Author
@SVTrivo SVTrivo
grade Cx.com/SVTrivo ↗
Bilingual AI-semiconductor enthusiast bridging US chip names and Korean memory/foundry complex
Posts position-disclosed fundamental and thematic theses on
trader score
-2.27
hit rate
35%
mean α
-0.98%
signals 14d
111
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: 35% hit rate, -0.98% mean alpha, trader score -2.27. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 60 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @SVTrivo | · | Discusses SK Hynix's Indiana packaging milestone and policy pressure for U.S. memory fabs. | · | tweet ↗ |
| 2026-08-27 | CBRS | @SVTrivo | +0.25 | Argues Cerebras should preserve on-chip SRAM tasks and scale the broader system heterogeneously. | · | tweet ↗ |
| 2026-08-27 | · | @SVTrivo | · | Argues AI inference architecture is becoming memory-bandwidth-centric rather than compute-centric. | · | tweet ↗ |
| 2026-08-27 | UAL | @SVTrivo | +0.15 | Reports measured Starlink inflight Wi-Fi performance on a United flight. | -1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @SVTrivo | +0.30 | Frames Nvidia's Rubin-Groq pairing as evidence that heterogeneous, memory-defined inference systems will prevail. | -4.6% | tweet ↗ |
| 2026-08-27 | CBRS | @SVTrivo | +0.25 | Celebrates Cerebras leadership recognition on the TIME100 AI list. | · | tweet ↗ |
| 2026-08-27 | NVDA | @SVTrivo | +0.25 | Applauds Nvidia price targets but provides no values or source. | -4.6% | tweet ↗ |
| 2026-08-27 | DRAM | @SVTrivo | +0.85 | Will add more DRAM ETF exposure in a regular brokerage account. — Discloses a concentrated DRAM position and explicit intent to add more. | · | tweet ↗ |
| 2026-08-27 | AVGO | @SVTrivo | +0.40 | Argues custom ASICs are becoming major HBM customers, benefiting Samsung and Broadcom ecosystems. | -0.7% | tweet ↗ |
| 2026-08-27 | GOOGL | @SVTrivo | +0.20 | Argues custom ASICs are becoming major HBM customers, benefiting Samsung and Broadcom ecosystems. | +1.7% | tweet ↗ |
| 2026-08-27 | · | @SVTrivo | · | Concludes X Money works for high-yield parking but is poor as a primary checking account. | · | tweet ↗ |
| 2026-08-26 | NVDA | @SVTrivo | +0.45 | Frames AI chips as complementary growth opportunities around NVDA rather than a zero-sum replacement contest. | +3.8% | tweet ↗ |
| 2026-08-26 | TSLA | @SVTrivo | +0.40 | Reports Tesla Robotaxi extending daily operating hours across six U.S. cities. | +0.8% | tweet ↗ |
| 2026-08-26 | NVDA | @SVTrivo | +0.60 | Explicitly reports an NVDA earnings beat. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @SVTrivo | +0.20 | Meta agreed to a $16.7B settlement and new teen-account restrictions in participating U.S. states. | +0.3% | 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.