trader score
-1.39
hit rate
35%
mean α
-0.78%
signals 14d
36
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, -0.78% mean alpha, trader score -1.39. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSLA | @Omercheema | +0.60 | Uses Musk's commercialization record across Tesla technologies to express confidence in his execution. | +4.9% | tweet ↗ |
| 2026-10-16 | TSLA | @Omercheema | +0.45 | Compares Musk with Edison as an elite commercializer of innovation. | +4.9% | tweet ↗ |
| 2026-10-16 | · | @Omercheema | · | Notes conflicting Korean reports about whether Samsung abandoned its Exynos plans. | · | tweet ↗ |
| 2026-10-15 | · | @Omercheema | · | Long-term AI bullishness is tempered by a bearish 2–3-year semiconductor-demand scenario. | · | tweet ↗ |
| 2026-10-15 | · | @Omercheema | · | Compares the 2026 semiconductor-sales surge with prior boom-bust cycles in the 1980s and 2001. | · | tweet ↗ |
| 2026-10-15 | · | @Omercheema | · | Cites McKinsey data claiming Europe leads China in compute and the US holds 80% of global capacity. | · | tweet ↗ |
| 2026-10-15 | TSM | @Omercheema | +0.40 | Argues TSMC will retain control of its plants to protect margins rather than share with Terafab. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @Omercheema | · | Warns that leveraged Korean retail enthusiasm for memory stocks is a bearish signal. | · | tweet ↗ |
| 2026-10-14 | · | @Omercheema | · | Reports Kioxia losing about two-thirds of its value in four months and falling 11% today. | · | tweet ↗ |
| 2026-10-14 | GFS | @Omercheema | +0.50 | Japan and the U.S. are funding and taking ownership stakes in two new GlobalFoundries fabs. | -9.3% | tweet ↗ |
| 2026-10-13 | MU | @Omercheema | +0.35 | Reports Micron had an 87% gross margin last quarter. | -7.9% | tweet ↗ |
| 2026-10-13 | UMC | @Omercheema | +0.25 | Samsung reportedly cannot secure UMC capacity for display-driver chips and will port the design elsewhere. | -15.6% | tweet ↗ |
| 2026-10-13 | 005930.KS | @Omercheema | -0.25 | Samsung reportedly cannot secure UMC capacity for display-driver chips and will port the design elsewhere. | — | tweet ↗ |
| 2026-10-13 | · | @Omercheema | · | CXMT's 4F² DRAM capability is assessed using patents, vertical-transistor design, and a silicon demo. | · | tweet ↗ |
| 2026-10-12 | MSFT | @Omercheema | +0.50 | Argues Microsoft's vertical integration of silicon will help manage margins. | -3.1% | 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.