Author
@semicon_player semicon_player
grade Cx.com/semicon_player ↗
Apparent semiconductor handle with no captured activity to characterize.
Unknown; no tweets or signals were available in the payload.
trader score
-2.51
hit rate
25%
mean α
-1.38%
signals 14d
51
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: 25% hit rate, -1.38% mean alpha, trader score -2.51. Their last-14d mentions, direction-adjusted, have moved -13.5% since posting (mean over 27 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @Semicon_player | · | Views technology pullbacks as entry opportunities and remains bullish because the AI cycle is unfinished. | · | tweet ↗ |
| 2026-10-14 | IRDM | @Semicon_player | +0.35 | Altair will integrate Iridium satellite connectivity into cellular-IoT chipsets, potentially expanding service revenue. | -3.0% | tweet ↗ |
| 2026-10-12 | NVDA | @Semicon_player | -0.30 | Expects Big Tech custom chips next year and questions how much Nvidia demand they can replace. | -6.8% | tweet ↗ |
| 2026-10-11 | · | @Semicon_player | · | Expresses constructive interest in Cerebras and wafer-scale computing. | · | tweet ↗ |
| 2026-10-11 | INTC | @Semicon_player | +0.55 | Argues agentic AI increases CPU orchestration workloads and creates a new growth opportunity for Intel Xeon. | -16.9% | tweet ↗ |
| 2026-10-10 | LITE | @Semicon_player | +0.60 | Lumentum says AI optical capacity is sold out through early 2029, implying strong demand but shipment constraints. | -31.5% | tweet ↗ |
| 2026-10-10 | AAOI | @Semicon_player | +0.50 | Lumentum says AI optical capacity is sold out through early 2029, implying strong demand but shipment constraints. | -38.4% | tweet ↗ |
| 2026-10-10 | COHR | @Semicon_player | +0.50 | Lumentum says AI optical capacity is sold out through early 2029, implying strong demand but shipment constraints. | -33.1% | tweet ↗ |
| 2026-10-09 | T | @Semicon_player | -0.40 | Reports declines of 13.3% for T-Mobile, 9.8% for AT&T and 8.7% for Verizon. | -5.6% | tweet ↗ |
| 2026-10-09 | TMUS | @Semicon_player | -0.45 | Reports declines of 13.3% for T-Mobile, 9.8% for AT&T and 8.7% for Verizon. | -1.4% | tweet ↗ |
| 2026-10-09 | VZ | @Semicon_player | -0.40 | Reports declines of 13.3% for T-Mobile, 9.8% for AT&T and 8.7% for Verizon. | +7.2% | tweet ↗ |
| 2026-10-09 | · | @Semicon_player | · | Long-horizon thesis sees LEO as a future semiconductor growth platform while stressing execution risk. | · | tweet ↗ |
| 2026-10-08 | · | @Semicon_player | · | Kratos and KT SAT completed a 5G NTN demonstration with network registration and bidirectional communication. | · | tweet ↗ |
| 2026-10-07 | TSM | @Semicon_player | +0.35 | TSMC September revenue rose 54.6% annually to NT$511.8B while slipping 0.6% monthly. | -11.4% | tweet ↗ |
| 2026-10-07 | AMD | @Semicon_player | +0.45 | Enthusiastic endorsement of AMD and Samsung collaboration. | -20.0% | 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.