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
+0.56
hit rate
60%
mean α
+0.97%
signals 14d
15
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 5 scored bets: 60% hit rate, +0.97% mean alpha, trader score +0.56. Their last-14d mentions, direction-adjusted, have moved +9.4% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @LinQingV | · | Classifies crypto as a risk asset and argues gold performs poorly in contraction but best in recovery. | · | tweet ↗ |
| 2026-10-16 | · | @LinQingV | · | States that mainland Chinese A-shares are very weak. | · | tweet ↗ |
| 2026-10-16 | · | @LinQingV | · | Expresses a bearish outlook for gold next year. | · | tweet ↗ |
| 2026-10-16 | · | @LinQingV | · | Sell US equities into rebounds ahead of an expected global risk-asset bear market next year. — Forecasts a global risk-asset bear market next year and explicitly calls rebounds opportunities to exit. | · | tweet ↗ |
| 2026-10-15 | · | @LinQingV | · | Argues cyclical stocks can eventually return to prior levels even if the timing is uncertain. | · | tweet ↗ |
| 2026-10-15 | · | @LinQingV | · | Says a two-times long SK Hynix ETF will never regain its May or June level. | · | tweet ↗ |
| 2026-10-12 | · | @LinQingV | · | Predicts a global risk-asset bear market next year despite a likely drawn-out topping process. | · | tweet ↗ |
| 2026-10-12 | · | @LinQingV | · | Indicates an intention to wait for the rebound to finish before exiting. | · | tweet ↗ |
| 2026-10-12 | · | @LinQingV | · | Admits failing to follow a model-directed retreat planned for late September. | · | tweet ↗ |
| 2026-10-12 | · | @LinQingV | · | Contrasts ten straight declines in Chinese optical names with new highs in US optical stocks. | · | tweet ↗ |
| 2026-10-11 | · | @LinQingV | · | Expects a meaningful rebound after a policy-triggered sharp decline in ChiNext. | · | tweet ↗ |
| 2026-10-08 | · | @LinQingV | · | The author declares a bear market and says rebounds should be used as opportunities to exit. | · | tweet ↗ |
| 2026-10-06 | · | @LinQingV | · | Analyzes AI short-drama economics and argues ByteDance IP/distribution is stickier than model choice. | · | tweet ↗ |
| 2026-10-04 | · | @LinQingV | · | Argues AI video production could become the largest source of token and compute consumption. | · | tweet ↗ |
| 2026-10-03 | AVGO | @LinQingV | -0.25 | Long-form analysis warns that AVGO's customer-financing model adds leverage and conflict risk to its AI growth. | -9.4% | 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.