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
+1.23
hit rate
70%
mean α
+0.99%
signals 14d
24
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: 70% hit rate, +0.99% mean alpha, trader score +1.23. Their last-14d mentions, direction-adjusted, have moved +4.5% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | CBRS | @insane_analyst | -0.55 | Speculates CBRS could fall below $100 by year-end amid short pressure. | — | tweet ↗ |
| 2026-10-16 | · | @insane_analyst | · | Discloses fully reducing leverage earlier in the week and notes others are deleveraging. | · | tweet ↗ |
| 2026-10-16 | CRWV | @insane_analyst | -0.75 | Argues CoreWeave remains substantially overvalued on price-to-book. | -11.7% | tweet ↗ |
| 2026-10-15 | QCOM | @insane_analyst | -0.45 | Expresses a desire to minimize spending that benefits Qualcomm. | -1.4% | tweet ↗ |
| 2026-10-15 | COHR | @insane_analyst | -0.80 | Harshly disparages Coherent's laser products relative to unseen media. | -16.5% | tweet ↗ |
| 2026-10-15 | SMTC | @insane_analyst | +0.30 | Views Semtech's selloff as confusing and praises the team's technical competence. | -8.5% | tweet ↗ |
| 2026-10-14 | · | @insane_analyst | · | Discloses put exposure and $338K cash but does not identify the underlying. | · | tweet ↗ |
| 2026-10-14 | MRVL | @insane_analyst | -0.75 | Argues Marvell's displayed 400G SerDes measurements fail specification and may be misleading. | -6.8% | tweet ↗ |
| 2026-10-14 | · | @insane_analyst | · | Argues integrated lasers for NPO are unreliable because lasers dominate CPO failures. | · | tweet ↗ |
| 2026-10-13 | NVDA | @insane_analyst | -0.75 | Strongly condemns Nvidia's proposed IEEE concept. | -7.7% | tweet ↗ |
| 2026-10-12 | · | @insane_analyst | · | Strongly favors micro-VCSEL technology over micro-LED technology. | · | tweet ↗ |
| 2026-10-12 | · | @insane_analyst | · | Claims the first 1.6T ALC design uses micro-VCSEL rather than micro-LED, validating a technology pivot. | · | tweet ↗ |
| 2026-10-12 | CBRS | @insane_analyst | -0.75 | Discloses a $280K, 15.1% one-day book loss as Cerebras stock falls before lockup expiry. | — | tweet ↗ |
| 2026-10-12 | · | @insane_analyst | · | Reports losing $100K on one unnamed stock in a single day. | · | tweet ↗ |
| 2026-10-11 | · | @insane_analyst | · | Dismisses RISC-V as worthless and commercially unviable. | · | 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.