Author
@Wenyee_Lee Wenyee_Lee
grade Cx.com/Wenyee_Lee ↗
Semiconductor beat journalist breaking Taiwan/Asia chip supply-chain news
Reports and relays primary-sourced semiconductor and foundry
trader score
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hit rate
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mean α
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signals 14d
3
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +7.5% since posting (mean over 3 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSM | @Wenyee_Lee | +0.15 | TSMC confirms it is evaluating a Texas expansion and discussing TeraFab. | -0.9% | tweet ↗ |
| 2026-10-14 | MU | @Wenyee_Lee | -0.15 | Taiwan's president urges Micron and workers to negotiate before a possible strike. | -4.0% | tweet ↗ |
| 2026-10-07 | MU | @Wenyee_Lee | -0.30 | Reports that Micron's Taiwan chipmaker union received authorization to strike. | -19.3% | 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.