@Plaskpojken Plaskpojken
Obsessive Sivers Semiconductor bull mapping the photonics/optical supply chain
Posts long-form, reasoning-heavy threads building and defend
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 12 scored bets: 50% hit rate, -2.88% mean alpha, trader score -1.34.
Author is mainly long Hexagon/HEXA-B, framing it as a disciplined industrial compounder with a robotics and physical AI free option. The distinctive read is that autonomy, defense, margin resilience, insider buying, and humanoid factory testing are not fully reflected in valuation. Outside Hexagon, the only explicit non-Hexagon ticker view is bullish ERIC on Western 5G/6G substitution away from Huawei.
The window is overwhelmingly concentrated in Hexagon/HEXA-B, with the author repeatedly disclosing a long and reinforcing the same bullish physical AI, autonomy, margin, and insider-buying thesis. There are no CALL_DIRECTIONAL trades or adds/trims in the payload, so the observable action is held rather than initiated or increased. The only separate ticker view is bullish ERIC on Western 5G/6G substitution away from Huawei, but it is a minor side theme versus the Hexagon concentration.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-20 | · | @Plaskpojken | · | Swedish reply says Hexagon has upside relative to downside and humanoid factory testing is promising. | · | tweet ↗ |
| 2026-06-20 | · | @Plaskpojken | · | Swedish reply says Hexagon has upside relative to downside and humanoid factory testing is promising. | · | tweet ↗ |
| 2026-06-20 | · | @Plaskpojken | · | Hexagon risk/reward called highly compelling, backed by Q1 growth, margins and insider buying. | · | tweet ↗ |
| 2026-06-20 | ERIC | @Plaskpojken | +0.45 | Author thinks Ericsson and Nokia will win as Europe/US shift from Huawei to non-Chinese 5G/6G. | · | 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.