Author
@semicon_eng1 semicon_eng1
grade Ax.com/semicon_eng1 ↗
Memory/NAND value-chain specialist with mechanistic, second-order supply-chain reasoning
Bottom-up and thematic semiconductor analysis centered on me
trader score
-2.67
hit rate
35%
mean α
-1.37%
signals 14d
92
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: 35% hit rate, -1.37% mean alpha, trader score -2.67. Their last-14d mentions, direction-adjusted, have moved -5.0% since posting (mean over 47 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @semicon_eng1 | · | The author praises Nittobo's customer collaboration advantage in next-generation development. | · | tweet ↗ |
| 2026-10-15 | · | @semicon_eng1 | · | Kioxia appears to have recovered into the close, possibly from short covering. | · | tweet ↗ |
| 2026-10-15 | · | @semicon_eng1 | · | The author identifies Nittobo's quality and uniformity as strengths in semiconductor packaging. | · | tweet ↗ |
| 2026-10-15 | · | @semicon_eng1 | · | Nittobo is praised for materials performance against semiconductor-fab warpage. | · | tweet ↗ |
| 2026-10-15 | · | @semicon_eng1 | · | The author argues NAND is a differentiated systems product rather than a commodity. | · | tweet ↗ |
| 2026-10-15 | · | @semicon_eng1 | · | Kioxia is up 6%, which the author attributes to possible short covering. | · | tweet ↗ |
| 2026-10-15 | · | @semicon_eng1 | · | The author argues US semiconductor localization requires extensive process and engineering expertise. | · | tweet ↗ |
| 2026-10-15 | MU | @semicon_eng1 | +0.40 | Micron reportedly quotes Q4 SSD prices 40-45% higher, well above the 20% market expectation. | -5.8% | tweet ↗ |
| 2026-10-15 | SNDK | @semicon_eng1 | +0.25 | Micron reportedly quotes Q4 SSD prices 40-45% higher, well above the 20% market expectation. | -11.2% | tweet ↗ |
| 2026-10-15 | MU | @semicon_eng1 | +0.10 | Micron finished positive while SanDisk ended slightly negative, suggesting stabilization. | -5.8% | tweet ↗ |
| 2026-10-15 | SNDK | @semicon_eng1 | -0.05 | Micron finished positive while SanDisk ended slightly negative, suggesting stabilization. | -11.2% | tweet ↗ |
| 2026-10-15 | TSM | @semicon_eng1 | +0.60 | TSMC reports an earnings beat; the author says its process expertise protects foundry leadership. | -0.9% | tweet ↗ |
| 2026-10-14 | BTC | @semicon_eng1 | +0.60 | Recounts an acquaintance's 20-fold Bitcoin gain after forgetting the holding. | · | tweet ↗ |
| 2026-10-14 | MU | @semicon_eng1 | -0.35 | Notes Micron and ASE continuing lower and says there is nothing actionable to do. | -4.0% | tweet ↗ |
| 2026-10-14 | SNDK | @semicon_eng1 | -0.10 | Explains that Chinese memory adoption requires lengthy validation even after technical parity. | -11.8% | 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.