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
+0.17
hit rate
50%
mean α
+0.34%
signals 14d
3
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 16 scored bets: 50% hit rate, +0.34% mean alpha, trader score +0.17. Their last-14d mentions, direction-adjusted, have moved -8.1% since posting (mean over 1 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | SIVE | @StormDirac | +0.55 | Sivers direct share issue upsized from SEK 600M to SEK 700M due to strong institutional demand. | · | tweet ↗ |
| 2026-06-28 | MRVL | @StormDirac | +0.30 | Shared article title says Marvell and CW DFB laser supply chain may get expensive. | -8.1% | tweet ↗ |
| 2026-06-24 | SIVE | @StormDirac | +0.30 | Blu Wireless with SIVE inside won Deutsche Bahn Rail Transfer Challenge. | · | 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.