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
-0.75
hit rate
40%
mean α
-0.61%
signals 14d
69
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: 40% hit rate, -0.61% mean alpha, trader score -0.75. Their last-14d mentions, direction-adjusted, have moved -5.1% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | SPCX | @SVTrivo | +0.00 | Korean post criticizes Mirae handling of SpaceX IPO allocation process. | · | tweet ↗ |
| 2026-06-30 | SPCX | @SVTrivo | +0.00 | Describes author receiving SpaceX IPO share request confirmation instructions. | · | tweet ↗ |
| 2026-06-30 | SPCX | @SVTrivo | +0.00 | Explains author participation steps in SpaceX IPO and IOI process. | · | tweet ↗ |
| 2026-06-30 | · | @SVTrivo | · | Korean post discusses SpaceX IPO allocation issue and asks about compensation. | · | tweet ↗ |
| 2026-06-30 | · | @SVTrivo | · | Reports FuriosaAI SDK 2026.3 release for RNGD NPU and scalable AI inference hardware. | · | tweet ↗ |
| 2026-06-30 | TSM | @SVTrivo | -0.20 | Claims NVIDIA canceled 4-die Rubin Ultra due to TSMC CoWoS-L warpage and pivoted lower performance. | -9.1% | tweet ↗ |
| 2026-06-30 | NVDA | @SVTrivo | -0.45 | Claims NVIDIA canceled 4-die Rubin Ultra due to TSMC CoWoS-L warpage and pivoted lower performance. | -2.6% | tweet ↗ |
| 2026-06-30 | NVDA | @SVTrivo | +0.45 | Mocks Burry shorting NVDA and TSLA as fighting the future, implying bullish stance. | -2.6% | tweet ↗ |
| 2026-06-30 | TSLA | @SVTrivo | +0.45 | Mocks Burry shorting NVDA and TSLA as fighting the future, implying bullish stance. | -6.5% | tweet ↗ |
| 2026-06-30 | INTC | @SVTrivo | +0.25 | Mentions Intel 18A to Terafab as hot foundry news. | -13.8% | tweet ↗ |
| 2026-06-30 | · | @SVTrivo | · | Discusses Japan carry trade spread using ~1% borrowing versus 6% X Money yield. | · | tweet ↗ |
| 2026-06-30 | INTC | @SVTrivo | +0.15 | Mentions Intel Santa Clara groundbreaking with limited context. | -13.8% | tweet ↗ |
| 2026-06-30 | IBKR | @SVTrivo | +0.15 | Says author already owns SK Hynix stock and explains trading Korean stocks through IBKR. | +4.9% | tweet ↗ |
| 2026-06-30 | · | @SVTrivo | · | Frames margin borrowing at 4.25% to earn 6% as arbitrage versus risk. | · | tweet ↗ |
| 2026-06-30 | · | @SVTrivo | · | Bullish on X Money versus SoFi APY but no public ticker directly emitted. | · | 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.