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
+1.65
hit rate
65%
mean α
+1.16%
signals 14d
34
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: 65% hit rate, +1.16% mean alpha, trader score +1.65. Their last-14d mentions, direction-adjusted, have moved -7.5% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-28 | BE | @Skineeman | -0.30 | May choose a put next week on BE. — Mentions choosing a put next week in weekly pick'em. | +7.5% | tweet ↗ |
| 2026-06-28 | DRMP | @Skineeman | +0.25 | Describes DRMP as a weekly income-driven hold with put credit spread strategy. | · | tweet ↗ |
| 2026-06-28 | · | @Skineeman | · | Bullish memory-sector thesis citing DRAM spot price. | · | tweet ↗ |
| 2026-06-28 | · | @Skineeman | · | Expresses aggressive bullishness on DRAM. | · | tweet ↗ |
| 2026-06-27 | AAPL | @Skineeman | +0.35 | Mocks bearish Apple-memory takes and says buy the dip. | +8.8% | tweet ↗ |
| 2026-06-27 | AAPL | @Skineeman | -0.45 | Frames Apple issue as losing China sales to Huawei, not memory demand. | +8.8% | tweet ↗ |
| 2026-06-27 | AAPL | @Skineeman | -0.25 | Says Apple needs local China memory but regulatory approval is unlikely. | +8.8% | tweet ↗ |
| 2026-06-27 | MU | @Skineeman | +0.25 | Dismisses negative chatter around MU. | -13.8% | tweet ↗ |
| 2026-06-25 | DRAM | @Skineeman | +0.30 | Minimal celebratory cashtag post. | · | tweet ↗ |
| 2026-06-25 | MU | @Skineeman | +0.55 | Presents memory stocks as replacing Magnificent 7. | -19.6% | tweet ↗ |
| 2026-06-25 | WDC | @Skineeman | +0.55 | Presents memory stocks as replacing Magnificent 7. | -20.2% | tweet ↗ |
| 2026-06-25 | SNDK | @Skineeman | +0.55 | Presents memory stocks as replacing Magnificent 7. | -25.3% | tweet ↗ |
| 2026-06-25 | STX | @Skineeman | +0.55 | Presents memory stocks as replacing Magnificent 7. | -20.0% | tweet ↗ |
| 2026-06-24 | MU | @Skineeman | +0.60 | Reposts demand thesis for MU with bullish framing. | -7.0% | tweet ↗ |
| 2026-06-24 | · | @Skineeman | · | Says many in group are long memory and expects profits tomorrow, but no explicit ticker. | · | 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.