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
-4.28
hit rate
10%
mean α
-3.06%
signals 14d
22
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: 10% hit rate, -3.06% mean alpha, trader score -4.28. Their last-14d mentions, direction-adjusted, have moved -11.0% since posting (mean over 21 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-27 | MU | @SKundojjala | +0.35 | Micron mobile gross profit and revenue metrics show major growth, with sustainability questioned. | -13.8% | tweet ↗ |
| 2026-06-25 | · | @SKundojjala | · | Constructive but unnamed company reference requires context. | · | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.45 | QCOM DC forecast viewed as enough to cover lost Apple revenue even with misses. | -14.0% | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.35 | QCOM forecasts Android growth and points to agentic AI devices and smart glasses. | -14.0% | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.45 | QCOM auto pipeline and revenue targets are highlighted with multiple figures. | -14.0% | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.50 | QCOM reports custom CPU win with Meta and Azure HBC deployment. | -14.0% | tweet ↗ |
| 2026-06-25 | META | @SKundojjala | +0.05 | QCOM reports custom CPU win with Meta and Azure HBC deployment. | +7.4% | tweet ↗ |
| 2026-06-25 | MSFT | @SKundojjala | +0.05 | QCOM reports custom CPU win with Meta and Azure HBC deployment. | +10.7% | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.45 | QCOM introduced C1000 CPU and HBC technical roadmap with timing. | -14.0% | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.50 | QCOM FY29 non-handset revenue target upgraded to $40B from prior $22B. | -14.0% | tweet ↗ |
| 2026-06-25 | QCOM | @SKundojjala | +0.50 | Qualcomm IR Day highlights datacenter targets and diversification strategy. | -14.0% | tweet ↗ |
| 2026-06-25 | MU | @SKundojjala | +0.35 | Server unit growth and DRAM inventory metrics support memory demand. | -19.6% | tweet ↗ |
| 2026-06-25 | MU | @SKundojjala | +0.45 | NAND growth, DC SSD revenue, capex and fab timing indicate strong memory cycle. | -19.6% | tweet ↗ |
| 2026-06-25 | MU | @SKundojjala | +0.55 | DRAM and NAND revenue rose sharply with strong ASPs. | -19.6% | tweet ↗ |
| 2026-06-25 | MU | @SKundojjala | +0.45 | SCA revenue coverage, RPO and deposits support margin visibility. | -19.6% | 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.