Author
@jwt0625 jwt0625
grade Bx.com/jwt0625 ↗
Silicon-photonics and optical-interconnect engineer dissecting the AI compute buildout from device physics
Reads and summarizes primary photonics/semiconductor/quantum
trader score
-0.50
hit rate
50%
mean α
-0.30%
signals 14d
56
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: 50% hit rate, -0.30% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @jwt0625 | · | Enumerates ELSFP optical-engine packaging constraints including loss, fiber cost, and cleanliness. | · | tweet ↗ |
| 2026-10-15 | · | @jwt0625 | · | Contrasts US hyperscaler supplier support with Chinese hyperscalers' aggressive cost discipline. | · | tweet ↗ |
| 2026-10-15 | AAPL | @jwt0625 | +0.30 | Credits the former PA Semi team with materially supporting Apple's execution. | +1.7% | tweet ↗ |
| 2026-10-14 | · | @jwt0625 | · | References a 2026 paper on on-chip optical isolators. | · | tweet ↗ |
| 2026-10-14 | · | @jwt0625 | · | Shares an optical-isolator comparison chart and mocks a 58 dB simulation-only claim. | · | tweet ↗ |
| 2026-10-14 | · | @jwt0625 | · | Links a 2026 paper on crack-free stoichiometric silicon nitride growth on sapphire. | · | tweet ↗ |
| 2026-10-14 | · | @jwt0625 | · | Explains that temperature-dependent CTE matching may be required to prevent material cracking. | · | tweet ↗ |
| 2026-10-14 | AMD | @jwt0625 | +0.20 | Frames Nvidia and AMD CPO investment as a response to Google's V9/V10 roadmap, while questioning Google's assumptions. | -9.5% | tweet ↗ |
| 2026-10-14 | GOOGL | @jwt0625 | +0.25 | Frames Nvidia and AMD CPO investment as a response to Google's V9/V10 roadmap, while questioning Google's assumptions. | -7.9% | tweet ↗ |
| 2026-10-14 | NVDA | @jwt0625 | +0.20 | Frames Nvidia and AMD CPO investment as a response to Google's V9/V10 roadmap, while questioning Google's assumptions. | -4.7% | tweet ↗ |
| 2026-10-14 | · | @jwt0625 | · | Explicitly says the discussed development is bullish for private company Eliyan. | · | tweet ↗ |
| 2026-10-13 | · | @jwt0625 | · | Highlights two October 2026 papers on solid-state thorium-229 nuclear clocks and laser feedback. | · | tweet ↗ |
| 2026-10-13 | · | @jwt0625 | · | Explains why low-environment-sensitivity nuclear transitions enable compact solid-state clocks. | · | tweet ↗ |
| 2026-10-13 | · | @jwt0625 | · | Links a paper proposing inclusion of CPO channels in 400G-per-lane optical specifications. | · | tweet ↗ |
| 2026-10-13 | · | @jwt0625 | · | Argues 400G-per-lane CPO will require better laser noise or wavelength performance. | · | 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.