Author
@yatirim yatirim
grade Cx.com/yatirim ↗
Concentrated semis/AI-infra conviction trader with a falsifiable memory-supercycle thesis
Posts original, position-disclosed theses on memory semis an
trader score
+1.82
hit rate
71%
mean α
+0.66%
signals 14d
13
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 14 scored bets: 71% hit rate, +0.66% mean alpha, trader score +1.82. Their last-14d mentions, direction-adjusted, have moved -5.5% since posting (mean over 10 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @yatirim | · | Continuing to add to the position, with an average cost of 347. — Explicitly says the author continues adding, but the security is unavailable from reply context. | · | tweet ↗ |
| 2026-10-16 | RBC | @yatirim | +0.45 | Highlights an overlooked robotics use case for RBC bearings in joints, actuators and micro-mechanisms. | · | tweet ↗ |
| 2026-10-14 | ACMR | @yatirim | +0.55 | Describes a China AI and chip-independence thesis and targets a 5% portfolio weight while acknowledging key risks. | · | tweet ↗ |
| 2026-10-06 | MRVL | @yatirim | +0.20 | Says MRVL was identified near $60 but missed, while other semiconductor names were successfully captured. | -20.4% | tweet ↗ |
| 2026-10-06 | AVGO | @yatirim | +0.40 | Says MRVL was identified near $60 but missed, while other semiconductor names were successfully captured. | -14.4% | tweet ↗ |
| 2026-10-06 | TSM | @yatirim | +0.40 | Says MRVL was identified near $60 but missed, while other semiconductor names were successfully captured. | -13.2% | tweet ↗ |
| 2026-10-06 | MU | @yatirim | +0.40 | Says MRVL was identified near $60 but missed, while other semiconductor names were successfully captured. | -16.1% | tweet ↗ |
| 2026-10-03 | AVGO | @yatirim | +0.50 | Argues that successful Anthropic cash generation would translate into success for Broadcom. | -9.4% | tweet ↗ |
| 2026-10-03 | AVGO | @yatirim | -0.25 | Warns that investing in Broadcom entails taking Anthropic execution risk. | -9.4% | tweet ↗ |
| 2026-10-03 | AVGO | @yatirim | -0.45 | Details large Anthropic financing and compute obligations that increase risk around Broadcom-linked capacity plans. | -9.4% | tweet ↗ |
| 2026-10-03 | AVGO | @yatirim | -0.20 | States that Broadcom is providing financing so Anthropic can purchase its chips. | -9.4% | tweet ↗ |
| 2026-10-03 | AVGO | @yatirim | -0.45 | Attributes Broadcom underperformance to rising credit risk from backing a large Anthropic financing package. | -9.4% | tweet ↗ |
| 2026-10-03 | PWR | @yatirim | +0.40 | Likes PWR's grid-connection exposure and backlog growth but flags the absence of a durable moat. | -19.2% | 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.