trader score
-0.75
hit rate
40%
mean α
-0.56%
signals 14d
35
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, -0.56% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | CRM | @Omercheema | +0.55 | Argues market underestimates Salesforce stickiness and downside is limited. | +1.8% | tweet ↗ |
| 2026-06-30 | · | @Omercheema | · | Reports SEMI memory equipment sales rising from $50B in 2016 to $80B in 2029. | · | tweet ↗ |
| 2026-06-30 | · | @Omercheema | · | Claims Chinese open source models dominate Bay Area startup usage and HuggingFace downloads. | · | tweet ↗ |
| 2026-06-29 | · | @Omercheema | · | Framework that immediate cost savings outweigh supply-chain security concerns for customers. | · | tweet ↗ |
| 2026-06-29 | NVDA | @Omercheema | -0.40 | Rubin shift from 4-die to 2-die package is said to increase overhead and reduce effective performance. | -0.1% | tweet ↗ |
| 2026-06-29 | · | @Omercheema | · | Suggests AI models could become commodities like dotcom-era fiber optics. | · | tweet ↗ |
| 2026-06-27 | QCOM | @Omercheema | +0.55 | Says Qualcomm credibly unlocked data center market with near-term hyperscaler revenue. | -6.9% | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Shares semiconductor M&A deal value by year chart. | · | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Yole report projects optical transceiver market growth driven by AI infra. | · | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Trendforce says 22% of 2026 DRAM wafers will go to HBM. | · | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Says memory TAM has increased significantly. | · | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Mentions CXMT required $250B to reach current state. | · | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Says not to read too much into a long-term R&D effort from investment perspective. | · | tweet ↗ |
| 2026-06-27 | · | @Omercheema | · | Memory market framework expects AI demand tightness to normalize margins to 40-50%. | · | tweet ↗ |
| 2026-06-25 | SYNA | @Omercheema | -0.25 | Says ON-SYNA acquisition would lack synergies and not make sense. | -4.9% | 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.