Author
@mzuhair123 mzuhair123
grade Bx.com/mzuhair123 ↗
Deep semiconductor and AI-infrastructure analyst obsessed with Intel foundry, packaging and the memory cycle
Publishes original bottom-up semiconductor theses and supply
trader score
-0.69
hit rate
33%
mean α
-0.33%
signals 14d
19
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 18 scored bets: 33% hit rate, -0.33% mean alpha, trader score -0.69. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | NVDA | @mzuhair123 | +0.45 | Praises NVIDIA's role in infrastructure buildout and references SemiAnalysis capacity data. | -2.9% | tweet ↗ |
| 2026-10-12 | META | @mzuhair123 | +0.50 | Views Meta's balance between capital expenditure and operating cash flow as particularly strong. | -13.5% | tweet ↗ |
| 2026-10-12 | AVGO | @mzuhair123 | -0.25 | Questions Broadcom CEO Hock Tan's apparent need for financing or capital. | -9.3% | tweet ↗ |
| 2026-10-10 | AMD | @mzuhair123 | -0.35 | Frames Nvidia's large backstop commitments as a financing moat competitors may struggle to match. | -15.0% | tweet ↗ |
| 2026-10-10 | AVGO | @mzuhair123 | -0.35 | Frames Nvidia's large backstop commitments as a financing moat competitors may struggle to match. | -11.0% | tweet ↗ |
| 2026-10-10 | NVDA | @mzuhair123 | +0.25 | Frames Nvidia's large backstop commitments as a financing moat competitors may struggle to match. | -8.0% | tweet ↗ |
| 2026-10-08 | MSFT | @mzuhair123 | -0.35 | Blames Microsoft for an unspecified adverse development. | +0.4% | tweet ↗ |
| 2026-10-07 | 005930.KS | @mzuhair123 | +0.55 | Says Samsung has progressed substantially since its delayed Nvidia HBM3 certification. | — | tweet ↗ |
| 2026-10-07 | NVDA | @mzuhair123 | +0.05 | Says Samsung has progressed substantially since its delayed Nvidia HBM3 certification. | -11.2% | tweet ↗ |
| 2026-10-07 | TSM | @mzuhair123 | -0.15 | Rejects TSMC-Terafab rumors and asserts Intel is Musk's primary partner. | -11.4% | tweet ↗ |
| 2026-10-07 | INTC | @mzuhair123 | +0.55 | Rejects TSMC-Terafab rumors and asserts Intel is Musk's primary partner. | -23.1% | tweet ↗ |
| 2026-10-05 | · | @mzuhair123 | · | Praises a granular model benchmark produced by the Tokenomics team. | · | tweet ↗ |
| 2026-10-04 | · | @mzuhair123 | · | Frames rising yields as a key lens for understanding the evolution of the credit cycle. | · | tweet ↗ |
| 2026-10-04 | INTC | @mzuhair123 | +0.20 | Expresses positive nostalgia for Intel's engineering during the Pentium era. | -27.1% | tweet ↗ |
| 2026-10-03 | TSM | @mzuhair123 | -0.25 | Attributes an unspecified issue to TSMC moving slowly. | -11.5% | 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.