Author
@semivision_tw semivision_tw
grade Ax.com/semivision_tw ↗
Anonymous deep-dive analyst of the Asian AI-semiconductor supply chain from materials up
Publishes original, mechanistic theses on AI hardware bottle
trader score
-1.51
hit rate
40%
mean α
-0.86%
signals 14d
135
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: 40% hit rate, -0.86% mean alpha, trader score -1.51. Their last-14d mentions, direction-adjusted, have moved -8.9% since posting (mean over 74 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ASML | @semivision_tw | -0.15 | ASML says it sold no equipment in Europe in 2026 and urges a change in EU semiconductor policy. | -4.2% | tweet ↗ |
| 2026-10-16 | · | @semivision_tw | · | Fundamental physics research is framed as a source of future AI, quantum and semiconductor breakthroughs. | · | tweet ↗ |
| 2026-10-16 | QCOM | @semivision_tw | +0.25 | Qualcomm's CEO predicts smartphones will shift from apps toward AI agents. | +2.2% | tweet ↗ |
| 2026-10-16 | NVDA | @semivision_tw | +0.20 | Taiwan reportedly plans multiple US industrial parks to support Nvidia and other AI-hardware suppliers. | -1.5% | tweet ↗ |
| 2026-10-15 | GFS | @semivision_tw | +0.40 | GlobalFoundries is framed as building a differentiated part of the AI chip supply chain rather than chasing 2nm. | -9.0% | tweet ↗ |
| 2026-10-15 | TSM | @semivision_tw | +0.05 | The author questions whether US semiconductor-market claims count Taiwanese-owned US production. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @semivision_tw | · | The author highlights growing electricity demand, implicitly tied to infrastructure expansion. | · | tweet ↗ |
| 2026-10-15 | · | @semivision_tw | · | The article frames global imbalances through European savings, US capital and Chinese manufacturing. | · | tweet ↗ |
| 2026-10-15 | LITE | @semivision_tw | +0.15 | The post highlights μVCSEL innovation for optical I/O and rack-scale AI interconnects. | -13.0% | tweet ↗ |
| 2026-10-15 | ALAB | @semivision_tw | +0.15 | The post highlights μVCSEL innovation for optical I/O and rack-scale AI interconnects. | -14.8% | tweet ↗ |
| 2026-10-15 | QCOM | @semivision_tw | +0.15 | The post highlights μVCSEL innovation for optical I/O and rack-scale AI interconnects. | -1.4% | tweet ↗ |
| 2026-10-15 | GLW | @semivision_tw | +0.15 | The post highlights μVCSEL innovation for optical I/O and rack-scale AI interconnects. | -10.6% | tweet ↗ |
| 2026-10-15 | XNDU | @semivision_tw | +0.50 | The author explicitly calls XNDU a good company. | -21.0% | tweet ↗ |
| 2026-10-15 | TSM | @semivision_tw | +0.60 | TSMC's Q3 call reports 44% revenue growth and strong AI demand and capacity plans. | -0.9% | tweet ↗ |
| 2026-10-15 | TSLA | @semivision_tw | +0.15 | TSMC is evaluating a Texas fab while insisting any facility remain TSMC-operated. | +2.7% | 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.