Author
@illyquid illyquid
grade Bx.com/illyquid ↗
Anon semiconductor supply-chain sleuth surfacing obscure Asian component and equipment names
Maps AI/memory/optics demand down through the semiconductor
trader score
+1.14
hit rate
55%
mean α
+0.64%
signals 14d
46
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, +0.64% mean alpha, trader score +1.14. Their last-14d mentions, direction-adjusted, have moved -9.4% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @illyquid | · | Frames Japanese opportunity around substantive governance and decision-making improvements. | · | tweet ↗ |
| 2026-10-15 | · | @illyquid | · | Describes improving Asian liquidity and strategy opportunities across Japan, China and India. | · | tweet ↗ |
| 2026-10-15 | · | @illyquid | · | Notes broader Asian market access but lagging hedging and shorting infrastructure. | · | tweet ↗ |
| 2026-10-13 | MU | @illyquid | +0.50 | Bullishly frames improving memory models alongside stable valuation multiples. | -7.9% | tweet ↗ |
| 2026-10-13 | SKHY | @illyquid | +0.50 | Bullishly frames improving memory models alongside stable valuation multiples. | -12.8% | tweet ↗ |
| 2026-10-13 | GOOGL | @illyquid | +0.30 | Bullishly frames improving memory models alongside stable valuation multiples. | -9.5% | tweet ↗ |
| 2026-10-13 | GOOGL | @illyquid | +0.30 | Argues Google's broad reach creates an opportunity to improve public sentiment toward AI. | -9.5% | tweet ↗ |
| 2026-10-13 | META | @illyquid | +0.05 | Argues Google's broad reach creates an opportunity to improve public sentiment toward AI. | -15.7% | tweet ↗ |
| 2026-10-13 | MU | @illyquid | +0.55 | Interprets cited remarks as indicating memory and substrate shortages, not weakening demand. | -7.9% | tweet ↗ |
| 2026-10-13 | SNDK | @illyquid | +0.55 | Interprets cited remarks as indicating memory and substrate shortages, not weakening demand. | -16.5% | tweet ↗ |
| 2026-10-13 | SKHY | @illyquid | +0.55 | Interprets cited remarks as indicating memory and substrate shortages, not weakening demand. | -12.8% | tweet ↗ |
| 2026-10-12 | · | @illyquid | · | Reuters reports cyberattacks affecting major European food retailers, alongside separate Singapore outages. | · | tweet ↗ |
| 2026-10-12 | SNDK | @illyquid | -0.08 | Compares one-month gains in APAC names against LITE's 20% rise and SNDK's 4% decline. | -16.8% | tweet ↗ |
| 2026-10-12 | LITE | @illyquid | +0.20 | Compares one-month gains in APAC names against LITE's 20% rise and SNDK's 4% decline. | -24.0% | tweet ↗ |
| 2026-10-10 | DDOG | @illyquid | +0.55 | Says successful enterprise adoption could expand Datadog's TAM, accelerate revenue and improve market perception. | -8.1% | 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.