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
+1.59
hit rate
60%
mean α
+0.60%
signals 14d
265
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, +0.60% mean alpha, trader score +1.59. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 141 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @QQ_Timmy | · | Reports Warsh's hawkish inflation remarks, higher two-year yields and a 60% September-hike probability. | · | tweet ↗ |
| 2026-08-28 | · | @QQ_Timmy | · | BofA interprets Warsh as hawkish and continues to expect a September rate increase. | · | tweet ↗ |
| 2026-08-28 | INTC | @QQ_Timmy | +0.40 | Intel's CFO said 14A defect-density improvement is ahead of target, with risk production planned for 2027. | — | tweet ↗ |
| 2026-08-28 | · | @QQ_Timmy | · | Named supplier states that H-acid quotations are suspended immediately. | · | tweet ↗ |
| 2026-08-28 | AMD | @QQ_Timmy | +0.15 | Explains CS-4 I/O improvements and heterogeneous inference cooperation with AMD. | — | tweet ↗ |
| 2026-08-28 | NVDA | @QQ_Timmy | +0.60 | TrendForce forecasts major NVL72 growth and expanding AI-infrastructure financing commitments. | — | tweet ↗ |
| 2026-08-28 | AVGO | @QQ_Timmy | +0.10 | TrendForce forecasts major NVL72 growth and expanding AI-infrastructure financing commitments. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @QQ_Timmy | +0.10 | TrendForce forecasts major NVL72 growth and expanding AI-infrastructure financing commitments. | — | tweet ↗ |
| 2026-08-28 | TSLA | @QQ_Timmy | +0.15 | TrendForce forecasts major NVL72 growth and expanding AI-infrastructure financing commitments. | — | tweet ↗ |
| 2026-08-28 | 3037.TW | @QQ_Timmy | -0.70 | Authorities reportedly searched Unimicron amid accounting, insider-trading, and origin-label allegations. | · | tweet ↗ |
| 2026-08-28 | · | @QQ_Timmy | · | Panasonic Industry announces 15%-30% PCB-material price increases from September 1. | · | tweet ↗ |
| 2026-08-27 | · | @QQ_Timmy | · | Kingboard affiliate announces immediate 10%-20% laminate-material price increases. | · | tweet ↗ |
| 2026-08-27 | NVDA | @QQ_Timmy | +0.30 | Summarizes positive broker views on two Taiwan stocks and bullish Nvidia supply-chain commentary. | -4.6% | tweet ↗ |
| 2026-08-27 | TSM | @QQ_Timmy | +0.30 | Summarizes positive broker views on two Taiwan stocks and bullish Nvidia supply-chain commentary. | -2.3% | tweet ↗ |
| 2026-08-27 | 1319.TW | @QQ_Timmy | +0.40 | Summarizes positive broker views on two Taiwan stocks and bullish Nvidia supply-chain commentary. | · | 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.