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
+0.56
hit rate
67%
mean α
+0.50%
signals 14d
12
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 12 scored bets: 67% hit rate, +0.50% mean alpha, trader score +0.56. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 7 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | MRVL | @StormDirac | +0.65 | Reports Q2 revenue and EPS beats plus above-consensus Q3 revenue and EPS guidance. | -10.3% | tweet ↗ |
| 2026-08-26 | SEYE | @StormDirac | +0.90 | Bought more SEYE today, targeting roughly SEK 300–600 by 2030. — Adds after a 30% decline, citing growth, backlog, accounting changes and improved prospective returns. | · | tweet ↗ |
| 2026-08-26 | NVDA | @StormDirac | +0.60 | Nvidia beat Q2 revenue and EPS estimates and guided Q3 revenue above consensus. | +3.8% | tweet ↗ |
| 2026-08-22 | AXTI | @StormDirac | +0.40 | Needham upgraded AXTI to Buy after record Q2 results and strong InP guidance. | -17.1% | tweet ↗ |
| 2026-08-22 | SEYE | @StormDirac | +0.70 | Lists reporting dates and explicit expectations for five semiconductor-related companies. | · | tweet ↗ |
| 2026-08-22 | SIVE | @StormDirac | -0.20 | Lists reporting dates and explicit expectations for five semiconductor-related companies. | · | tweet ↗ |
| 2026-08-22 | SMTC | @StormDirac | +0.00 | Lists reporting dates and explicit expectations for five semiconductor-related companies. | +5.7% | tweet ↗ |
| 2026-08-22 | NVDA | @StormDirac | +0.20 | Lists reporting dates and explicit expectations for five semiconductor-related companies. | +1.3% | tweet ↗ |
| 2026-08-22 | MRVL | @StormDirac | +0.60 | Lists reporting dates and explicit expectations for five semiconductor-related companies. | -8.6% | tweet ↗ |
| 2026-08-17 | · | @StormDirac | · | Frames indium phosphide as following the memory industry's development path. | · | tweet ↗ |
| 2026-08-15 | LAZR | @StormDirac | +0.20 | Lumentum posted record fiscal Q4 revenue, 109% growth and gross margin above 50%, ahead of schedule. | · | tweet ↗ |
| 2026-08-15 | LITE | @StormDirac | +0.70 | Lumentum posted record fiscal Q4 revenue, 109% growth and gross margin above 50%, ahead of schedule. | -3.4% | 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.