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
+1.80
hit rate
65%
mean α
+0.36%
signals 14d
51
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, +0.36% mean alpha, trader score +1.80. Their last-14d mentions, direction-adjusted, have moved -8.2% since posting (mean over 46 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSM | @SKundojjala | +0.65 | TSMC says A14 should exceed N2 as N2 revenue scales rapidly and sets node-launch records. | +1.4% | tweet ↗ |
| 2026-10-15 | TSM | @SKundojjala | +0.65 | TSMC raises 2026 revenue-growth guidance to 44% while retaining $60–64B capex guidance. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @SKundojjala | +0.00 | Clarifies TSMC's accelerator definition and application-dependent backside power delivery. | -0.9% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.35 | Management says most capex serves long-term demand and revenue should outgrow capex. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.65 | TSMC reports strong large-reticle yields and readiness to serve demand if Intel EMI falls short. | -2.7% | tweet ↗ |
| 2026-10-14 | INTC | @SKundojjala | -0.25 | TSMC reports strong large-reticle yields and readiness to serve demand if Intel EMI falls short. | -11.4% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.50 | TSMC sees more customer activity on A14 and expects it to become larger than N2. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.20 | TSMC confirms it is evaluating a Texas fab and would operate any Terafab collaboration. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.55 | TSMC expects tighter 2027 capacity as customer demand keeps rising. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.75 | TSMC says demand exceeds supply and expects materially higher capex, margins, and profitability. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.60 | TSMC details major N2 capacity growth and multiple advanced-fab milestones through 2028. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.50 | TSMC is building 13 advanced fabs in Taiwan and five to six overseas. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.35 | TSMC is validating data-center construction and power availability against customer plans. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | +0.50 | TSMC raises 2026 revenue-growth guidance from at least 40% to 44%. | -2.7% | tweet ↗ |
| 2026-10-14 | TSM | @SKundojjala | -0.25 | Quantifies gross-margin dilution from overseas fab ramp-up now and over coming years. | -2.7% | 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.