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
-1.67
hit rate
30%
mean α
-0.78%
signals 14d
103
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: 30% hit rate, -0.78% mean alpha, trader score -1.67. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Leoskie_L | · | States AI capital spending is a current growth engine rather than a distant narrative. | · | tweet ↗ |
| 2026-08-28 | · | @Leoskie_L | · | Links rapid AI token demand and capital spending to bandwidth, HBM, DRAM-wafer and packaging bottlenecks. | · | tweet ↗ |
| 2026-08-28 | · | @Leoskie_L | · | Questions whether a claimed $30 trillion AI market can coexist with broad labor and software displacement. | · | tweet ↗ |
| 2026-08-28 | LITE | @Leoskie_L | +0.50 | Reports management's 2028 EPS guidance of $40 driven by OCS demand. | — | tweet ↗ |
| 2026-08-28 | MRVL | @Leoskie_L | +0.20 | Management expects custom revenue to more than double next year while retaining FY29 guidance. | — | tweet ↗ |
| 2026-08-26 | NVDA | @Leoskie_L | +0.65 | Argues Nvidia's surging memory-related commitments reflect strong multi-year AI demand. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Leoskie_L | +0.45 | Contrasts custom XPU economics with Nvidia's portable full-stack platform and supply constraints. | +3.8% | tweet ↗ |
| 2026-08-26 | AVGO | @Leoskie_L | +0.15 | Contrasts custom XPU economics with Nvidia's portable full-stack platform and supply constraints. | +3.7% | tweet ↗ |
| 2026-08-26 | NVDA | @Leoskie_L | +0.75 | Argues Nvidia demand remains exceptionally strong and supply, especially memory, is the binding constraint. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Leoskie_L | +0.25 | Accuses a commentator of selectively framing memory de-specification as bearish while omitting volume offsets. | +3.8% | tweet ↗ |
| 2026-08-26 | MU | @Leoskie_L | +0.35 | Accuses a commentator of selectively framing memory de-specification as bearish while omitting volume offsets. | -0.6% | tweet ↗ |
| 2026-08-26 | SNDK | @Leoskie_L | +0.35 | Analyzes HBM de-specification, capacity offsets and divergent implications for DRAM, NAND and equipment. | -1.0% | tweet ↗ |
| 2026-08-26 | MU | @Leoskie_L | +0.10 | Analyzes HBM de-specification, capacity offsets and divergent implications for DRAM, NAND and equipment. | -0.6% | tweet ↗ |
| 2026-08-25 | · | @Leoskie_L | · | Argues AI investment could raise global rates, trigger sovereign crises and create a barbell equity market. | · | tweet ↗ |
| 2026-08-25 | NVDA | @Leoskie_L | +0.55 | Argues a Perplexity investment would strengthen demand and utility for Nvidia's local-AI hardware. | +2.1% | 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.