Author
@RYANHINGSHING RYANHINGSHING
grade Ax.com/RYANHINGSHING ↗
CFA semis supply-chain analyst mapping AI compute bottlenecks to specific names
Original, reasoning-heavy threads and replies dissecting the
trader score
-0.12
hit rate
50%
mean α
-0.08%
signals 14d
88
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 -0.12. Their last-14d mentions, direction-adjusted, have moved -15.9% since posting (mean over 48 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @RYANHINGSHING | +0.40 | Reports that an unnamed party unexpectedly upgraded NBIS. | -4.1% | tweet ↗ |
| 2026-10-16 | NBIS | @RYANHINGSHING | +0.65 | Argues CRWV deserves underperformance status while NBIS belongs in the top tier. | -4.1% | tweet ↗ |
| 2026-10-16 | CRWV | @RYANHINGSHING | -0.55 | Argues CRWV deserves underperformance status while NBIS belongs in the top tier. | -11.7% | tweet ↗ |
| 2026-10-16 | TER | @RYANHINGSHING | +0.65 | Buy fundamentally strong, heavily corrected names on a rebound. — Calls for buying four fundamentally strong semiconductor names after large pullbacks. | -5.0% | tweet ↗ |
| 2026-10-16 | AEHR | @RYANHINGSHING | +0.65 | Buy fundamentally strong, heavily corrected names on a rebound. — Calls for buying four fundamentally strong semiconductor names after large pullbacks. | -8.7% | tweet ↗ |
| 2026-10-16 | FORM | @RYANHINGSHING | +0.65 | Buy fundamentally strong, heavily corrected names on a rebound. — Calls for buying four fundamentally strong semiconductor names after large pullbacks. | -6.2% | tweet ↗ |
| 2026-10-16 | AMAT | @RYANHINGSHING | +0.65 | Buy fundamentally strong, heavily corrected names on a rebound. — Calls for buying four fundamentally strong semiconductor names after large pullbacks. | -7.8% | tweet ↗ |
| 2026-10-16 | · | @RYANHINGSHING | · | Strongly condemns A-shares after persistent underperformance and cites Morgan Stanley's risk warning. | · | tweet ↗ |
| 2026-10-16 | AEHR | @RYANHINGSHING | +0.85 | Buy the deep dip in AEHR. — Explicitly calls for joining the AEHR dip-buying trade. | -8.7% | tweet ↗ |
| 2026-10-16 | ASX | @RYANHINGSHING | +0.25 | Frames advanced packaging and metrology as key semiconductor themes, citing ASE's equipment purchases. | -2.1% | tweet ↗ |
| 2026-10-14 | · | @RYANHINGSHING | · | Expresses continued belief in AI and semiconductors. | · | tweet ↗ |
| 2026-10-14 | AEHR | @RYANHINGSHING | +0.70 | Discloses buying the dip in WOLF and AEHR. | -22.6% | tweet ↗ |
| 2026-10-14 | WOLF | @RYANHINGSHING | +0.70 | Discloses buying the dip in WOLF and AEHR. | -6.7% | tweet ↗ |
| 2026-10-14 | · | @RYANHINGSHING | · | Blames Anthropic for broad disruption, expressing negative AI-sector sentiment. | · | tweet ↗ |
| 2026-10-14 | · | @RYANHINGSHING | · | Strongly warns against Chinese A-shares after continued losses and cites Morgan Stanley's prior risk warning. | · | 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.