Author
@LucyBuilding LucyBuilding
grade Bx.com/LucyBuilding ↗
Thesis-driven AI-semiconductor supply-chain investor who maps memory, foundry and optics bottlenecks
Builds and shares a structured AI semiconductor supply-chain
trader score
-2.15
hit rate
40%
mean α
-1.92%
signals 14d
18
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, -1.92% mean alpha, trader score -2.15. Their last-14d mentions, direction-adjusted, have moved -9.1% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @LucyBuilding | · | Advises reassessing thesis, position size, exits and dip-buying conditions during a selloff. | · | tweet ↗ |
| 2026-10-15 | · | @LucyBuilding | · | Long personal recap of gains, drawdowns, liquidation and trading psychology. | · | tweet ↗ |
| 2026-10-14 | CRWV | @LucyBuilding | -0.75 | Says financing dependence, rising bond yields and credit concerns threaten growth and shareholder returns. | -17.6% | tweet ↗ |
| 2026-10-14 | LRCX | @LucyBuilding | +0.25 | ASML reports strong Q3 growth, above-guidance margins and an improved forward revenue outlook. | -19.8% | tweet ↗ |
| 2026-10-14 | AMAT | @LucyBuilding | +0.25 | ASML reports strong Q3 growth, above-guidance margins and an improved forward revenue outlook. | -15.5% | tweet ↗ |
| 2026-10-14 | TSM | @LucyBuilding | +0.20 | ASML reports strong Q3 growth, above-guidance margins and an improved forward revenue outlook. | -2.7% | tweet ↗ |
| 2026-10-14 | KLAC | @LucyBuilding | +0.25 | ASML reports strong Q3 growth, above-guidance margins and an improved forward revenue outlook. | -18.6% | tweet ↗ |
| 2026-10-14 | ASML | @LucyBuilding | +0.70 | ASML reports strong Q3 growth, above-guidance margins and an improved forward revenue outlook. | -4.7% | tweet ↗ |
| 2026-10-14 | MU | @LucyBuilding | +0.20 | ASML reports strong Q3 growth, above-guidance margins and an improved forward revenue outlook. | -4.0% | tweet ↗ |
| 2026-10-13 | · | @LucyBuilding | · | Critiques unfalsifiable market narratives that explain both rallies and declines after the fact. | · | tweet ↗ |
| 2026-10-12 | AVGO | @LucyBuilding | -0.25 | AI remains a long-term positive, but capital availability threatens semiconductor demand. | -9.3% | tweet ↗ |
| 2026-10-10 | · | @LucyBuilding | · | Discloses small-scale options trading and a slightly profitable overall result while learning. | · | tweet ↗ |
| 2026-10-07 | TER | @LucyBuilding | +0.30 | Summarizes a multi-layer framework using junk bonds, Bollinger bands, AI bottlenecks and options. | -25.0% | tweet ↗ |
| 2026-10-07 | LITE | @LucyBuilding | +0.35 | Summarizes a multi-layer framework using junk bonds, Bollinger bands, AI bottlenecks and options. | -31.9% | tweet ↗ |
| 2026-10-07 | AVGO | @LucyBuilding | +0.55 | Summarizes a multi-layer framework using junk bonds, Bollinger bands, AI bottlenecks and options. | -14.6% | 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.