.4%
2026-08-26AMD@hms1193+0.20AMD confirms its Zen 6 Ryzen desktop and mobile CPU families.-3.2%
2026-08-25·@hms1193·Cerebras reports a 30x AI uplift and previews CS-5 and CS-6 architecture capabilities.·
2026-08-25AMD@hms1193+0.10AMD is bundling a free game with Radeon 9000 GPUs and Ryzen 9000 CPUs.-2.8%
2026-08-25NVDA@hms1193+0.25GeForce Now adds Steam Machine support, Firefox games and expanded Fire TV integration.+2.1%
2026-08-25AMZN@hms1193+0.10GeForce Now adds Steam Machine support, Firefox games and expanded Fire TV integration.+2.1%
2026-08-25NVDA@hms1193+0.35DLSS 4.5 introduces a second-generation transformer model to improve ray- and path-tracing quality.+2.1%
2026-08-25NVDA@hms1193+0.35Nvidia launched DLSS 4.5 Ray Reconstruction with support across named games and RTX Remix.+2.1%
2026-08-25NVDA@hms1193+0.30RTX Spark PCs gain EA and Ubisoft game support on Nvidia's client PC platform.+2.1%

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.