Author
@insane_analyst insane_analyst
grade Ax.com/insane_analyst ↗
Engineer-trader who reasons from semiconductor physics and datasheets to trades
Deep bottom-up semiconductor/photonics analysis paired with
trader score
+0.06
hit rate
55%
mean α
+0.05%
signals 14d
20
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, +0.05% mean alpha, trader score +0.06. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @insane_analyst | · | Author harshly criticizes Coherent's 200G EML yield, but no ticker is explicit. | · | tweet ↗ |
| 2026-08-27 | · | @insane_analyst | · | Says Qualcomm is being humiliated by MediaTek in datacenter technology but names no tickers. | · | tweet ↗ |
| 2026-08-27 | · | @insane_analyst | · | Claims an unspecified short squeeze has begun, but the affected asset is absent. | · | tweet ↗ |
| 2026-08-26 | NVDA | @insane_analyst | +0.50 | Discloses substantial year-to-date losses on Nvidia calls and another small options purchase. | +3.8% | tweet ↗ |
| 2026-08-25 | · | @insane_analyst | · | Critiques thermal-expansion and DRAM reliability issues and favors SRAM hybrid bonding. | · | tweet ↗ |
| 2026-08-25 | NVDA | @insane_analyst | +0.15 | Relays an Nvidia/Mellanox expert's critique that a network architecture has high latency and switch cost. | +2.1% | tweet ↗ |
| 2026-08-24 | IBM | @insane_analyst | +0.10 | Defends IBM's ISA choice while dismissing RISC-V's commercial maturity. | +2.0% | tweet ↗ |
| 2026-08-23 | SKHY | @insane_analyst | -0.35 | Describes a SemiAnalysis speaker as harshly criticizing an SK Hynix presentation. | · | tweet ↗ |
| 2026-08-23 | MU | @insane_analyst | -0.55 | Says Samsung explained why Micron's DRAM-process HBM4 base-die approach is a bad idea. | -3.5% | tweet ↗ |
| 2026-08-23 | · | @insane_analyst | · | Argues memory bandwidth, rather than FLOPs, is the primary compute bottleneck. | · | tweet ↗ |
| 2026-08-21 | CBRS | @insane_analyst | +0.55 | Previews a forthcoming bullish CBRS thesis based on industry insight. | · | tweet ↗ |
| 2026-08-19 | · | @insane_analyst | · | Discloses overnight trading, account NAV, prior loss and current margin equity. | · | tweet ↗ |
| 2026-08-18 | CBRS | @insane_analyst | +0.00 | Links a Cerebras Supernova recap while noting that few details are available. | · | tweet ↗ |
| 2026-08-17 | NVDA | @insane_analyst | +0.00 | Links research concerning Intel CPO and papers tied to NVDA, LITE and AEVA. | -3.3% | tweet ↗ |
| 2026-08-17 | LITE | @insane_analyst | +0.00 | Links research concerning Intel CPO and papers tied to NVDA, LITE and AEVA. | -7.6% | 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.