Author
@ryanshrout ryanshrout
grade Ax.com/ryanshrout ↗
Named hardware analyst dissecting the AI-PC and on-prem compute transition firsthand
Provides original, technically deep analysis of AI PC and co
trader score
-14.45
hit rate
0%
mean α
-5.16%
signals 14d
33
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: 0% hit rate, -5.16% mean alpha, trader score -14.45. Their last-14d mentions, direction-adjusted, have moved -8.6% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | 000660.KS | @ryanshrout | +0.55 | Memory trade commentary: MU and SK Hynix margins exceed Nvidia/TSMC amid HBM demand and Apple price hikes. | · | tweet ↗ |
| 2026-06-29 | TSM | @ryanshrout | +0.00 | Memory trade commentary: MU and SK Hynix margins exceed Nvidia/TSMC amid HBM demand and Apple price hikes. | -4.6% | tweet ↗ |
| 2026-06-29 | NVDA | @ryanshrout | +0.00 | Memory trade commentary: MU and SK Hynix margins exceed Nvidia/TSMC amid HBM demand and Apple price hikes. | -0.1% | tweet ↗ |
| 2026-06-29 | MU | @ryanshrout | +0.55 | Memory trade commentary: MU and SK Hynix margins exceed Nvidia/TSMC amid HBM demand and Apple price hikes. | -14.8% | tweet ↗ |
| 2026-06-29 | AAPL | @ryanshrout | -0.10 | Memory trade commentary: MU and SK Hynix margins exceed Nvidia/TSMC amid HBM demand and Apple price hikes. | +9.5% | tweet ↗ |
| 2026-06-25 | AAPL | @ryanshrout | -0.25 | Mac product price hike reduces MacBook Neo value-per-dollar and widens Windows advantages. | +12.2% | tweet ↗ |
| 2026-06-25 | QCOM | @ryanshrout | +0.60 | Qualcomm targets $40B non-handset revenue by 2029, has Meta CPU win and HBM-directed architecture. | -14.0% | tweet ↗ |
| 2026-06-25 | NVDA | @ryanshrout | -0.20 | Qualcomm targets $40B non-handset revenue by 2029, has Meta CPU win and HBM-directed architecture. | -0.5% | tweet ↗ |
| 2026-06-25 | META | @ryanshrout | +0.10 | Qualcomm targets $40B non-handset revenue by 2029, has Meta CPU win and HBM-directed architecture. | +7.4% | tweet ↗ |
| 2026-06-24 | QCOM | @ryanshrout | +0.55 | Qualcomm raises FY29 non-handset revenue projection from $22B to $40B. | -10.7% | tweet ↗ |
| 2026-06-24 | QCOM | @ryanshrout | +0.00 | Mentions Qualcomm company path across three time windows from event speaker. | -10.7% | tweet ↗ |
| 2026-06-24 | QCOM | @ryanshrout | +0.25 | Discusses Qualcomm-linked agentic OS, Modular platform, and edge solutions claims. | -10.7% | tweet ↗ |
| 2026-06-24 | QCOM | @ryanshrout | +0.35 | Amazon video discusses partnership with Qualcomm and Alexa platform. | -10.7% | tweet ↗ |
| 2026-06-24 | AMZN | @ryanshrout | +0.10 | Amazon video discusses partnership with Qualcomm and Alexa platform. | +3.6% | tweet ↗ |
| 2026-06-24 | QCOM | @ryanshrout | +0.15 | Mentions vertical implementation examples for Qualcomm Dragonwing. | -10.7% | 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.