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
+1.27
hit rate
50%
mean α
+0.70%
signals 14d
32
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: 50% hit rate, +0.70% mean alpha, trader score +1.27. Their last-14d mentions, direction-adjusted, have moved -7.3% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @hms1193 | +0.20 | Review describes NVIDIA's first full PC platform as delivering strong AI and gaming capabilities. | -1.5% | tweet ↗ |
| 2026-10-16 | NVDA | @hms1193 | -0.10 | Reports an RTX 5090 power-connector modification addressing melting risk. | -1.5% | tweet ↗ |
| 2026-10-16 | INTC | @hms1193 | +0.10 | Reports Intel packaging two Crescent Island GPUs on one liquid-cooled OAM card. | -3.2% | tweet ↗ |
| 2026-10-15 | NVDA | @hms1193 | +0.15 | NVIDIA announced a 120B Nemotron 3.5 model plus two edge models for AI agents. | -2.9% | tweet ↗ |
| 2026-10-13 | AMD | @hms1193 | +0.00 | Reports an earlier 72-core design plan for AMD EPYC Verano | -14.7% | tweet ↗ |
| 2026-10-13 | AMD | @hms1193 | +0.15 | Details EPYC Verano architecture and planned first-half 2027 production | -14.7% | tweet ↗ |
| 2026-10-13 | NVDA | @hms1193 | +0.55 | Praises NVIDIA's broad day-one RTX Spark software ecosystem | -7.7% | tweet ↗ |
| 2026-10-13 | NVDA | @hms1193 | +0.25 | Reports extensive game and anti-cheat support for RTX Spark before launch | -7.7% | tweet ↗ |
| 2026-10-13 | NVDA | @hms1193 | +0.25 | Reports performance gains from NVIDIA's new frame-generation mode | -7.7% | tweet ↗ |
| 2026-10-13 | NVDA | @hms1193 | +0.30 | Reports DLSS 5 speed and memory improvements plus November game support | -7.7% | tweet ↗ |
| 2026-10-13 | AMD | @hms1193 | +0.20 | AMD shows next-generation EPYC Verano processor for AI workloads | -14.7% | tweet ↗ |
| 2026-10-12 | AMD | @hms1193 | +0.10 | New device launches using an AMD Ryzen AI processor | -13.0% | tweet ↗ |
| 2026-10-12 | INTC | @hms1193 | +0.10 | First look at motherboard supporting Intel Nova Lake-S platform | -14.2% | tweet ↗ |
| 2026-10-12 | INTC | @hms1193 | -0.15 | Intel CEO warns AI hardware shortages may persist for two to three years. | -14.2% | tweet ↗ |
| 2026-10-12 | INTC | @hms1193 | +0.20 | Describes Intel Crescent Island accelerator specifications and positioning. | -14.2% | 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.