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
+0.00
hit rate
38%
mean α
+0.00%
signals 14d
22
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 16 scored bets: 38% hit rate, +0.00% mean alpha, trader score +0.00. Their last-14d mentions, direction-adjusted, have moved -7.0% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @illyquid | +0.25 | Cites Meta contracting over 5GW of cloud and colocation capacity in six months. | — | tweet ↗ |
| 2026-07-02 | NVDA | @illyquid | +0.25 | Positive note names Nanya P as potential second-source CCL supplier to Nvidia. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @illyquid | +0.10 | Mentions Google attach revenue figures including CXL in CY27/CY28. | — | tweet ↗ |
| 2026-06-30 | RSNHF | @illyquid | +0.15 | Nikkei reports Guangyuan shipping T Glass to Panasonic and Resonac, increasing supply. | · | tweet ↗ |
| 2026-06-30 | PCRFY | @illyquid | +0.15 | Nikkei reports Guangyuan shipping T Glass to Panasonic and Resonac, increasing supply. | · | tweet ↗ |
| 2026-06-30 | · | @illyquid | · | Critical Holdings won an EPC contract tied to Lam for a Kulim ASRS warehouse. | · | tweet ↗ |
| 2026-06-28 | · | @illyquid | · | Kyocera plans 650B yen component investment for semicap and AI data center demand. | · | tweet ↗ |
| 2026-06-28 | · | @illyquid | · | References Google paper arguing against CXL memory pooling for investors to reassess. | · | tweet ↗ |
| 2026-06-24 | · | @illyquid | · | Kioxia management discussed stock split, long-term contracts, ADS timing, and shareholder changes. | · | tweet ↗ |
| 2026-06-24 | VACN.SW | @illyquid | +0.45 | Uses VAT Group order strength and WFE vacuum exposure to infer demand for a smaller peer. | · | tweet ↗ |
| 2026-06-24 | MU | @illyquid | +0.35 | Says Micron earnings had a notable impact, with linked context. | -7.0% | tweet ↗ |
| 2026-06-24 | · | @illyquid | · | Reports HSBC and UBS upgrades with TWD 235 and 230 targets, but ticker context missing. | · | tweet ↗ |
| 2026-06-23 | · | @illyquid | · | Says supply crunch is only getting worse, but no ticker specified. | · | tweet ↗ |
| 2026-06-23 | · | @illyquid | · | Kingboard Laminates AI PCB materials narrative with stake, rally, and margin forecast data. | · | tweet ↗ |
| 2026-06-22 | · | @illyquid | · | Jefferies sees upstream PCB materials outperforming downstream names due to supply tightness. | · | 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.