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
+1.34
hit rate
60%
mean α
+0.43%
signals 14d
88
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: 60% hit rate, +0.43% mean alpha, trader score +1.34. Their last-14d mentions, direction-adjusted, have moved -2.3% since posting (mean over 51 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | QCOM | @jukan05 | -0.30 | Reports unresolved Snapdragon thermal issues for Samsung's S27 Ultra. | +2.2% | tweet ↗ |
| 2026-10-16 | · | @jukan05 | · | Reports Samsung is considering M&A to strengthen silicon-photonics foundry capabilities. | · | tweet ↗ |
| 2026-10-16 | · | @jukan05 | · | Reports Samsung's Taylor fab construction and production timelines. | · | tweet ↗ |
| 2026-10-15 | QCOM | @jukan05 | -0.45 | Reports Snapdragon performance degradation and overheating that could cost a Samsung design win. | -1.4% | tweet ↗ |
| 2026-10-15 | · | @jukan05 | · | Reports Samsung cut Q4 smartphone production because of an E-glass shortage. | · | tweet ↗ |
| 2026-10-15 | · | @jukan05 | · | Argues local AI demand will support memory and prevent a traditional cyclical collapse. | · | tweet ↗ |
| 2026-10-14 | · | @jukan05 | · | Reports SK Hynix talks with the U.S. over a NAND fab and equipment permissions. | · | tweet ↗ |
| 2026-10-14 | 000660.KS | @jukan05 | -0.45 | Reports Samsung and SK Hynix falling 5% to 6% in premarket trading. | — | tweet ↗ |
| 2026-10-14 | 005930.KS | @jukan05 | -0.45 | Reports Samsung and SK Hynix falling 5% to 6% in premarket trading. | — | tweet ↗ |
| 2026-10-14 | · | @jukan05 | · | Discloses selling nearly all public-stock holdings to invest in a private company. | · | tweet ↗ |
| 2026-10-13 | 000660.KS | @jukan05 | -0.40 | The author concludes SK Hynix has HBM4 issues despite the quoted report saying no direct link is confirmed. | — | tweet ↗ |
| 2026-10-13 | 000660.KS | @jukan05 | -0.40 | Korean media report SK Hynix delayed HBM4 packaging-equipment orders until next year. | — | tweet ↗ |
| 2026-10-13 | 2408.TW | @jukan05 | +0.25 | Nanya expects a structural DRAM shortage through 2027 and early 2028 with little near-term shipment growth. | · | tweet ↗ |
| 2026-10-13 | 034730.KS | @jukan05 | +0.50 | Korean media identify a Michael Dell-affiliated party as the buyer of a stake in SK Inc. | · | tweet ↗ |
| 2026-10-13 | 000660.KS | @jukan05 | +0.40 | The author rejects fears that CXMT has caught Western memory leaders and calls the related selloff irrational. | — | 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.