Author
@latent_value7 latent_value7
grade Ax.com/latent_value7 ↗
Anon supply-chain sleuth mapping obscure Asian CPO/glass-substrate suppliers to AI compute demand
Original deep-dive research on the advanced-packaging and op
trader score
+1.41
hit rate
60%
mean α
+1.09%
signals 14d
10
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, +1.09% mean alpha, trader score +1.41. Their last-14d mentions, direction-adjusted, have moved -10.2% since posting (mean over 1 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @latent_value7 | · | Post references 100% AI-designed photonic chip hardware. | · | tweet ↗ |
| 2026-07-01 | · | @latent_value7 | · | JNTC increased KRW investment and extended period for HDD glass platter mass production. | · | tweet ↗ |
| 2026-06-30 | 126340.KQ | @latent_value7 | +0.55 | Vina Tech disclosed supply contract over 50% of 2025 sales. | · | tweet ↗ |
| 2026-06-30 | 126340.KQ | @latent_value7 | +0.35 | Mentions big BE contract for Vina Tech, but details require linked context. | · | tweet ↗ |
| 2026-06-24 | · | @latent_value7 | · | Rare earth magnet supply constrained with strong pricing power, but no ticker named. | · | tweet ↗ |
| 2026-06-24 | · | @latent_value7 | · | China export controls and US legislation framed as rare-earth magnet tailwinds. | · | tweet ↗ |
| 2026-06-24 | 127120.KQ | @latent_value7 | +0.55 | JS Link slide deck highlights robotics magnet demand and US supply expansion. | · | tweet ↗ |
| 2026-06-24 | TLB | @latent_value7 | +0.00 | Says TLB holders on 5/29 received rights for discounted July offering expiring 6/25. | · | tweet ↗ |
| 2026-06-19 | INTC | @latent_value7 | +0.25 | Discusses JNTC PR on mass production for global semiconductor client and possible INTC link. | -10.2% | tweet ↗ |
| 2026-06-19 | · | @latent_value7 | · | JNTC PR describes glass substrate testing, MOUs, contracts and 2027 mass production target. | · | 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.