Author
@SKundojjala SKundojjala
grade Ax.com/SKundojjala ↗
Rigorous semiconductor supply-chain analyst decoding the AI compute stack from primary data
Decomposes semiconductor earnings, foundry/memory/WFE metric
trader score
+1.55
hit rate
80%
mean α
+1.37%
signals 14d
24
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: 80% hit rate, +1.37% mean alpha, trader score +1.55. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @SKundojjala | · | Reports raised scale-up optics outlook, strong data-center growth, and expanding CXL deployments. | · | tweet ↗ |
| 2026-08-28 | MRVL | @SKundojjala | +0.70 | Marvell raises multiyear revenue and data-center growth outlook after above-midpoint quarterly results. | — | tweet ↗ |
| 2026-08-27 | · | @SKundojjala | · | Reports customer concentration in revenue and accounts receivable, but company is unnamed. | · | tweet ↗ |
| 2026-08-27 | SNPS | @SKundojjala | +0.60 | Reports strong results and higher FY26 revenue and operating-margin guidance. | -4.8% | tweet ↗ |
| 2026-08-27 | SNPS | @SKundojjala | +0.35 | Details improving IP margins, EDA growth guidance, regional revenue, and Ansys contribution. | -4.8% | tweet ↗ |
| 2026-08-27 | SNPS | @SKundojjala | +0.40 | Reports record EDA and hardware revenue and renewed IP growth for Synopsys. | -4.8% | tweet ↗ |
| 2026-08-27 | TSM | @SKundojjala | +0.15 | Reports Qualcomm's HBC roadmap, commercialization timing, and claimed efficiency advantage. | -2.3% | tweet ↗ |
| 2026-08-27 | QCOM | @SKundojjala | +0.40 | Reports Qualcomm's HBC roadmap, commercialization timing, and claimed efficiency advantage. | -0.4% | tweet ↗ |
| 2026-08-27 | INTC | @SKundojjala | +0.50 | Reports very strong CPU demand and planned fab-capacity expansion. | -2.8% | tweet ↗ |
| 2026-08-27 | INTC | @SKundojjala | +0.60 | Reports Intel's upbeat 18A/14A yields, EMIB opportunity, and packaging-margin targets. | -2.8% | tweet ↗ |
| 2026-08-24 | SNDK | @SKundojjala | -0.30 | YMTC revenue, utilization and capex metrics show competitive scale above Micron and SanDisk NAND. | -0.5% | tweet ↗ |
| 2026-08-24 | MU | @SKundojjala | -0.30 | YMTC revenue, utilization and capex metrics show competitive scale above Micron and SanDisk NAND. | +2.5% | tweet ↗ |
| 2026-08-23 | TSM | @SKundojjala | +0.65 | Quantifies accelerating foundry revenue, utilization and TSMC's dominant share of the industry's gross-profit pool. | -0.3% | tweet ↗ |
| 2026-08-18 | 2454.TW | @SKundojjala | +0.10 | Quantifies Apple's accelerated N2 ramp and identifies TSMC customer adoption. | · | tweet ↗ |
| 2026-08-18 | TSM | @SKundojjala | +0.35 | Quantifies Apple's accelerated N2 ramp and identifies TSMC customer adoption. | +1.0% | 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.