Author
@XYang2023 XYang2023
grade Ax.com/XYang2023 ↗
PhD researcher running hands-on hardware tests behind a deep, single-name Intel bull thesis
Bottom-up, hardware-mechanistic equity analysis centered on
trader score
+0.45
hit rate
70%
mean α
+0.22%
signals 14d
47
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: 70% hit rate, +0.22% mean alpha, trader score +0.45. Their last-14d mentions, direction-adjusted, have moved -12.7% since posting (mean over 42 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | INTC | @XYang2023 | +0.30 | Highlights major improvements in Intel's LLM-Scaler-vLLM preview release. | -3.2% | tweet ↗ |
| 2026-10-15 | TSM | @XYang2023 | -0.20 | Argues a prospective Terafab collaboration is unlikely because TSMC would need to operate it. | -0.9% | tweet ↗ |
| 2026-10-15 | INTC | @XYang2023 | +0.25 | Shares an appeal to preserve advanced US semiconductor manufacturing capabilities. | -8.8% | tweet ↗ |
| 2026-10-15 | INTC | @XYang2023 | +0.20 | Highlights Intel Foundry's account of advanced packaging and customer-trust challenges. | -8.8% | tweet ↗ |
| 2026-10-14 | AMD | @XYang2023 | +0.10 | Reports AMD's stated intention to adopt Intel's oneDNN technology. | -9.5% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.15 | Reports AMD's stated intention to adopt Intel's oneDNN technology. | -11.4% | tweet ↗ |
| 2026-10-14 | · | @XYang2023 | · | Describes Orion's 320-lane PCIe fabric and scaling from 8 to 160 GPUs per pod. | · | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.10 | Points to Intel silicon-photonics material without providing a directional investment view. | -11.4% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.10 | Highlights Intel work on prefill-decode disaggregation and CPU orchestration. | -11.4% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.05 | Points to Intel CPU-rack material with little standalone detail. | -11.4% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.20 | Describes Intel's D270 GPU scaling and a liquid-cooled configuration fitting 16 GPUs per node. | -11.4% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.10 | Shares Intel material on heterogeneous infrastructure for agentic AI. | -11.4% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.05 | Shares an Intel technical presentation with insufficient standalone detail. | -11.4% | tweet ↗ |
| 2026-10-14 | INTC | @XYang2023 | +0.10 | Shares Intel material on x86 ecosystem collaboration and AI readiness. | -11.4% | tweet ↗ |
| 2026-10-14 | · | @XYang2023 | · | Hypothesizes speculative decoding works better at moderate batch sizes and calls for benchmarks. | · | 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.