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
+2.38
hit rate
60%
mean α
+1.46%
signals 14d
61
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: 60% hit rate, +1.46% mean alpha, trader score +2.38. Their last-14d mentions, direction-adjusted, have moved -7.5% since posting (mean over 27 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | SSNLF | @Semicon_player | +0.45 | Says Samsung was a smart partner choice due to foundry and HBM full-stack capability. | · | tweet ↗ |
| 2026-06-30 | · | @Semicon_player | · | Mentions regretting not thinking of NAND amid storage shortage experience, a vague positive memory/storage theme. | · | tweet ↗ |
| 2026-06-30 | · | @Semicon_player | · | Korean tweet says shortage again in context likely sector commentary, but no ticker named. | · | tweet ↗ |
| 2026-06-30 | · | @Semicon_player | · | Korean post says AI accelerates information cycles and investment views need flexibility. | · | tweet ↗ |
| 2026-06-30 | · | @Semicon_player | · | Korean post says proof and heat issues remain but calls it innovation. | · | tweet ↗ |
| 2026-06-30 | 126340 | @Semicon_player | +0.55 | Korean filing-style post says VINATech signed supply contract with Bloom Energy for datacenter supercapacitors. | · | tweet ↗ |
| 2026-06-29 | · | @Semicon_player | · | Korean post discusses Cerebras as an interesting foundry customer and partner for process data insights. | · | tweet ↗ |
| 2026-06-29 | · | @Semicon_player | · | Korean thesis says Cerebras' real asset may be defect-tolerant wafer-scale yield data. | · | tweet ↗ |
| 2026-06-29 | TSLA | @Semicon_player | +0.20 | Korean comment says Tesla is seen often on streets lately. | -4.5% | tweet ↗ |
| 2026-06-29 | · | @Semicon_player | · | Korean semiconductor framework favors Samsung advanced foundry nodes into H2. | · | tweet ↗ |
| 2026-06-29 | CRDO | @Semicon_player | +0.25 | Retrospective on CRDO losses, gains, and difficult growth-stock holding experience. | -1.5% | tweet ↗ |
| 2026-06-29 | CRDO | @Semicon_player | +0.15 | Notes CRDO had three 50% corrections before current price; compares to Cerebras. | -1.5% | tweet ↗ |
| 2026-06-29 | CBRS | @Semicon_player | +0.20 | Mentions TSMC x CBRS and says picture should look different now. | · | tweet ↗ |
| 2026-06-29 | CBRS | @Semicon_player | +0.00 | Mentions CBRS 216 level without context. | · | tweet ↗ |
| 2026-06-28 | AAPL | @Semicon_player | -0.25 | Says Apple's 2026 enemy is AI-driven DRAM supply shortage. | +8.8% | 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.