Author
@lithos_graphein lithos_graphein
grade Bx.com/lithos_graphein ↗
Anonymous deep-dive semiconductor supply-chain analyst obsessed with lithography and packaging mechanics
Posts granular, mechanism-driven analysis of the semiconduct
trader score
-0.71
hit rate
40%
mean α
-0.26%
signals 14d
35
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: 40% hit rate, -0.26% mean alpha, trader score -0.71. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | INTC | @lithos_graphein | -0.15 | Jokes that Intel must rename its 18A process to qualify for CHIPS Act support. | -2.8% | tweet ↗ |
| 2026-08-27 | ASML | @lithos_graphein | +0.75 | Argues CXMT will rely on ASML rather than risk its ramp with domestic lithography tools. | -2.2% | tweet ↗ |
| 2026-08-26 | LRCX | @lithos_graphein | +0.25 | Reports Lam's new 120,000-square-foot Oregon facility will expand cleanroom lab space by over 50%. | -3.5% | tweet ↗ |
| 2026-08-26 | SNPS | @lithos_graphein | +0.20 | Reports a very narrow Synopsys beat while sarcastically treating it as a major disappointment. | +8.0% | tweet ↗ |
| 2026-08-26 | ASML | @lithos_graphein | -0.10 | Summarizes RIKEN EUV-source research and questions its applicability versus ASML production systems. | -2.8% | tweet ↗ |
| 2026-08-26 | CAJ | @lithos_graphein | +0.45 | Reports Canon's LED-source lithography upgrade and explains its expected productivity and precision gains. | · | tweet ↗ |
| 2026-08-25 | · | @lithos_graphein | · | Describes a Xanadu–Mitsubishi Chemical quantum workflow and paper for developing EUV photoresists. | · | tweet ↗ |
| 2026-08-24 | · | @lithos_graphein | · | Author argues SMIC's advanced-node yield is being underestimated due to lithography techniques. | · | tweet ↗ |
| 2026-08-24 | AA | @lithos_graphein | +0.35 | Alcoa's new gallium plant targets 100 tonnes annually, about 10% of global supply. | +1.9% | tweet ↗ |
| 2026-08-24 | PHG | @lithos_graphein | +0.00 | Reports PHG's market capitalization as $27 billion without a directional stance. | · | tweet ↗ |
| 2026-08-24 | · | @lithos_graphein | · | Author positively observes that memory has eclipsed other semiconductor segments within a year. | · | tweet ↗ |
| 2026-08-23 | · | @lithos_graphein | · | States established fabs require at least two years from construction start to production. | · | tweet ↗ |
| 2026-08-23 | ATS.TO | @lithos_graphein | +0.45 | Identifies ATS's SuperTrak conveyance system as a key vendor in ASML's hybrid-bonding tool patent. | · | tweet ↗ |
| 2026-08-23 | ASML | @lithos_graphein | +0.20 | Identifies ATS's SuperTrak conveyance system as a key vendor in ASML's hybrid-bonding tool patent. | -3.8% | tweet ↗ |
| 2026-08-22 | INTC | @lithos_graphein | +0.10 | Flags Intel's IAP program for High-NA EUV and promises further background, with details largely contained in media. | -0.7% | 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.