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
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hit rate
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mean α
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signals 14d
3
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-08 | JNTC | @latent_value7 | +0.45 | Argues JNTC has made quiet process progress and highlights packaging thermals as the key issue. | · | tweet ↗ |
| 2026-10-08 | JNTC | @latent_value7 | +0.50 | Cites an 8,300 kg consumables shipment as evidence that HDD substrate production may be near. | · | tweet ↗ |
| 2026-10-07 | · | @latent_value7 | · | Reports a roughly $32.6M ASE/SPIL order for Tazmo. | · | 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.