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
-0.68
hit rate
12%
mean α
-0.89%
signals 14d
19
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 8 scored bets: 12% hit rate, -0.89% mean alpha, trader score -0.68. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @T_h_e_Circuit | · | Questions the durability and debt economics of treating rapidly depreciating compute as an investable asset. | · | tweet ↗ |
| 2026-08-26 | NVDA | @T_h_e_Circuit | -0.25 | Questions whether Nvidia-financed customer demand is economically viable without Nvidia's capital. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @T_h_e_Circuit | · | Explains why immature six-inch indium-phosphide production is not yet delivering theoretical cost benefits. | · | tweet ↗ |
| 2026-08-25 | · | @T_h_e_Circuit | · | Explains manufacturing tradeoffs among LPO, NPO and CPO optical-networking architectures. | · | tweet ↗ |
| 2026-08-25 | MRVL | @T_h_e_Circuit | +0.45 | Says the Marvell-Google deal expands TPU peripheral-IP work and diversifies Marvell beyond Amazon. | -9.9% | tweet ↗ |
| 2026-08-25 | AMZN | @T_h_e_Circuit | +0.05 | Says the Marvell-Google deal expands TPU peripheral-IP work and diversifies Marvell beyond Amazon. | +2.1% | tweet ↗ |
| 2026-08-25 | AVGO | @T_h_e_Circuit | +0.10 | Says the Marvell-Google deal expands TPU peripheral-IP work and diversifies Marvell beyond Amazon. | +3.4% | tweet ↗ |
| 2026-08-25 | GOOGL | @T_h_e_Circuit | +0.15 | Says the Marvell-Google deal expands TPU peripheral-IP work and diversifies Marvell beyond Amazon. | -0.1% | tweet ↗ |
| 2026-08-25 | ADI | @T_h_e_Circuit | +0.45 | ADI management quantified a large analog opportunity from expected data-center power infrastructure. | -3.2% | tweet ↗ |
| 2026-08-25 | MRVL | @T_h_e_Circuit | +0.10 | Episode agenda covers ADI earnings, AI power, custom silicon, Marvell-Google and semiconductor financing. | -9.9% | tweet ↗ |
| 2026-08-25 | AVGO | @T_h_e_Circuit | +0.05 | Episode agenda covers ADI earnings, AI power, custom silicon, Marvell-Google and semiconductor financing. | +3.4% | tweet ↗ |
| 2026-08-25 | ADI | @T_h_e_Circuit | +0.10 | Episode agenda covers ADI earnings, AI power, custom silicon, Marvell-Google and semiconductor financing. | -3.2% | tweet ↗ |
| 2026-08-25 | GOOGL | @T_h_e_Circuit | +0.05 | Episode agenda covers ADI earnings, AI power, custom silicon, Marvell-Google and semiconductor financing. | -0.1% | tweet ↗ |
| 2026-08-19 | NVDA | @T_h_e_Circuit | +0.00 | Podcast agenda covers optical networking, semiconductor supply, AI attachment and compute financing themes | -0.0% | tweet ↗ |
| 2026-08-19 | AMAT | @T_h_e_Circuit | +0.00 | Podcast agenda covers optical networking, semiconductor supply, AI attachment and compute financing themes | -7.0% | 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.