Author
@xiaomustock xiaomustock
grade Bx.com/xiaomustock ↗
High-conviction AI-memory and optical-interconnect supply-chain bull who shows his work and his losses
Builds and relentlessly reiterates a concentrated long thesi
trader score
+1.55
hit rate
85%
mean α
+1.51%
signals 14d
105
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: 85% hit rate, +1.51% mean alpha, trader score +1.55. Their last-14d mentions, direction-adjusted, have moved -9.4% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | KORU | @xiaomustock | +0.45 | Notes Korean index circuit up and SK Hynix +9%, implying KORU shorts hurt. | — | tweet ↗ |
| 2026-07-02 | GLW | @xiaomustock | +0.65 | Argues Corning glass substrate is unique solution for Nvidia Rubin-era chips. | — | tweet ↗ |
| 2026-07-02 | META | @xiaomustock | -0.25 | Says Zuckerberg/META move crushed AI and warns leverage holders. | — | tweet ↗ |
| 2026-07-02 | · | @xiaomustock | · | Discloses unlevered Hynix stock holding after painful drop, but no ticker supplied. | · | tweet ↗ |
| 2026-07-01 | GLW | @xiaomustock | +0.40 | Recaps prior GLW call rising from 215 to 270 and Hynix tripling. | -10.8% | tweet ↗ |
| 2026-07-01 | · | @xiaomustock | · | Says one news item killed the entire AI chain stocks. | · | tweet ↗ |
| 2026-07-01 | NVDA | @xiaomustock | -0.25 | Reports Meta up over 5% on AI compute sale news while questioning implications for Nvidia orders. | -1.4% | tweet ↗ |
| 2026-07-01 | META | @xiaomustock | +0.35 | Reports Meta up over 5% on AI compute sale news while questioning implications for Nvidia orders. | -4.9% | tweet ↗ |
| 2026-07-01 | KMEM | @xiaomustock | +0.20 | Reports new KMEM ETF launched with SK Hynix, MU and Samsung as top holdings. | · | tweet ↗ |
| 2026-07-01 | MU | @xiaomustock | +0.10 | Reports new KMEM ETF launched with SK Hynix, MU and Samsung as top holdings. | -5.5% | tweet ↗ |
| 2026-07-01 | · | @xiaomustock | · | Framework that AI chain selloffs reflect market matching valuations to expected revenue. | · | tweet ↗ |
| 2026-07-01 | · | @xiaomustock | · | Reports SK Hynix long-term supply contracts use no-price-cap structure. | · | tweet ↗ |
| 2026-06-30 | GLW | @xiaomustock | +0.85 | Hold GLW for 10x in 2 years — Author says holding Corning needs patience and projects 10x in two years. | -23.0% | tweet ↗ |
| 2026-06-30 | · | @xiaomustock | · | Author argues mega-cap stocks benefit from institutional and index buying once trends are established. | · | tweet ↗ |
| 2026-06-30 | GLW | @xiaomustock | +0.65 | Author celebrates strong moves in GLW and semiconductor equipment names and says conviction matters. | -23.0% | 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.