@Leoskie_L Leoskie_L

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Leoskie_L is mainly mapping AI hardware supply chains: capacitors, power semis, advanced packaging, memory, and liquid cooling. The most actionable single-ticker lean is constructive MU into memory shortages and earnings, with WOLF also framed as a scarce power-components leader; AMD is treated skeptically outside the broader TSMC packaging basket. No explicit position disclosures or directional trade calls appeared, so conviction is inferred from repeated frameworks rather than stated adds or exits.

No positions disclosed this window — everything below is commentary, not book talk.

The author stayed concentrated on AI hardware supply-chain maps, especially passive components, power semis, advanced packaging, and memory. MU and WOLF carried the clearest positive single-name tilt, while AMD was the main skeptical target outside its inclusion in a broader TSMC packaging basket. There were no explicit adds, trims, exits, or directional trade calls in the payload, so no defensible flip or stated position change is visible.

Alignment separates skin-in-the-game from commentary: ✓ = the author discloses a position consistent with their talk; “call (no pos)” = directional call without a disclosed position; “commentary” = opinion only.

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.