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
+0.63
hit rate
67%
mean α
+0.48%
signals 14d
11
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 9 scored bets: 67% hit rate, +0.48% mean alpha, trader score +0.63. Their last-14d mentions, direction-adjusted, have moved -9.1% since posting (mean over 11 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | MRVL | @T_h_e_Circuit | +0.15 | Podcast outlines semiconductor infrastructure, grid bottlenecks, wafer allocation and foundry risks. | -6.8% | tweet ↗ |
| 2026-10-14 | AMD | @T_h_e_Circuit | +0.25 | Podcast outlines semiconductor infrastructure, grid bottlenecks, wafer allocation and foundry risks. | -9.5% | tweet ↗ |
| 2026-10-14 | AMAT | @T_h_e_Circuit | +0.00 | Podcast outlines semiconductor infrastructure, grid bottlenecks, wafer allocation and foundry risks. | -15.5% | tweet ↗ |
| 2026-10-14 | TSM | @T_h_e_Circuit | +0.10 | Podcast outlines semiconductor infrastructure, grid bottlenecks, wafer allocation and foundry risks. | -2.7% | tweet ↗ |
| 2026-10-14 | INTC | @T_h_e_Circuit | -0.15 | Podcast outlines semiconductor infrastructure, grid bottlenecks, wafer allocation and foundry risks. | -11.4% | tweet ↗ |
| 2026-10-06 | MU | @T_h_e_Circuit | +0.10 | Outlines a semiconductor-cycle discussion spanning memory, networking, financing, and AI economics. | -16.1% | tweet ↗ |
| 2026-10-06 | HPE | @T_h_e_Circuit | +0.10 | Outlines a semiconductor-cycle discussion spanning memory, networking, financing, and AI economics. | -19.6% | tweet ↗ |
| 2026-10-06 | AVGO | @T_h_e_Circuit | +0.10 | Outlines a semiconductor-cycle discussion spanning memory, networking, financing, and AI economics. | -14.4% | tweet ↗ |
| 2026-10-06 | TSLA | @T_h_e_Circuit | +0.00 | Outlines a semiconductor-cycle discussion spanning memory, networking, financing, and AI economics. | -2.2% | tweet ↗ |
| 2026-10-06 | TSM | @T_h_e_Circuit | +0.10 | Outlines a semiconductor-cycle discussion spanning memory, networking, financing, and AI economics. | -13.2% | tweet ↗ |
| 2026-10-06 | NVDA | @T_h_e_Circuit | +0.10 | Outlines a semiconductor-cycle discussion spanning memory, networking, financing, and AI economics. | -11.8% | 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.