Author
@JShpigler JShpigler
grade Bx.com/JShpigler ↗
Named semiconductor analyst reasoning through the memory and semicap up-cycle
Posts original and synthesized fundamental analysis of the s
trader score
+0.32
hit rate
40%
mean α
+0.45%
signals 14d
4
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 10 scored bets: 40% hit rate, +0.45% mean alpha, trader score +0.32. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 3 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | CCXI | @JShpigler | +0.50 | Hebrew tweet says the company announced a merger with a SPAC last week. | · | tweet ↗ |
| 2026-06-28 | CIBR | @JShpigler | +0.15 | Suggests the described exposure is pretty much CIBR. | +6.2% | tweet ↗ |
| 2026-06-28 | SNOW | @JShpigler | -0.35 | Questions whether Snowflake's lower-level comparison is meaningful or will be adopted. | +4.5% | tweet ↗ |
| 2026-06-28 | AMZN | @JShpigler | -0.15 | Questions zero adoption despite supposed Amazon hosting benefit. | +4.3% | 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.