Author
@Unclestocknotes Unclestocknotes
grade Bx.com/Unclestocknotes ↗
Anonymous AI-hardware supply-chain analyst mapping capex themes to tickered beneficiary baskets
Writes long-form, tickered theses on the AI semiconductor an
trader score
-2.21
hit rate
30%
mean α
-0.68%
signals 14d
327
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: 30% hit rate, -0.68% mean alpha, trader score -2.21. Their last-14d mentions, direction-adjusted, have moved -8.4% since posting (mean over 275 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | LITE | @Unclestocknotes | +0.00 | Identifies LITE and COHR as a co-packaged-optics thematic pair without a stated stance. | -8.2% | tweet ↗ |
| 2026-10-16 | COHR | @Unclestocknotes | +0.00 | Identifies LITE and COHR as a co-packaged-optics thematic pair without a stated stance. | -10.1% | tweet ↗ |
| 2026-10-14 | CEG | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -9.3% | tweet ↗ |
| 2026-10-14 | VRT | @Unclestocknotes | +0.45 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -12.8% | tweet ↗ |
| 2026-10-14 | ETN | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -10.5% | tweet ↗ |
| 2026-10-14 | AMAT | @Unclestocknotes | +0.35 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -15.5% | tweet ↗ |
| 2026-10-14 | GEV | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -13.5% | tweet ↗ |
| 2026-10-14 | VST | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -7.7% | tweet ↗ |
| 2026-10-14 | CEG | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -9.3% | tweet ↗ |
| 2026-10-14 | ETN | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -10.5% | tweet ↗ |
| 2026-10-14 | VRT | @Unclestocknotes | +0.45 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -12.8% | tweet ↗ |
| 2026-10-14 | AMAT | @Unclestocknotes | +0.35 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -15.5% | tweet ↗ |
| 2026-10-14 | GEV | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -13.5% | tweet ↗ |
| 2026-10-14 | VST | @Unclestocknotes | +0.40 | Maps AI data-center bottlenecks to power, grid, utility and semiconductor-equipment beneficiaries. | -7.7% | tweet ↗ |
| 2026-10-14 | XOM | @Unclestocknotes | +0.20 | Reports attacks affecting Saudi and Hormuz infrastructure while outlining possible energy, shipping and defense exposure. | +3.5% | 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.