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
-2.08
hit rate
40%
mean α
-1.96%
signals 14d
22
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, -1.96% mean alpha, trader score -2.08. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @LucyBuilding | +0.55 | Notes MU and SNDK faded strong openings despite strong NVDA earnings and a direct memory tailwind. | -4.6% | tweet ↗ |
| 2026-08-27 | SNDK | @LucyBuilding | -0.40 | Notes MU and SNDK faded strong openings despite strong NVDA earnings and a direct memory tailwind. | +0.0% | tweet ↗ |
| 2026-08-27 | MU | @LucyBuilding | -0.45 | Notes MU and SNDK faded strong openings despite strong NVDA earnings and a direct memory tailwind. | -0.3% | tweet ↗ |
| 2026-08-26 | NVDA | @LucyBuilding | +0.70 | Reports broad Q2 beat and above-consensus Q3 revenue guidance. | +3.8% | tweet ↗ |
| 2026-08-25 | RSP | @LucyBuilding | +0.00 | Outlines a layered framework using breadth, volatility, credit and deleveraging to assess equity selloffs. | -0.5% | tweet ↗ |
| 2026-08-25 | SOX | @LucyBuilding | +0.00 | Outlines a layered framework using breadth, volatility, credit and deleveraging to assess equity selloffs. | · | tweet ↗ |
| 2026-08-25 | SPY | @LucyBuilding | +0.00 | Outlines a layered framework using breadth, volatility, credit and deleveraging to assess equity selloffs. | +0.4% | tweet ↗ |
| 2026-08-25 | QQQ | @LucyBuilding | +0.00 | Outlines a layered framework using breadth, volatility, credit and deleveraging to assess equity selloffs. | +0.8% | tweet ↗ |
| 2026-08-25 | VIX | @LucyBuilding | +0.00 | Outlines a layered framework using breadth, volatility, credit and deleveraging to assess equity selloffs. | · | tweet ↗ |
| 2026-08-25 | JNK | @LucyBuilding | +0.20 | Outlines a layered framework using breadth, volatility, credit and deleveraging to assess equity selloffs. | · | tweet ↗ |
| 2026-08-25 | BTC | @LucyBuilding | -0.25 | Expects BTC to deleverage like a high-beta asset under tightening before any digital-gold transition. | · | tweet ↗ |
| 2026-08-25 | SPCX | @LucyBuilding | +0.65 | Agrees that SPCX is undervalued. | · | tweet ↗ |
| 2026-08-23 | · | @LucyBuilding | · | Says SK Hynix is more focused than Samsung, but no unambiguous ticker is provided. | · | tweet ↗ |
| 2026-08-23 | · | @LucyBuilding | · | Says the market favors SK Hynix's direct repurchase-and-cancellation approach. | · | tweet ↗ |
| 2026-08-23 | · | @LucyBuilding | · | Reports Samsung fell over 8% as shareholder returns disappointed versus SK Hynix's buyback. | · | 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.