Author
@vikramskr vikramskr
grade Ax.com/vikramskr ↗
Engineering-grade AI-datacenter supply-chain analyst who reasons from physics to tickers
Publishes original thematic research on the AI-infrastructur
trader score
+1.57
hit rate
55%
mean α
+1.05%
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 20 scored bets: 55% hit rate, +1.05% mean alpha, trader score +1.57. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | MSFT | @vikramskr | +0.25 | Highlights Microsoft's newly introduced Maia 300 accelerator and directs readers to technical details. | -2.8% | tweet ↗ |
| 2026-10-14 | TSM | @vikramskr | +0.45 | Praises TSMC's aggressive competitive stance and quotes its intent to capture available demand. | -2.7% | tweet ↗ |
| 2026-10-14 | CRDO | @vikramskr | -0.05 | Questions Credo's optical-backplane positioning and how optics would coexist with copper. | -17.8% | tweet ↗ |
| 2026-10-13 | CRDO | @vikramskr | -0.25 | Reports no working microVCSEL demonstration while observing microLED activity near Credo. | -25.7% | tweet ↗ |
| 2026-10-12 | AMD | @vikramskr | +0.25 | Reports Lisa Su's announcement of AMD's Verano head-node CPU. | -13.0% | tweet ↗ |
| 2026-10-12 | · | @vikramskr | · | Identifies chips, power, and capital as constraints on the AI buildout. | · | tweet ↗ |
| 2026-10-12 | ANET | @vikramskr | +0.15 | Compares USFP and XPO approaches to higher-density pluggable optics. | -18.3% | tweet ↗ |
| 2026-10-12 | CSCO | @vikramskr | +0.15 | Compares USFP and XPO approaches to higher-density pluggable optics. | -7.7% | tweet ↗ |
| 2026-10-12 | NVDA | @vikramskr | +0.15 | Compares USFP and XPO approaches to higher-density pluggable optics. | -6.8% | tweet ↗ |
| 2026-10-11 | · | @vikramskr | · | Explains PAM6 as a possible way to extend passive-copper interconnect reach beyond PAM4. | · | tweet ↗ |
| 2026-10-08 | SNPS | @vikramskr | +0.60 | Bullish on AI-assisted chip design and highlights Synopsys moving toward a royalty-based model. | -13.6% | tweet ↗ |
| 2026-10-07 | · | @vikramskr | · | Technical takeaways identify architectural and infrastructure constraints for 400G AI networking. | · | tweet ↗ |
| 2026-10-06 | GOOG | @vikramskr | -0.65 | Criticizes Google's execution speed and recent innovation performance. | -7.9% | tweet ↗ |
| 2026-10-05 | CIEN | @vikramskr | -0.15 | Questions whether the wider and longer configuration resembles a CPO application. | -17.8% | tweet ↗ |
| 2026-10-03 | LITE | @vikramskr | +0.30 | Explicitly identifies LITE bullishness as an example of the author's differentiated semiconductor research. | -30.3% | 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.