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
-0.94
hit rate
50%
mean α
-0.92%
signals 14d
16
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: 50% hit rate, -0.92% mean alpha, trader score -0.94. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @illyquid | · | Reports Taiwanese retail interest returning to MLCCs for a second consecutive day. | · | tweet ↗ |
| 2026-08-27 | NVDA | @illyquid | +0.50 | Funda reportedly raised its Nvidia FY28 revenue forecast to 68%. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @illyquid | · | Reports an unnamed stock gained 10% after being flagged and remains 40% below its high. | · | tweet ↗ |
| 2026-08-26 | SMH | @illyquid | +0.50 | Own SMH instead of making a concentrated semiconductor bet. — Recommends owning the semiconductor ETF as value shifts and customers build custom chips. | -0.5% | tweet ↗ |
| 2026-08-25 | · | @illyquid | · | Quotes engagement across 10 to 15 NPO programs with module manufacturers, but omits the company. | · | tweet ↗ |
| 2026-08-25 | SMTC | @illyquid | +0.75 | Semtech projects 45% sequential data-center growth and continued momentum through fiscal 2028. | +2.9% | tweet ↗ |
| 2026-08-25 | · | @illyquid | · | Sell my STI retirement fund. — Explicitly calls the referenced content a signal to sell an STI retirement holding. | · | tweet ↗ |
| 2026-08-22 | EQIX | @illyquid | +0.30 | Singapore provisionally awarded new low-carbon data-center capacity to named operators. | -2.0% | tweet ↗ |
| 2026-08-22 | DLR | @illyquid | +0.30 | Singapore provisionally awarded new low-carbon data-center capacity to named operators. | -2.7% | tweet ↗ |
| 2026-08-21 | MRVL | @illyquid | +0.35 | Disapprovingly highlights traders shorting Marvell before earnings and analyst day. | -8.6% | tweet ↗ |
| 2026-08-21 | · | @illyquid | · | Johor attracted 5 billion ringgit in proposed technology and semiconductor investments. | · | tweet ↗ |
| 2026-08-20 | META | @illyquid | -0.50 | Calls Maravai and Meta exceptionally painful investments. | +5.9% | tweet ↗ |
| 2026-08-20 | NAPA | @illyquid | -0.60 | Calls Maravai and Meta exceptionally painful investments. | · | tweet ↗ |
| 2026-08-19 | MRVL | @illyquid | +0.80 | MRVL's path to a $1 trillion market cap runs through Google. — Reiterates a bullish $1T market-cap objective tied to Google's partnership. | -8.7% | tweet ↗ |
| 2026-08-17 | · | @illyquid | · | Rejects the claim that power is the binding constraint on AI development. | · | 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.