Author
@rwang07 rwang07
grade Bx.com/rwang07 ↗
Rigorous AI-compute supply-chain analyst tracing demand down the silicon stack
Publishes original fundamental and supply-chain research on
trader score
-0.11
hit rate
50%
mean α
-0.08%
signals 14d
14
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: 50% hit rate, -0.08% mean alpha, trader score -0.11. Their last-14d mentions, direction-adjusted, have moved -8.3% since posting (mean over 10 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-28 | AAPL | @rwang07 | -0.55 | Says AAPL may fight for its life to get enough LP against Nvidia. | +8.8% | tweet ↗ |
| 2026-06-28 | · | @rwang07 | · | Says smartphone and maybe consumer market shrinking is accurate. | · | tweet ↗ |
| 2026-06-28 | AAPL | @rwang07 | +0.35 | Says AAPL faced less shipment reduction than peers and is relatively better off. | +8.8% | tweet ↗ |
| 2026-06-28 | AAPL | @rwang07 | +0.35 | Says AAPL is mad at memory price hikes but may gain global share because of them. | +8.8% | tweet ↗ |
| 2026-06-27 | MU | @rwang07 | +0.25 | Says another firm will do well but not surpass MU; MU is the comparison point. | -13.8% | tweet ↗ |
| 2026-06-27 | MU | @rwang07 | +0.25 | References Apple anger at MU due to extremely high MacBook memory-related pricing. | -13.8% | tweet ↗ |
| 2026-06-26 | AAPL | @rwang07 | -0.25 | Frames AAPL as against Samsung, Hynix, and Micron in DC, but stance is terse. | +8.8% | tweet ↗ |
| 2026-06-26 | MU | @rwang07 | +0.20 | Frames AAPL as against Samsung, Hynix, and Micron in DC, but stance is terse. | -13.8% | tweet ↗ |
| 2026-06-25 | · | @rwang07 | · | Says everyone is hurt if Apple is cooked, but no explicit ticker is present. | · | tweet ↗ |
| 2026-06-25 | MU | @rwang07 | +0.35 | Says MU earnings may be a key turning point for memory valuation multiple vs EPS focus. | -19.6% | tweet ↗ |
| 2026-06-25 | AAPL | @rwang07 | -0.25 | Mentions Happy Memory Day for AAPL and Mark, likely about memory costs, but terse. | +12.2% | tweet ↗ |
| 2026-06-23 | · | @rwang07 | · | Says market is supply constrained but no explicit ticker. | · | tweet ↗ |
| 2026-06-23 | · | @rwang07 | · | Frames DRAM/NAND shortage as major memory supercycle with IPO context. | · | tweet ↗ |
| 2026-06-20 | INTC | @rwang07 | +0.00 | Links to discussion with Intel CEO on semiconductor supply chain. | -10.2% | 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.