Author
@jukan05 jukan05
grade Bx.com/jukan05 ↗
Pseudonymous deep semiconductor supply-chain analyst mapping AI memory and compute bottlenecks
Produces original, primary-sourced analysis of the global se
trader score
+0.80
hit rate
55%
mean α
+0.47%
signals 14d
87
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, +0.47% mean alpha, trader score +0.80. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @jukan05 | · | Reports CXMT first-half revenue growth, a profit swing and earnings 36% above the high end of guidance. | · | tweet ↗ |
| 2026-08-28 | UMC | @jukan05 | +0.30 | Reports Samsung is ramping Fold 8 output while fully utilized UMC 22nm capacity constrains display-driver supply. | — | tweet ↗ |
| 2026-08-28 | SSNLF | @jukan05 | +0.28 | Reports Samsung is ramping Fold 8 output while fully utilized UMC 22nm capacity constrains display-driver supply. | · | tweet ↗ |
| 2026-08-27 | SSNLF | @jukan05 | +0.62 | Reports Samsung is positioned for Nvidia's custom NVHBM supply through a faster, easier-to-produce 8-high design. | · | tweet ↗ |
| 2026-08-27 | · | @jukan05 | · | Reports Panasonic raised copper-clad laminate prices due to higher copper-foil and glass-fiber costs. | · | tweet ↗ |
| 2026-08-27 | · | @jukan05 | · | Reports AI-server growth is tightening traditional packaging and wire-bonding equipment capacity. | · | tweet ↗ |
| 2026-08-27 | · | @jukan05 | · | Contrasts another person's bearish semiconductor stance with the author's implied disagreement. | · | tweet ↗ |
| 2026-08-27 | SNDK | @jukan05 | +0.15 | Details SK Hynix's NAND process and cost disadvantage versus Samsung, Micron, YMTC, Kioxia, and SanDisk. | +0.0% | tweet ↗ |
| 2026-08-27 | SSNLF | @jukan05 | +0.45 | Details SK Hynix's NAND process and cost disadvantage versus Samsung, Micron, YMTC, Kioxia, and SanDisk. | · | tweet ↗ |
| 2026-08-27 | SKHY | @jukan05 | -0.60 | Details SK Hynix's NAND process and cost disadvantage versus Samsung, Micron, YMTC, Kioxia, and SanDisk. | · | tweet ↗ |
| 2026-08-27 | MU | @jukan05 | +0.35 | Details SK Hynix's NAND process and cost disadvantage versus Samsung, Micron, YMTC, Kioxia, and SanDisk. | -0.3% | tweet ↗ |
| 2026-08-27 | · | @jukan05 | · | Links a value-chain comparison for GB200, GB300, and VR200 platforms. | · | tweet ↗ |
| 2026-08-27 | MRVL | @jukan05 | +0.70 | Marvell reports scaled CXL deployment, added design wins, and accelerating scale-up optics demand. | -10.3% | tweet ↗ |
| 2026-08-27 | SKHY | @jukan05 | +0.55 | SK Hynix's CEO says the memory shortage will persist through 2030. | · | tweet ↗ |
| 2026-08-27 | NVDA | @jukan05 | +0.40 | Reports an analyst price-target increase on Nvidia to $400. | -4.6% | 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.