@SergeyCYW SergeyCYW

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

SergeyCYW is mainly pushing AI memory/storage bottleneck exposure and premium SaaS growers, with a disclosed large SNOW position increased before earnings. His distinctive read is that AI infrastructure upside extends beyond GPUs into HBM, NAND, HDDs, controllers, storage systems, and semi equipment, while SaaS dispersion favors PLTR/DDOG/SNOW-style leaders over weaker seat-based names. No clear flip appears; the week shows repeated reinforcement of memory and SaaS screens rather than a discrete reversal.

The author is consistently bullish on AI memory bottlenecks and repeatedly returns to MU, SK Hynix, SNDK, Samsung, Kioxia, storage, controllers, and semi equipment as beneficiaries. SaaS coverage is more selective: bullish on premium growth and efficiency leaders such as PLTR, DDOG, and SNOW, while bearish on weaker seat-based SaaS names like CRM, NOW, and ADBE. The only explicit position action is adding to SNOW before earnings; there is no clear evidence of a flip.

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.