Author

@KristinaParts KristinaParts

grade Bx.com/KristinaParts ↗

CNBC chip-beat reporter breaking semis and AI-infrastructure catalysts with executive access

Reports and contextualizes breaking semiconductor and AI-inf

trader score
-2.11
hit rate
55%
mean α
-1.73%
signals 14d
7

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, -1.73% mean alpha, trader score -2.11. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 5 mentions with price data).

Recent signals7receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28MRVL@KristinaParts-0.45Despite a strong quarter and raised forecast, says the Google deal offered less upside than expected.—
2026-08-28NVDA@KristinaParts-0.55Treats Nvidia's failure to hold gains after strong guidance as a technical warning sign.—
2026-08-27NVDA@KristinaParts+0.25Nvidia denies reports of a financing pause and says its compute-access model remains in place.-4.6%
2026-08-26NVDA@KristinaParts+0.55Nvidia's CEO says investment outlays should fall, freeing cash flow, and buybacks will increase.+3.8%
2026-08-26NVDA@KristinaParts+0.55Nvidia's CEO says Amazon is buying two million GPUs, millions of CPUs and robotics technology.+3.8%
2026-08-26AMZN@KristinaParts+0.15Nvidia's CEO says Amazon is buying two million GPUs, millions of CPUs and robotics technology.+2.4%
2026-08-26NVDA@KristinaParts-0.35Notes Nvidia's 13% yearly gain badly trails the chip index's 70% rise, an unusually wide sector gap.+3.8%

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.