Author
@Skineeman Skineeman
grade Cx.com/Skineeman ↗
High-conviction memory/photonics options trader trading the AI supply-chain bottleneck thesis
Trades and analyzes memory/storage and optical semis with op
trader score
-0.16
hit rate
46%
mean α
-0.18%
signals 14d
25
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 13 scored bets: 46% hit rate, -0.18% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved -18.1% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | LITE | @Skineeman | +0.35 | Lists observed strikes, gaps and rebound levels across four tickers. | -13.0% | tweet ↗ |
| 2026-10-15 | CRDO | @Skineeman | -0.20 | Lists observed strikes, gaps and rebound levels across four tickers. | -17.5% | tweet ↗ |
| 2026-10-15 | COHR | @Skineeman | +0.35 | Lists observed strikes, gaps and rebound levels across four tickers. | -16.5% | tweet ↗ |
| 2026-10-15 | FPS | @Skineeman | +0.40 | Lists observed strikes, gaps and rebound levels across four tickers. | -25.2% | tweet ↗ |
| 2026-10-14 | LITE | @Skineeman | +0.72 | Buy FPS below 33, CRDO near 150, COHR below 250 and LITE below 875. — Provides explicit price-contingent buy instructions for four named securities. | -15.6% | tweet ↗ |
| 2026-10-14 | CRDO | @Skineeman | +0.72 | Buy FPS below 33, CRDO near 150, COHR below 250 and LITE below 875. — Provides explicit price-contingent buy instructions for four named securities. | -17.8% | tweet ↗ |
| 2026-10-14 | COHR | @Skineeman | +0.78 | Buy FPS below 33, CRDO near 150, COHR below 250 and LITE below 875. — Provides explicit price-contingent buy instructions for four named securities. | -20.5% | tweet ↗ |
| 2026-10-14 | FPS | @Skineeman | +0.72 | Buy FPS below 33, CRDO near 150, COHR below 250 and LITE below 875. — Provides explicit price-contingent buy instructions for four named securities. | -25.9% | tweet ↗ |
| 2026-10-12 | LITE | @Skineeman | +0.20 | Explains a new optical-transceiver standard and the roles of platform and component suppliers. | -24.0% | tweet ↗ |
| 2026-10-12 | AAOI | @Skineeman | +0.20 | Explains a new optical-transceiver standard and the roles of platform and component suppliers. | -32.9% | tweet ↗ |
| 2026-10-12 | CSCO | @Skineeman | +0.25 | Explains a new optical-transceiver standard and the roles of platform and component suppliers. | -7.7% | tweet ↗ |
| 2026-10-12 | APH | @Skineeman | +0.25 | Explains a new optical-transceiver standard and the roles of platform and component suppliers. | -14.0% | tweet ↗ |
| 2026-10-12 | COHR | @Skineeman | +0.20 | Explains a new optical-transceiver standard and the roles of platform and component suppliers. | -27.3% | tweet ↗ |
| 2026-10-12 | NVDA | @Skineeman | +0.35 | Explains a new optical-transceiver standard and the roles of platform and component suppliers. | -6.8% | tweet ↗ |
| 2026-10-12 | MRVL | @Skineeman | +0.00 | Lists five names on a watchlist without entries, levels or directional intent. | -14.0% | 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.