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
+0.25
hit rate
55%
mean α
+0.19%
signals 14d
67
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, +0.19% mean alpha, trader score +0.25. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 57 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @hms1193 | · | G.Skill explains DDR5 price differences and older retailer inventory. | · | tweet ↗ |
| 2026-07-02 | INTC | @hms1193 | -0.25 | Intel CPU price hike is framed as threatening its comeback. | — | tweet ↗ |
| 2026-07-01 | · | @hms1193 | · | CO2 shortage said to threaten advanced semiconductor supply. | · | tweet ↗ |
| 2026-06-30 | NVDA | @hms1193 | +0.15 | NVIDIA GPU reportedly reaches 4 GHz overclock milestone. | -2.6% | tweet ↗ |
| 2026-06-30 | INTC | @hms1193 | -0.05 | Musk's Terafab hires 18-year Intel veteran as foundry manager. | -13.8% | tweet ↗ |
| 2026-06-30 | AMD | @hms1193 | +0.25 | AMD rolls out Versal Gen 2 with claimed footprint and compute improvements. | -10.9% | tweet ↗ |
| 2026-06-30 | INTC | @hms1193 | +0.20 | Intel breaks ground on a new manufacturing facility in Santa Clara. | -13.8% | tweet ↗ |
| 2026-06-30 | NVDA | @hms1193 | +0.25 | NVIDIA software tuning reportedly cuts DeepSeek v4 token costs by up to 5x. | -2.6% | tweet ↗ |
| 2026-06-30 | NVDA | @hms1193 | -0.05 | Etched hiring from NVIDIA and TSMC suggests AI inference cluster competition. | -2.6% | tweet ↗ |
| 2026-06-30 | TSM | @hms1193 | +0.00 | Etched hiring from NVIDIA and TSMC suggests AI inference cluster competition. | -9.1% | tweet ↗ |
| 2026-06-30 | NVDA | @hms1193 | +0.00 | NVIDIA reportedly drops RTX 5050 9GB and focuses on RTX 3060 12GB. | -2.6% | tweet ↗ |
| 2026-06-30 | INTC | @hms1193 | -0.10 | Samsung says it is ready to challenge Intel and TSMC with 1.4nm by 2029. | -13.8% | tweet ↗ |
| 2026-06-30 | TSM | @hms1193 | -0.10 | Samsung says it is ready to challenge Intel and TSMC with 1.4nm by 2029. | -9.1% | tweet ↗ |
| 2026-06-29 | AMD | @hms1193 | +0.15 | AMD Zen 6 low-power core appears in Linux kernel patches. | -4.0% | tweet ↗ |
| 2026-06-29 | AMD | @hms1193 | +0.25 | AMD GPUs can run NVIDIA PhysX games with reported 3x boost via ZLUDA. | -4.0% | 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.