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
+1.03
hit rate
50%
mean α
+1.02%
signals 14d
52
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: 50% hit rate, +1.02% mean alpha, trader score +1.03. Their last-14d mentions, direction-adjusted, have moved -5.2% since posting (mean over 33 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Skineeman | · | Argues equity upside will remain capped until bond yields trend lower. | · | tweet ↗ |
| 2026-08-26 | OKTA | @Skineeman | +0.80 | Reports a completed call trade and subsequent earnings-driven breakout. | +23.7% | tweet ↗ |
| 2026-08-25 | · | @Skineeman | · | References a visualization of the past month's AI trade without visible numerical details. | · | tweet ↗ |
| 2026-08-25 | AVGO | @Skineeman | +0.75 | Praises the capability of OpenAI and Broadcom's first-generation chip. | +3.4% | tweet ↗ |
| 2026-08-23 | SNDK | @Skineeman | -0.30 | Attributes global tech weakness to disappointment over Samsung's capital-return plan. | -7.0% | tweet ↗ |
| 2026-08-23 | SPY | @Skineeman | -0.15 | Attributes global tech weakness to disappointment over Samsung's capital-return plan. | +0.5% | tweet ↗ |
| 2026-08-23 | QQQ | @Skineeman | -0.20 | Attributes global tech weakness to disappointment over Samsung's capital-return plan. | +0.4% | tweet ↗ |
| 2026-08-23 | SPX | @Skineeman | -0.15 | Attributes global tech weakness to disappointment over Samsung's capital-return plan. | · | tweet ↗ |
| 2026-08-23 | SKHY | @Skineeman | -0.45 | Attributes global tech weakness to disappointment over Samsung's capital-return plan. | · | tweet ↗ |
| 2026-08-23 | MU | @Skineeman | -0.30 | Attributes global tech weakness to disappointment over Samsung's capital-return plan. | -3.5% | tweet ↗ |
| 2026-08-23 | SNDK | @Skineeman | +0.55 | Bullish memory-supplier thesis cites pricing leverage and unavoidable high-bandwidth-memory demand. | -7.0% | tweet ↗ |
| 2026-08-23 | SKHY | @Skineeman | +0.55 | Bullish memory-supplier thesis cites pricing leverage and unavoidable high-bandwidth-memory demand. | · | tweet ↗ |
| 2026-08-23 | MU | @Skineeman | +0.55 | Bullish memory-supplier thesis cites pricing leverage and unavoidable high-bandwidth-memory demand. | -3.5% | tweet ↗ |
| 2026-08-23 | OKTA | @Skineeman | +0.00 | States that OKTA reports earnings Wednesday. | +23.0% | tweet ↗ |
| 2026-08-22 | · | @Skineeman | · | Argues lower memory pricing could suppress supply expansion and prolong scarcity while forcing AI labs toward efficiency. | · | 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.