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
-3.61
hit rate
15%
mean α
-2.29%
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: 15% hit rate, -2.29% mean alpha, trader score -3.61. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | QCOM | @vikramskr | -0.30 | Criticizes Qualcomm's branding and messaging around HBC across data-center and edge-AI products. | -0.4% | tweet ↗ |
| 2026-08-26 | · | @vikramskr | · | Reveals ox-alpha was GLM-5.3 Flash after processing 23T tokens in six days. | · | tweet ↗ |
| 2026-08-25 | CRBS | @vikramskr | +0.00 | Clarifies CS-6 memory design and retracts attribution of a 2029 timeline. | · | tweet ↗ |
| 2026-08-25 | CRBS | @vikramskr | +0.30 | Claims Cerebras CS-6 will use hybrid-bonded DRAM on SRAM and is expected in 2029. | · | tweet ↗ |
| 2026-08-24 | ARM | @vikramskr | +0.00 | Points to technical details about ARM's AGI CPU without expressing direction. | +0.1% | tweet ↗ |
| 2026-08-24 | · | @vikramskr | · | Argues lower-stack HBM and custom logic-node base dies will become the industry norm. | · | tweet ↗ |
| 2026-08-24 | NVDA | @vikramskr | -0.45 | Critiques Nvidia Vera benchmarks as selective and notes stronger AMD and Intel comparison points. | +4.4% | tweet ↗ |
| 2026-08-24 | INTC | @vikramskr | +0.15 | Critiques Nvidia Vera benchmarks as selective and notes stronger AMD and Intel comparison points. | +2.5% | tweet ↗ |
| 2026-08-24 | AMD | @vikramskr | +0.30 | Critiques Nvidia Vera benchmarks as selective and notes stronger AMD and Intel comparison points. | +1.9% | tweet ↗ |
| 2026-08-23 | 005930.KS | @vikramskr | +0.00 | Links the author's write-up on Hot Chips memory presentations from SK hynix, Micron and Samsung. | · | tweet ↗ |
| 2026-08-23 | MU | @vikramskr | +0.00 | Links the author's write-up on Hot Chips memory presentations from SK hynix, Micron and Samsung. | -3.5% | tweet ↗ |
| 2026-08-23 | 000660.KS | @vikramskr | +0.00 | Links the author's write-up on Hot Chips memory presentations from SK hynix, Micron and Samsung. | · | tweet ↗ |
| 2026-08-23 | · | @vikramskr | · | Argues 3D DRAM is a strong approach for inference architecture, citing d-Matrix and Hot Chips. | · | tweet ↗ |
| 2026-08-23 | INTC | @vikramskr | +0.35 | Highlights Intel's underappreciated strength in optics. | -0.7% | tweet ↗ |
| 2026-08-23 | · | @vikramskr | · | explains where HBF adds value while rejecting it as a replacement for HBM | · | 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.