Author
@QQ_Timmy QQ_Timmy
grade Bx.com/QQ_Timmy ↗
Anonymous AI-semiconductor supply-chain aggregator translating Asian broker and channel intel into theses
Curates and synthesizes broker notes, data-provider forecast
trader score
-0.89
hit rate
45%
mean α
-0.51%
signals 14d
309
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: 45% hit rate, -0.51% mean alpha, trader score -0.89. Their last-14d mentions, direction-adjusted, have moved -8.1% since posting (mean over 172 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | 688825 | @QQ_Timmy | -0.30 | CXMT HBM progress is offset by low yield, weak profitability and severe channel-cost pressure. | · | tweet ↗ |
| 2026-10-16 | 6501.T | @QQ_Timmy | +0.30 | Hitachi Energy announced a C$479M Canadian transformer-insulation factory planned for 2028. | · | tweet ↗ |
| 2026-10-16 | · | @QQ_Timmy | · | Presents CIPB as an emerging AI-power, robotics and EV theme with large potential markets and execution risks. | · | tweet ↗ |
| 2026-10-16 | · | @QQ_Timmy | · | Nittobo details tight AI-driven glass-cloth supply, higher investment and planned capacity expansion. | · | tweet ↗ |
| 2026-10-15 | · | @QQ_Timmy | · | Taiwan is preparing tighter criminal controls on AI-chip and server exports to China. | · | tweet ↗ |
| 2026-10-15 | 4906.TW | @QQ_Timmy | +0.50 | Gemtek announced a US optical-module JV and a Qualcomm-based Wi-Fi 8 edge-AI gateway partnership. | · | tweet ↗ |
| 2026-10-15 | QCOM | @QQ_Timmy | +0.20 | Gemtek announced a US optical-module JV and a Qualcomm-based Wi-Fi 8 edge-AI gateway partnership. | -1.4% | tweet ↗ |
| 2026-10-15 | 8039.TW | @QQ_Timmy | +0.45 | Nvidia displayed an NVLink PTFE-board prototype, supporting validated PTFE suppliers such as Taiflex. | · | tweet ↗ |
| 2026-10-15 | NVDA | @QQ_Timmy | +0.15 | Nvidia displayed an NVLink PTFE-board prototype, supporting validated PTFE suppliers such as Taiflex. | -2.9% | tweet ↗ |
| 2026-10-15 | TSM | @QQ_Timmy | +0.45 | TSMC posted strong Q3 growth and EPS, though margins and the accompanying Hold view were softer. | -0.9% | tweet ↗ |
| 2026-10-15 | 2454.TW | @QQ_Timmy | +0.40 | Summarizes positive broker views on TSMC, Genius Optical and MediaTek, including raised forecasts and targets. | · | tweet ↗ |
| 2026-10-15 | TSM | @QQ_Timmy | +0.40 | Summarizes positive broker views on TSMC, Genius Optical and MediaTek, including raised forecasts and targets. | -0.9% | tweet ↗ |
| 2026-10-15 | 3406.TW | @QQ_Timmy | +0.40 | Summarizes positive broker views on TSMC, Genius Optical and MediaTek, including raised forecasts and targets. | · | tweet ↗ |
| 2026-10-15 | TSM | @QQ_Timmy | +0.45 | TSMC management described exceptionally strong AI demand, persistent shortages and expanding advanced capacity. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @QQ_Timmy | +0.60 | TSMC exceeded its Q3 revenue range and issued strong Q4 and full-year growth guidance. | -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.