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
-1.38
hit rate
45%
mean α
-0.75%
signals 14d
238
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: 45% hit rate, -0.75% mean alpha, trader score -1.38. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 110 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SNDK | @semicon_eng1 | -0.35 | Micron, SanDisk and SK Hynix are roughly flat, while semiconductor stocks broadly are described as performing badly. | — | tweet ↗ |
| 2026-08-28 | SKHY | @semicon_eng1 | -0.35 | Micron, SanDisk and SK Hynix are roughly flat, while semiconductor stocks broadly are described as performing badly. | · | tweet ↗ |
| 2026-08-28 | MU | @semicon_eng1 | -0.40 | Micron, SanDisk and SK Hynix are roughly flat, while semiconductor stocks broadly are described as performing badly. | — | tweet ↗ |
| 2026-08-28 | · | @semicon_eng1 | · | Provides the scheduled time for Fed Chair Warsh's Jackson Hole speech. | · | tweet ↗ |
| 2026-08-28 | ASX | @semicon_eng1 | +0.30 | Describes ASX as a relatively stable semiconductor name gaining attention in packaging. | — | tweet ↗ |
| 2026-08-27 | · | @semicon_eng1 | · | Notes Kioxia fell below ¥50,000 and warns investors who concentrated heavily may face difficulty. | · | tweet ↗ |
| 2026-08-27 | · | @semicon_eng1 | · | May add to Kioxia if it falls below ¥50,000. — Conditional forward add intent at a stated price, but no ticker is provided. | · | tweet ↗ |
| 2026-08-27 | 285A | @semicon_eng1 | -0.20 | Kioxia indications are described as weak with Jackson Hole limiting market movement. | · | tweet ↗ |
| 2026-08-27 | NVDA | @semicon_eng1 | +0.50 | Builds a bullish AI-infrastructure basket from Nvidia ACIE growth spreading beyond hyperscalers. | -4.6% | tweet ↗ |
| 2026-08-27 | SNDK | @semicon_eng1 | +0.50 | Builds a bullish AI-infrastructure basket from Nvidia ACIE growth spreading beyond hyperscalers. | +0.0% | tweet ↗ |
| 2026-08-27 | AVGO | @semicon_eng1 | +0.50 | Builds a bullish AI-infrastructure basket from Nvidia ACIE growth spreading beyond hyperscalers. | -0.7% | tweet ↗ |
| 2026-08-27 | MU | @semicon_eng1 | +0.50 | Builds a bullish AI-infrastructure basket from Nvidia ACIE growth spreading beyond hyperscalers. | -0.3% | tweet ↗ |
| 2026-08-27 | CRWV | @semicon_eng1 | +0.50 | Builds a bullish AI-infrastructure basket from Nvidia ACIE growth spreading beyond hyperscalers. | -3.0% | tweet ↗ |
| 2026-08-27 | AMD | @semicon_eng1 | +0.50 | Builds a bullish AI-infrastructure basket from Nvidia ACIE growth spreading beyond hyperscalers. | -2.3% | tweet ↗ |
| 2026-08-27 | NVDA | @semicon_eng1 | +0.40 | Calls Nvidia's ACIE segment extremely important alongside hyperscalers. | -4.6% | 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.