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
-2.00
hit rate
35%
mean α
-0.82%
signals 14d
34
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: 35% hit rate, -0.82% mean alpha, trader score -2.00. Their last-14d mentions, direction-adjusted, have moved -6.6% since posting (mean over 22 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @lithos_graphein | +0.60 | Siemens endorsed Nvidia cuLitho and claims more than 10x acceleration of OPC workloads. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @lithos_graphein | · | Highlights Advantest's disclosed test portfolio, including photomask inspection. | · | tweet ↗ |
| 2026-10-16 | ASML | @lithos_graphein | +0.35 | Shares research on ASML hybrid bonding patents, vendor relationships, and alignment advantages. | -4.2% | tweet ↗ |
| 2026-10-15 | WOLF | @lithos_graphein | +0.55 | Briefly characterizes Wolfspeed as making a comeback. | -11.5% | tweet ↗ |
| 2026-10-15 | ASML | @lithos_graphein | +0.25 | Assesses a Chinese EUV-source prototype as impressive in runtime but years from useful production scale. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @lithos_graphein | +0.35 | Reports rising EUV laser shipments, orders, and 9.2% year-over-year sales growth to ASML. | -5.2% | tweet ↗ |
| 2026-10-14 | SIEGY | @lithos_graphein | +0.20 | Reports a prematurely published IBM item indicating Siemens participation in a 7A nanostack PDK. | · | tweet ↗ |
| 2026-10-14 | IBM | @lithos_graphein | +0.00 | Reports a prematurely published IBM item indicating Siemens participation in a 7A nanostack PDK. | +11.3% | tweet ↗ |
| 2026-10-14 | TSM | @lithos_graphein | +0.50 | Says ASML credited TSMC with enabling cost-effective high-NA EUV while Intel's early advocacy went unrewarded. | -2.7% | tweet ↗ |
| 2026-10-14 | ASML | @lithos_graphein | +0.20 | Says ASML credited TSMC with enabling cost-effective high-NA EUV while Intel's early advocacy went unrewarded. | -4.7% | tweet ↗ |
| 2026-10-14 | INTC | @lithos_graphein | -0.20 | Says ASML credited TSMC with enabling cost-effective high-NA EUV while Intel's early advocacy went unrewarded. | -11.4% | tweet ↗ |
| 2026-10-14 | ASML | @lithos_graphein | -0.45 | Explores how proposed service restrictions could impair 350-plus ASML tools and reshape China's chip ecosystem. | -4.7% | tweet ↗ |
| 2026-10-14 | ASML | @lithos_graphein | +0.55 | Highlights sharply rising immersion and China shipments plus demand for higher-productivity systems. | -4.7% | tweet ↗ |
| 2026-10-13 | IBM | @lithos_graphein | +0.35 | IBM plans a Q1 2027 7A nanostack PDK with stated transistor, efficiency and SRAM gains. | +9.9% | tweet ↗ |
| 2026-10-12 | · | @lithos_graphein | · | Reports Polar licensing imec's GaN-on-silicon process for its Twin Cities fabrication plant. | · | 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.