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
-0.22
hit rate
50%
mean α
-0.08%
signals 14d
394
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: 50% hit rate, -0.08% mean alpha, trader score -0.22. Their last-14d mentions, direction-adjusted, have moved -8.0% since posting (mean over 209 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | META | @paurooteri | +0.25 | Reports Meta Muse Spark running on GB300 NVL with rapid TensorRT-LLM optimization. | -9.4% | tweet ↗ |
| 2026-10-16 | NVDA | @paurooteri | +0.25 | Reports Meta Muse Spark running on GB300 NVL with rapid TensorRT-LLM optimization. | -1.5% | tweet ↗ |
| 2026-10-16 | MRVL | @paurooteri | +0.70 | Bullish thesis on Marvell's AI attach and optical-connectivity opportunity. | +0.3% | tweet ↗ |
| 2026-10-16 | MSFT | @paurooteri | +0.20 | Bullish thesis on Marvell's AI attach and optical-connectivity opportunity. | -0.9% | tweet ↗ |
| 2026-10-16 | GOOGL | @paurooteri | +0.20 | Bullish thesis on Marvell's AI attach and optical-connectivity opportunity. | -6.0% | tweet ↗ |
| 2026-10-16 | NVDA | @paurooteri | +0.25 | Argues custom HBM benefits are large and cites Nvidia's dominant consumption. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @paurooteri | · | Argues glass-fiber production shifts are causing E-Glass shortages across electronics. | · | tweet ↗ |
| 2026-10-16 | · | @paurooteri | · | Bullish on Disco's business, but no unambiguous ticker is stated. | · | tweet ↗ |
| 2026-10-16 | · | @paurooteri | · | Argues AI memory hierarchies will favor customization over standardization. | · | tweet ↗ |
| 2026-10-15 | · | @paurooteri | · | Explains AI substrate and materials bottlenecks without unambiguous tickers. | · | tweet ↗ |
| 2026-10-15 | TSM | @paurooteri | +0.60 | Chart shows TSMC's HPC/AI end-market revenue growing over 50% annually. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @paurooteri | · | Long-form bullish assessment of Phison's AI pivot and persistent memory scarcity. | · | tweet ↗ |
| 2026-10-15 | TSLA | @paurooteri | +0.15 | Shares the unveiling of Tesla's Roadster with mild excitement. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @paurooteri | · | Forecasts custom memory formats gaining share over standardized memory. | · | tweet ↗ |
| 2026-10-15 | · | @paurooteri | · | Argues DRAM remains structurally undersupplied despite rapid CXMT output growth. | · | 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.