Author
@Ravi_711 Ravi_711
grade Bx.com/Ravi_711 ↗
Operations-grounded semis/memory analyst posting sharp ticker'd takes in replies
A private investor who comments analytically on semiconducto
trader score
-0.19
hit rate
20%
mean α
-0.56%
signals 14d
6
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 5 scored bets: 20% hit rate, -0.56% mean alpha, trader score -0.19. Their last-14d mentions, direction-adjusted, have moved -3.4% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Ravi_711 | · | Argues slowing capex would pressure ASPs across the sector, though hyperscalers may benefit. | · | tweet ↗ |
| 2026-10-09 | · | @Ravi_711 | · | Framework argues falling token prices may offset usage growth before spending eventually accelerates. | · | tweet ↗ |
| 2026-10-08 | QCOM | @Ravi_711 | +0.15 | Author wistfully references the unrealized Qualcomm-Broadcom combination. | -0.1% | tweet ↗ |
| 2026-10-08 | AVGO | @Ravi_711 | +0.15 | Author wistfully references the unrealized Qualcomm-Broadcom combination. | -10.7% | tweet ↗ |
| 2026-10-07 | WOLF | @Ravi_711 | -0.15 | Questions claims about Wolfspeed's RF business because it was sold to MACOM in 2023. | -26.9% | tweet ↗ |
| 2026-10-07 | MTSI | @Ravi_711 | +0.10 | Questions claims about Wolfspeed's RF business because it was sold to MACOM in 2023. | -29.7% | 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.