Author
@T_h_e_Circuit T_h_e_Circuit
grade Cx.com/T_h_e_Circuit ↗
Industry-insider semiconductor podcast synthesizing the full AI-compute supply chain
Surface a podcast (The Circuit) by named semis analysts, pos
trader score
+1.32
hit rate
86%
mean α
+2.02%
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 7 scored bets: 86% hit rate, +2.02% mean alpha, trader score +1.32. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 3 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | QCOM | @T_h_e_Circuit | +0.05 | Podcast agenda on Qualcomm, Micron, memory, and Nvidia pricing power. | -3.1% | tweet ↗ |
| 2026-07-01 | NVDA | @T_h_e_Circuit | +0.15 | Podcast agenda on Qualcomm, Micron, memory, and Nvidia pricing power. | -1.4% | tweet ↗ |
| 2026-07-01 | MU | @T_h_e_Circuit | +0.25 | Podcast agenda on Qualcomm, Micron, memory, and Nvidia pricing power. | -5.5% | 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.