@vikramskr vikramskr
Engineering-grade AI-datacenter supply-chain analyst who reasons from physics to tickers
Publishes original thematic research on the AI-infrastructur
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 65% hit rate, +1.18% mean alpha, trader score +1.23. Their last-14d mentions, direction-adjusted, have moved -5.1% since posting (mean over 7 mentions with price data).
This author is mainly mapping semiconductor infrastructure themes rather than issuing outright trades: optical interconnect, AI pluggables, advanced packaging, local AI compute, and AMD software optimization. The distinctive read is technical and supply-chain oriented, with constructive attention on AVGO, LITE, XPO, DELL, and AMD, while flagging a negative QCOM personnel datapoint. No explicit position disclosures or directional trade calls appeared in this window.
The window is concentrated in semiconductor infrastructure, especially optical interconnects, advanced packaging, and AMD software optimization. There are no explicit adds, trims, exits, or directional trade calls; the clearest negative datapoint is QCOM tied to Nuvia team departures. Concentration is highest in AMD and INTC mentions, but most signals are thematic rather than position-driven.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | QCOM | @vikramskr | -0.10 | Says glad he exited RF before QCOM did. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @vikramskr | +0.00 | Asks why Google changed its mind without clear stance. | — | tweet ↗ |
| 2026-07-02 | AVGO | @vikramskr | +0.45 | Says AVGO has been working on 3.2T VCSEL NPO for a while. | — | tweet ↗ |
| 2026-06-29 | QCOM | @vikramskr | +0.45 | High Bandwidth Compute is called Qualcomm's trump card in the AI era and key to future trajectory. | -6.6% | tweet ↗ |
| 2026-06-29 | NVDA | @vikramskr | -0.20 | NVIDIA Rubin Ultra design change framed as CoWoS limitation. | -0.1% | tweet ↗ |
| 2026-06-29 | OUST | @vikramskr | +0.20 | Mentions Ouster getting attention for physical AI while promoting lidar explainer. | -7.8% | tweet ↗ |
| 2026-06-24 | · | @vikramskr | · | Criticizes robotics company marketing and says home-cleaning utility would sell better. | · | tweet ↗ |
| 2026-06-24 | CRBS | @vikramskr | -0.45 | Critical take that CRBS knew WSE SRAM per rack constraints and is surprised by rack needs. | · | tweet ↗ |
| 2026-06-21 | AMD | @vikramskr | +0.25 | Mentions AMD acquisition of MEXT as a sign software optimizations can help. | -3.6% | tweet ↗ |
| 2026-06-21 | XPO | @vikramskr | +0.35 | Calls XPO a contender in the AI pluggable era while cautioning against CPO/NPO hype. | · | tweet ↗ |
| 2026-06-20 | · | @vikramskr | · | Discusses SPHBM4 technical specs, bandwidth, pin count, and packaging implications. | · | tweet ↗ |
| 2026-06-20 | DELL | @vikramskr | +0.25 | Dell GB10 machines are cited in a cost framework for running large AI models locally. | -3.7% | tweet ↗ |
| 2026-06-19 | AMD | @vikramskr | +0.10 | Weekly semi update title mentions AMD-MEXT, 200G VCSELs, and INTC without a clear stance. | -3.6% | tweet ↗ |
| 2026-06-19 | INTC | @vikramskr | +0.10 | Weekly semi update title mentions AMD-MEXT, 200G VCSELs, and INTC without a clear stance. | -10.2% | 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.