Author

@SVTrivo SVTrivo

Bilingual AI-semiconductor enthusiast bridging US chip names and Korean memory/foundry complex

Posts position-disclosed fundamental and thematic theses on

trader score
-0.52
hit rate
50%
mean α
-0.22%
signals 14d
105

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: 50% hit rate, -0.22% mean alpha, trader score -0.52. Their last-14d mentions, direction-adjusted, have moved -5.6% since posting (mean over 68 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16SPCX@SVTrivo+0.70Enthusiastically praises collaboration between Tesla and SpaceX.·
2026-10-16TSLA@SVTrivo+0.70Enthusiastically praises collaboration between Tesla and SpaceX.+4.9%
2026-10-16SPCX@SVTrivo+0.65Describes a Tesla Roadster demonstration as the result of Tesla-SpaceX collaboration.·
2026-10-16TSLA@SVTrivo+0.65Describes a Tesla Roadster demonstration as the result of Tesla-SpaceX collaboration.+4.9%
2026-10-15·@SVTrivo·Discloses a direct Korean investment in LIVSMED after an approximately 28% daily gain.·
2026-10-15CBRS@SVTrivo-0.20Cerebras achieved high inference speed but lacked capacity to satisfy OpenAI's desired scale.—
2026-10-15ACHR@SVTrivo-0.10Reports a battery-test fire at Archer while relaying management's claim that impact was limited.-8.4%
2026-10-14IBKR@SVTrivo+0.45Explains new IBKR-linked access for US retail investors to trade Korean common shares.-4.6%
2026-10-14·@SVTrivo·Forecasts steadily increasing market demand for RAM.·
2026-10-14·@SVTrivo·Reports Samsung and SK Hynix falling roughly 9–11%.·
2026-10-14AMD@SVTrivo+0.45Details AMD's Ryzen AI Halo capabilities and clarifies its launch timing and pricing.-9.5%
2026-10-14AMAT@SVTrivo+0.05Recommends an overview of semiconductor-equipment companies and major 2026 industry themes.-15.5%
2026-10-14ASML@SVTrivo+0.05Recommends an overview of semiconductor-equipment companies and major 2026 industry themes.-4.7%
2026-10-14KLAC@SVTrivo+0.05Recommends an overview of semiconductor-equipment companies and major 2026 industry themes.-18.6%
2026-10-14ASML@SVTrivo+0.30AI demand exceeds planned tool capacity while customers explore customized production equipment.-4.7%

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.