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
-0.79
hit rate
55%
mean α
-0.51%
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: 55% hit rate, -0.51% mean alpha, trader score -0.79. Their last-14d mentions, direction-adjusted, have moved -1.9% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | INTC | @XYang2023 | +0.15 | Article says Intel eyes old CPU comeback as DDR5 price shock hits PC builders. | — | tweet ↗ |
| 2026-07-02 | · | @XYang2023 | · | Argues Australia's budget weakens housing as an investment and may push people away from property. | · | tweet ↗ |
| 2026-07-02 | INTC | @XYang2023 | +0.10 | Shares Intel discussion reference with possible Lip-Bu Tan firm connection, but stance is limited. | — | tweet ↗ |
| 2026-07-01 | INTC | @XYang2023 | +0.35 | Shares Cramer claim that Intel CEO has turned the company around. | -5.3% | tweet ↗ |
| 2026-06-30 | INTC | @XYang2023 | +0.20 | Intel and MSI co-engineered the first Arc G3 handheld. | -13.8% | tweet ↗ |
| 2026-06-30 | AAPL | @XYang2023 | +0.15 | Critiques Microsoft and Windows PC vendors for lacking Apple-like unified memory experience. | +6.7% | tweet ↗ |
| 2026-06-29 | SMCI | @XYang2023 | -0.20 | Mentions boxed Supermicro servers and suspects a broader issue is common. | -3.3% | tweet ↗ |
| 2026-06-29 | INTC | @XYang2023 | +0.45 | Reports Panther Lake X7 inference test 2.78x faster than Meteor Lake and could beat Colab T4. | -8.6% | tweet ↗ |
| 2026-06-28 | INTC | @XYang2023 | +0.20 | Mentions Intel updated PyTorch documentation and Panther Lake laptop demos. | -6.2% | tweet ↗ |
| 2026-06-28 | INTC | @XYang2023 | +0.25 | Intel and SAIMEMORY aim for ZAM prototypes by 2028 and commercialization in 2029. | -6.2% | tweet ↗ |
| 2026-06-26 | INTC | @XYang2023 | +0.35 | Shared headline says Intel chip business shows signs of life after years of struggle. | -6.2% | tweet ↗ |
| 2026-06-25 | INTC | @XYang2023 | -0.20 | Questions prior claim that companies should choose Intel over Broadcom for ASICs. | -9.4% | tweet ↗ |
| 2026-06-24 | INTC | @XYang2023 | -0.15 | Asks when Intel can show something similar, implying it lags peers. | -8.6% | tweet ↗ |
| 2026-06-23 | INTC | @XYang2023 | -0.10 | Recalls Pat publicly announced buying NVIDIA shares during Intel difficulty. | -9.0% | tweet ↗ |
| 2026-06-23 | NVDA | @XYang2023 | +0.10 | Recalls Pat publicly announced buying NVIDIA shares during Intel difficulty. | -2.6% | 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.