Author
@paurooteri paurooteri
grade Bx.com/paurooteri ↗
Mechanistic AI-semiconductor supply-chain analyst tracing compute demand to Asian component names
Publishes deep, frequently quantified theses on how AI compu
trader score
-0.29
hit rate
60%
mean α
-0.16%
signals 14d
370
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: 60% hit rate, -0.16% mean alpha, trader score -0.29. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 192 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @paurooteri | · | Says Unimicron problems would benefit Ibiden's supply chain, with links to Nittobo, Ajinomoto, and Intel EMIB-T. | · | tweet ↗ |
| 2026-08-28 | · | @paurooteri | · | Suggests Unimicron's large-board exposure could benefit Japanese substrate manufacturers. | · | tweet ↗ |
| 2026-08-28 | 3037.TW | @paurooteri | -0.30 | Reports prosecutors searched Unimicron over origin-labeling issues; the company says operations are unaffected. | · | tweet ↗ |
| 2026-08-28 | · | @paurooteri | · | Observes an exchange rate near five yen as a new norm but does not identify the currency pair in text. | · | tweet ↗ |
| 2026-08-28 | · | @paurooteri | · | Details Taiwan-dollar appreciation, foreign inflows, volume, and potential moves toward 31.5–31.4 per USD. | · | tweet ↗ |
| 2026-08-28 | · | @paurooteri | · | Speculates that another currency intervention may be becoming a gradual recurring event. | · | tweet ↗ |
| 2026-08-28 | NVDA | @paurooteri | +0.10 | Says Broadcom and Google are more aggressive than Nvidia on memory, intensifying competition for supply. | — | tweet ↗ |
| 2026-08-28 | AVGO | @paurooteri | +0.35 | Says Broadcom and Google are more aggressive than Nvidia on memory, intensifying competition for supply. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @paurooteri | +0.35 | Says Broadcom and Google are more aggressive than Nvidia on memory, intensifying competition for supply. | — | tweet ↗ |
| 2026-08-28 | AAPL | @paurooteri | -0.20 | Suggests Kioxia may be preparing to charge Apple aggressively, implying higher input costs for Apple. | — | tweet ↗ |
| 2026-08-28 | 000660.KS | @paurooteri | +0.35 | SK Hynix plans a $4B-plus Indiana HBM4E packaging facility targeting 2029 production. | · | tweet ↗ |
| 2026-08-28 | · | @paurooteri | · | Highlights widening compensation advantages at Taiwanese and Korean semiconductor companies. | · | tweet ↗ |
| 2026-08-28 | TSM | @paurooteri | +0.60 | Reports record TSMC Q2 revenue and profit alongside sharply higher employee bonuses. | — | tweet ↗ |
| 2026-08-28 | · | @paurooteri | · | Reports Panasonic raising MEGTRON prices and warns of higher substrate costs outside AI. | · | tweet ↗ |
| 2026-08-28 | 3037.TW | @paurooteri | -0.45 | Reports a prosecutorial search of Unimicron and detention of executives and an accountant. | · | 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.