trader score
-0.44
hit rate
40%
mean α
-0.19%
signals 14d
40
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, -0.19% mean alpha, trader score -0.44. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 27 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | NVDA | @Omercheema | +0.10 | Argues hybrid bonding is delayed through HBM4E while MR-MUF and other packaging approaches persist. | +4.4% | tweet ↗ |
| 2026-08-24 | INTC | @Omercheema | +0.10 | Argues hybrid bonding is delayed through HBM4E while MR-MUF and other packaging approaches persist. | +2.5% | tweet ↗ |
| 2026-08-24 | 000660.KS | @Omercheema | +0.20 | Argues hybrid bonding is delayed through HBM4E while MR-MUF and other packaging approaches persist. | · | tweet ↗ |
| 2026-08-24 | · | @Omercheema | · | Quantifies HBM capacity and bandwidth progression across generations. | · | tweet ↗ |
| 2026-08-24 | IFNNY | @Omercheema | +0.10 | Reports Infineon's acquisition of C2i and explains the AI-packaging power-delivery thesis. | · | tweet ↗ |
| 2026-08-24 | · | @Omercheema | · | Highlights chip cooling as an increasingly important semiconductor-industry theme. | · | tweet ↗ |
| 2026-08-24 | ADI | @Omercheema | +0.60 | Reports ADI's first $4 billion quarter, 40% growth and 100% data-center growth. | -2.5% | tweet ↗ |
| 2026-08-24 | NVDA | @Omercheema | -0.10 | Reports Nvidia talks to invest in Perplexity at $30B-plus and evaluates the deal structure. | +4.4% | tweet ↗ |
| 2026-08-23 | MU | @Omercheema | -0.35 | Says Micron's LTA price ceiling may limit its benefit from rising memory prices. | -3.5% | tweet ↗ |
| 2026-08-23 | TSM | @Omercheema | +0.10 | Summarizes Hot Chips disclosures on memory bottlenecks, Waymo silicon and Cerebras performance claims. | -0.3% | tweet ↗ |
| 2026-08-23 | MU | @Omercheema | +0.20 | Summarizes Hot Chips disclosures on memory bottlenecks, Waymo silicon and Cerebras performance claims. | -3.5% | tweet ↗ |
| 2026-08-22 | NVDA | @Omercheema | +0.50 | Expects strong current-quarter Nvidia profits but identifies next-quarter 10% sequential growth as the key uncertainty | +1.3% | tweet ↗ |
| 2026-08-22 | · | @Omercheema | · | Attributes Taiwan GDP growth of 11% in 2026 and 6% in 2027 to AI productivity | · | tweet ↗ |
| 2026-08-22 | · | @Omercheema | · | Argues long-term supply contracts cannot guarantee downstream customer demand | · | tweet ↗ |
| 2026-08-22 | · | @Omercheema | · | Ajinomoto reportedly cut ABF supply to some Chinese customers amid near-full utilization | · | 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.