Author
@PythiaR PythiaR
grade Ax.com/PythiaR ↗
Anon AI-semiconductor supply-chain PM trading bottlenecks as long/short pairs
Posts deep fundamental and supply-chain analysis of the AI h
trader score
-0.50
hit rate
35%
mean α
-0.68%
signals 14d
79
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: 35% hit rate, -0.68% mean alpha, trader score -0.50. Their last-14d mentions, direction-adjusted, have moved -5.8% since posting (mean over 43 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MU | @PythiaR | +0.05 | Mockingly compares CoreWeave's price with Micron's without a full thesis. | -0.1% | tweet ↗ |
| 2026-10-16 | CRWV | @PythiaR | -0.25 | Mockingly compares CoreWeave's price with Micron's without a full thesis. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @PythiaR | · | Argues AI infrastructure buildout can persist despite shifting lab market shares. | · | tweet ↗ |
| 2026-10-16 | · | @PythiaR | · | Argues coding should be defined broadly across common knowledge-work tools. | · | tweet ↗ |
| 2026-10-16 | GOOGL | @PythiaR | -0.65 | Claims Google's AI product cannot compete with Anthropic's offering. | -6.0% | tweet ↗ |
| 2026-10-16 | CRWV | @PythiaR | -0.20 | Suggests CoreWeave needs a yieldco, likely as a sarcastic financing critique. | -11.7% | tweet ↗ |
| 2026-10-16 | CRWV | @PythiaR | +0.55 | Relays JPM's constructive credit thesis on CoreWeave's demand, funding and debt capacity. | -11.7% | tweet ↗ |
| 2026-10-16 | AMD | @PythiaR | +0.05 | Relays JPM analysis that CDS widening largely reflects hedging and positive-basis trades. | -2.3% | tweet ↗ |
| 2026-10-16 | CRWV | @PythiaR | +0.15 | Relays JPM analysis that CDS widening largely reflects hedging and positive-basis trades. | -11.7% | tweet ↗ |
| 2026-10-16 | GM | @PythiaR | +0.00 | Uses automotive innovation history as an analogy for evaluating AI progress. | -9.6% | tweet ↗ |
| 2026-10-15 | · | @PythiaR | · | Suggests unspecified conditions are calming, but lacks asset context. | · | tweet ↗ |
| 2026-10-15 | QURE | @PythiaR | -0.40 | Jokingly compares owning QURE with an unpleasant, expensive experience. | -0.4% | tweet ↗ |
| 2026-10-15 | TSLA | @PythiaR | -0.10 | Prefers another vehicle feature over the Tesla Roadster's aerial-flip capability. | +2.7% | tweet ↗ |
| 2026-10-15 | SOXX | @PythiaR | +0.25 | Presents a preferred semiconductor and AI-infrastructure ticker list. | -7.1% | tweet ↗ |
| 2026-10-15 | TSM | @PythiaR | +0.25 | Presents a preferred semiconductor and AI-infrastructure ticker list. | -0.9% | 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.