Author
@Leoskie_L Leoskie_L
grade Ax.com/Leoskie_L ↗
Deep Taiwan/Asia AI-semiconductor supply-chain analyst who reasons from hardware physics to obscure suppliers
Writes long-form, ticker-specific fundamental theses on the
trader score
-1.21
hit rate
55%
mean α
-0.57%
signals 14d
211
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, -0.57% mean alpha, trader score -1.21. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 145 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSM | @Leoskie_L | +0.20 | Reports Taiwan plans multiple US supplier parks, beginning in Texas at a stated $2B-$4B cost. | +1.4% | tweet ↗ |
| 2026-10-16 | NVDA | @Leoskie_L | +0.10 | Reports Taiwan plans multiple US supplier parks, beginning in Texas at a stated $2B-$4B cost. | -1.5% | tweet ↗ |
| 2026-10-16 | LITE | @Leoskie_L | +0.15 | Analyzes OCI optical-channel demand and explains why channel counts do not equal laser-unit demand. | -8.2% | tweet ↗ |
| 2026-10-16 | AAOI | @Leoskie_L | +0.10 | Analyzes OCI optical-channel demand and explains why channel counts do not equal laser-unit demand. | -10.7% | tweet ↗ |
| 2026-10-16 | AVGO | @Leoskie_L | +0.20 | Analyzes OCI optical-channel demand and explains why channel counts do not equal laser-unit demand. | -2.2% | tweet ↗ |
| 2026-10-16 | COHR | @Leoskie_L | +0.10 | Analyzes OCI optical-channel demand and explains why channel counts do not equal laser-unit demand. | -10.1% | tweet ↗ |
| 2026-10-16 | 3110.T | @Leoskie_L | +0.45 | Reports T-glass supply remains tight until new Nittobo capacity can contribute from April 2027. | · | tweet ↗ |
| 2026-10-16 | NVDA | @Leoskie_L | +0.10 | Reports T-glass supply remains tight until new Nittobo capacity can contribute from April 2027. | -1.5% | tweet ↗ |
| 2026-10-15 | NVDA | @Leoskie_L | +0.15 | Argues substrate shortages are real but sell-side margin estimates are overstated, with T-glass the key bottleneck. | -2.9% | tweet ↗ |
| 2026-10-15 | BESI | @Leoskie_L | -0.45 | Analyzes ASML bonding patents and argues logic chips may adopt D2W before HBM, threatening BESI. | · | tweet ↗ |
| 2026-10-15 | AMAT | @Leoskie_L | +0.05 | Analyzes ASML bonding patents and argues logic chips may adopt D2W before HBM, threatening BESI. | -12.3% | tweet ↗ |
| 2026-10-15 | ASML | @Leoskie_L | +0.45 | Analyzes ASML bonding patents and argues logic chips may adopt D2W before HBM, threatening BESI. | -5.2% | tweet ↗ |
| 2026-10-15 | TSM | @Leoskie_L | +0.20 | Says TSM validates end demand directly while equipment vendors lack equivalent visibility. | -0.9% | tweet ↗ |
| 2026-10-15 | MU | @Leoskie_L | +0.25 | Reports Micron opening a Taichung HBM packaging-test facility with 2027 capacity already booked. | -5.8% | tweet ↗ |
| 2026-10-15 | CRDO | @Leoskie_L | +0.40 | Reports Credo's 1.6T active optical cable with stated power, weight, reach, and 2027 shipment targets. | -17.5% | 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.