Author
@StormDirac StormDirac
grade Bx.com/StormDirac ↗
Primary-sourced AI silicon-photonics supply-chain analyst with deep Sivers/CPO conviction
Tracks and interprets the AI optical-interconnect and co-pac
trader score
+0.86
hit rate
83%
mean α
+1.88%
signals 14d
4
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 6 scored bets: 83% hit rate, +1.88% mean alpha, trader score +0.86. Their last-14d mentions, direction-adjusted, have moved -14.8% since posting (mean over 2 mentions with price data).
Recent signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @StormDirac | · | Argues the AI-capex supercycle remains early despite perceived revenue deceleration. | · | tweet ↗ |
| 2026-10-14 | GFS | @StormDirac | +0.80 | Calls the referenced development game-changing for GlobalFoundries. | -9.3% | tweet ↗ |
| 2026-10-13 | · | @StormDirac | · | Describes a running optical-I/O system from Wiwynn, Ayar Labs, and GUC and analyzes its architecture and suppliers. | · | tweet ↗ |
| 2026-10-06 | MRVL | @StormDirac | +0.80 | Marvell's $70B–$90B FY31 framework is presented as support for its long-term case and the AI supercycle. | -20.4% | 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.