Author
@LinQingV LinQingV
grade Bx.com/LinQingV ↗
Mechanism-level semiconductor supply-chain analyst bridging US and Chinese chip ecosystems
Writes long-form, reasoning-heavy theses that trace AI/compu
trader score
-0.45
hit rate
42%
mean α
-0.74%
signals 14d
11
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 12 scored bets: 42% hit rate, -0.74% mean alpha, trader score -0.45.
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-25 | · | @LinQingV | · | Argues ASIC and GPU architectures are converging while GPUs adopt workload customization. | · | tweet ↗ |
| 2026-08-24 | · | @LinQingV | · | Asks whether Xiaomi's chip and AI-PC launches will trigger an on-device model narrative. | · | tweet ↗ |
| 2026-08-23 | · | @LinQingV | · | Argues model and hardware advances are making practical local AI inference economically viable. | · | tweet ↗ |
| 2026-08-22 | · | @LinQingV | · | Values prospective Yangtze Memory listing at ¥2.0T–¥2.5T using ChangXin as a peer and a NAND discount. | · | tweet ↗ |
| 2026-08-19 | · | @LinQingV | · | Argues macro analysis is usually noise and more useful for influencer content than trading profits. | · | tweet ↗ |
| 2026-08-19 | · | @LinQingV | · | States Qwen3.8 27B is a dense model that ordinary gaming PCs generally cannot run. | · | tweet ↗ |
| 2026-08-18 | · | @LinQingV | · | Says Unitree's nearly 400-billion valuation must fall at least 85%. | · | tweet ↗ |
| 2026-08-18 | · | @LinQingV | · | Dismisses an unspecified company's model as inferior to GPT-5.6 sol. | · | tweet ↗ |
| 2026-08-16 | · | @LinQingV | · | Sarcastically declares a ten-year bull market after binge-watching bullish short videos. | · | tweet ↗ |
| 2026-08-15 | · | @LinQingV | · | Sarcastically mocks the idea of a decade-long Chinese A-share bull market. | · | tweet ↗ |
| 2026-08-15 | · | @LinQingV | · | Says the infrastructure and real-estate sector remains far from a bottom. | · | 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.