Author
@Minnvestor Minnvestor
grade Ax.com/Minnvestor ↗
Bottom-up AI supply-chain hunter digging up obscure Southeast Asian semiconductor microcaps
Publishes deep, original fundamental theses on AI/semiconduc
trader score
-0.17
hit rate
44%
mean α
-0.15%
signals 14d
66
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 16 scored bets: 44% hit rate, -0.15% mean alpha, trader score -0.17. Their last-14d mentions, direction-adjusted, have moved -11.2% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | TSM | @Minnvestor | +0.50 | Reports TSM Q4 revenue and margin guidance, including overseas-fab margin pressure. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @Minnvestor | +0.60 | Reports TSM sales above guidance, record profit and strong AI/HPC mix, alongside modest margin dilution. | -2.7% | tweet ↗ |
| 2026-10-13 | 2408.TW | @Minnvestor | +0.70 | Reports Nanya's record quarter, 612% sales growth, 85.7% margin and fifty-fold EPS increase. | · | tweet ↗ |
| 2026-10-11 | · | @Minnvestor | · | Argues the AI buildout cycle is unlikely to end soon amid delays and regulatory hurdles. | · | tweet ↗ |
| 2026-10-11 | BE | @Minnvestor | -0.25 | Three outstanding approvals are framed as barriers between a tenant agreement and a 2028 launch. | -31.1% | tweet ↗ |
| 2026-10-11 | ORCL | @Minnvestor | -0.25 | Three outstanding approvals are framed as barriers between a tenant agreement and a 2028 launch. | -10.8% | tweet ↗ |
| 2026-10-11 | 6669.TW | @Minnvestor | +0.00 | Lists historical percentage gains for Taiwanese AI-hardware supply-chain stocks. | · | tweet ↗ |
| 2026-10-11 | 6274.TWO | @Minnvestor | +0.00 | Lists historical percentage gains for Taiwanese AI-hardware supply-chain stocks. | · | tweet ↗ |
| 2026-10-11 | 2383.TW | @Minnvestor | +0.00 | Lists historical percentage gains for Taiwanese AI-hardware supply-chain stocks. | · | tweet ↗ |
| 2026-10-11 | 6213.TW | @Minnvestor | +0.00 | Lists historical percentage gains for Taiwanese AI-hardware supply-chain stocks. | · | tweet ↗ |
| 2026-10-11 | 2059.TW | @Minnvestor | +0.00 | Lists historical percentage gains for Taiwanese AI-hardware supply-chain stocks. | · | tweet ↗ |
| 2026-10-11 | 3006.TW | @Minnvestor | +0.00 | Lists historical percentage gains for Taiwanese AI-hardware supply-chain stocks. | · | tweet ↗ |
| 2026-10-11 | VRT | @Minnvestor | +0.18 | Ranks AI-adjacent industrial companies by explicit organic year-over-year sales growth. | -20.0% | tweet ↗ |
| 2026-10-11 | ETN | @Minnvestor | +0.14 | Ranks AI-adjacent industrial companies by explicit organic year-over-year sales growth. | -14.8% | tweet ↗ |
| 2026-10-11 | EME | @Minnvestor | +0.20 | Ranks AI-adjacent industrial companies by explicit organic year-over-year sales growth. | -18.0% | 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.