Author
@snmart snmart
grade Ax.com/snmart ↗
AI-infrastructure supply-chain hunter chasing obscure upstream packaging and photonics plays
Original bottom-up thematic analysis connecting AI compute d
trader score
-1.61
hit rate
30%
mean α
-1.27%
signals 14d
57
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: 30% hit rate, -1.27% mean alpha, trader score -1.61. Their last-14d mentions, direction-adjusted, have moved -18.8% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | AAOI | @snmart | +0.60 | Reaffirms the AAOI investment thesis despite the stock falling to $86. | -21.7% | tweet ↗ |
| 2026-10-14 | NAUT | @snmart | +0.55 | Highlights NAUT's relative strength, up 2% while the broader market declines. | · | tweet ↗ |
| 2026-10-14 | · | @snmart | · | Meme frames war, Chinese memory advances and hot CPI as rescuing an AI short. | · | tweet ↗ |
| 2026-10-14 | IWM | @snmart | -0.55 | IWM broke below its 200-day average for the third time amid a hot CPI print. | +1.6% | tweet ↗ |
| 2026-10-13 | IREN | @snmart | +0.80 | Explicitly remains very bullish on IREN based on power, contracts and AI capacity targets. | -28.4% | tweet ↗ |
| 2026-10-13 | MRVL | @snmart | +0.35 | Marvell unveils new retimer and AEC DSP products while copper remains competitive in AI racks. | -15.0% | tweet ↗ |
| 2026-10-13 | AVGO | @snmart | +0.20 | Marvell unveils new retimer and AEC DSP products while copper remains competitive in AI racks. | -10.0% | tweet ↗ |
| 2026-10-13 | IWM | @snmart | -0.65 | IWM broke below its 200-day average and may face more pressure from rates and inflation. | -0.3% | tweet ↗ |
| 2026-10-13 | · | @snmart | · | Sarcastically mocks technical-analysis methods as infallibly predicting a rally. | · | tweet ↗ |
| 2026-10-13 | TER | @snmart | +0.40 | Identifies CPO testing as an emerging photonics theme and names five companies to watch. | -18.8% | tweet ↗ |
| 2026-10-13 | AEHR | @snmart | +0.40 | Identifies CPO testing as an emerging photonics theme and names five companies to watch. | -28.6% | tweet ↗ |
| 2026-10-13 | FORM | @snmart | +0.40 | Identifies CPO testing as an emerging photonics theme and names five companies to watch. | -23.1% | tweet ↗ |
| 2026-10-13 | KEYS | @snmart | +0.40 | Identifies CPO testing as an emerging photonics theme and names five companies to watch. | -15.0% | tweet ↗ |
| 2026-10-13 | VIAV | @snmart | +0.40 | Identifies CPO testing as an emerging photonics theme and names five companies to watch. | -26.2% | tweet ↗ |
| 2026-10-13 | CBRS | @snmart | +0.30 | Despite a continuing selloff, author says CBRS risk-reward is improving at about 13x projected FY2027 revenue. | — | 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.