Author

@KristinaParts KristinaParts

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

Reports and contextualizes breaking semiconductor and AI-inf

trader score
+0.23
hit rate
45%
mean α
+0.20%
signals 14d
8

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: 45% hit rate, +0.20% mean alpha, trader score +0.23. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 7 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30MU@KristinaParts+0.15Micron CEO said customers drove prices down in 2023; Apple is lobbying on CXMT.-15.5%
2026-06-30AAPL@KristinaParts-0.15Micron CEO said customers drove prices down in 2023; Apple is lobbying on CXMT.+6.7%
2026-06-30MU@KristinaParts+0.30Apple wants Chinese memory chips to ease price pressure; author discusses implications for Micron.-15.5%
2026-06-30AAPL@KristinaParts-0.20Apple wants Chinese memory chips to ease price pressure; author discusses implications for Micron.+6.7%
2026-06-25SYNA@KristinaParts+0.50onsemi buying Synaptics in an all-stock deal worth about $7B at a 19% premium.-4.9%
2026-06-25ON@KristinaParts-0.10onsemi buying Synaptics in an all-stock deal worth about $7B at a 19% premium.-23.2%
2026-06-24QCOM@KristinaParts-0.10Qualcomm will acquire AI software startup Modular.-10.7%
2026-06-23CBRS@KristinaParts-0.25Cerebras debut pop reversed by more than 25% ahead of earnings test.·

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.