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
-1.80
hit rate
35%
mean α
-1.45%
signals 14d
10
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, -1.45% mean alpha, trader score -1.80. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 6 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | NVDA | @mzuhair123 | +0.10 | Promotes SemiAnalysis' AgentX inference benchmark and notes it was cited by Nvidia's AI infrastructure account. | +4.4% | tweet ↗ |
| 2026-08-23 | · | @mzuhair123 | · | Argues Ant's custom chip could lead HBF if software remains the bottleneck. | · | tweet ↗ |
| 2026-08-21 | TSM | @mzuhair123 | -0.25 | Warns TSMC's conservative expansion may hurt it while Intel must increase execution. | -0.3% | tweet ↗ |
| 2026-08-21 | INTC | @mzuhair123 | +0.25 | Warns TSMC's conservative expansion may hurt it while Intel must increase execution. | -0.7% | tweet ↗ |
| 2026-08-20 | · | @mzuhair123 | · | Warns political opposition may push AI data-center construction from the US to other regions. | · | tweet ↗ |
| 2026-08-17 | NVDA | @mzuhair123 | +0.45 | Interprets favorable filing terms as evidence of NVIDIA's confidence in infrastructure demand. | -3.3% | tweet ↗ |
| 2026-08-16 | · | @mzuhair123 | · | Expects the coming week to be significant for AI infrastructure and data centers. | · | tweet ↗ |
| 2026-08-16 | INTC | @mzuhair123 | +0.35 | Proposes Intel packaging services and a possible Intel-SK Hynix JV as routes into the memory market. | -12.7% | tweet ↗ |
| 2026-08-15 | AVGO | @mzuhair123 | -0.08 | Clarifies that leaked AVGO information was a client note and acknowledges interpretation and causality concerns. | -6.2% | tweet ↗ |
| 2026-08-15 | · | @mzuhair123 | · | Expresses strong optimism on India's data-center buildout as hyperscalers increase investment. | · | 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.