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
-1.97
hit rate
40%
mean α
-0.99%
signals 14d
138
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, -0.99% mean alpha, trader score -1.97. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 118 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @Unclestocknotes | +0.15 | Praises Synopsys growth, margin expansion, Ansys integration, deleveraging, and capital allocation. | -4.6% | tweet ↗ |
| 2026-08-27 | SNPS | @Unclestocknotes | +0.75 | Praises Synopsys growth, margin expansion, Ansys integration, deleveraging, and capital allocation. | -4.8% | tweet ↗ |
| 2026-08-27 | ONDS | @Unclestocknotes | +0.35 | Highlights Ondas technology for safer and more efficient mine-clearing operations. | -9.7% | tweet ↗ |
| 2026-08-27 | MU | @Unclestocknotes | +0.40 | Micron announces a $10B U.S. R&D laboratory investment. | -0.3% | tweet ↗ |
| 2026-08-27 | PANW | @Unclestocknotes | +0.55 | Argues Palo Alto is acquiring the next control layer in AI security. | -2.9% | tweet ↗ |
| 2026-08-27 | NVTS | @Unclestocknotes | +0.45 | Navitas agreed to acquire Claros for up to $232.8M to expand its AI power platform. | -8.2% | tweet ↗ |
| 2026-08-27 | NVTS | @Unclestocknotes | +0.45 | Navitas signed a definitive agreement to buy Claros for up to $232.8M. | -8.2% | tweet ↗ |
| 2026-08-27 | NVDA | @Unclestocknotes | -0.25 | Reports deliberations on broader U.S. chip tariffs that may include data-center servers. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @Unclestocknotes | +0.25 | Frames Nvidia's core business as stronger than GAAP headlines but flags balance-sheet complexity. | -4.6% | tweet ↗ |
| 2026-08-26 | · | @Unclestocknotes | · | Questions how much of Altman's attention-grabbing vision has actually been implemented. | · | tweet ↗ |
| 2026-08-26 | MU | @Unclestocknotes | +0.25 | Argues a bearish HBM headline omitted context and that total HBM demand may not fall proportionally. | -0.6% | tweet ↗ |
| 2026-08-25 | AAPL | @Unclestocknotes | +0.40 | Details Apple's new M6 and M5 Pro Mac mini launch, specifications, pricing and release date. | +3.2% | tweet ↗ |
| 2026-08-25 | NVDA | @Unclestocknotes | +0.50 | Analyzes Nvidia's Jetson Orin Nano 2 launch as a catalyst for edge AI and Physical AI adoption. | +2.1% | tweet ↗ |
| 2026-08-25 | NVDA | @Unclestocknotes | +0.50 | Frames Nvidia's Jetson launch as evidence of expanding edge inference and Physical AI demand. | +2.1% | tweet ↗ |
| 2026-08-25 | ASX | @Unclestocknotes | +0.50 | Supply-chain thesis favors HBM and packaging firms while questioning high TPU-volume assumptions. | +1.9% | 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.