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
+0.94
hit rate
50%
mean α
+0.86%
signals 14d
14
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 18 scored bets: 50% hit rate, +0.86% mean alpha, trader score +0.94. Their last-14d mentions, direction-adjusted, have moved -5.8% since posting (mean over 10 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | AVGO | @yatirim | +0.65 | Added AVGO at 368.68 — Explicitly says AVGO was added at $368.68, raising average to $349. | -2.4% | tweet ↗ |
| 2026-06-30 | IBB | @yatirim | +0.35 | Author says AI's transformative impact may show in drug and healthcare discoveries and suggests watching IBB names. | +2.9% | tweet ↗ |
| 2026-06-28 | · | @yatirim | · | 认为中国内存公司未来5年甚至无法满足中国需求。 | · | tweet ↗ |
| 2026-06-28 | ACMR | @yatirim | +0.70 | 提出内存危机下中国CXMT/YMTC capex受益链，ACMR是美股抓手；尚未开仓。 | -6.4% | tweet ↗ |
| 2026-06-28 | LRCX | @yatirim | +0.25 | 提出内存危机下中国CXMT/YMTC capex受益链，ACMR是美股抓手；尚未开仓。 | -7.3% | tweet ↗ |
| 2026-06-28 | AMAT | @yatirim | +0.25 | 提出内存危机下中国CXMT/YMTC capex受益链，ACMR是美股抓手；尚未开仓。 | -3.8% | tweet ↗ |
| 2026-06-28 | KLAC | @yatirim | +0.25 | 提出内存危机下中国CXMT/YMTC capex受益链，ACMR是美股抓手；尚未开仓。 | -5.3% | tweet ↗ |
| 2026-06-26 | · | @yatirim | · | 称当前一切都已定价，大家在定价未来3年以上的hype。 | · | tweet ↗ |
| 2026-06-26 | · | @yatirim | · | 称对AI trade能实现有疑虑，视作较短期，预计会有剧烈调整。 | · | tweet ↗ |
| 2026-06-26 | LRCX | @yatirim | +0.55 | 称资金新流向为超大科技到内存厂，再到半导体设备商AMAT/LRCX/KLAC。 | -7.3% | tweet ↗ |
| 2026-06-26 | AMAT | @yatirim | +0.55 | 称资金新流向为超大科技到内存厂，再到半导体设备商AMAT/LRCX/KLAC。 | -3.8% | tweet ↗ |
| 2026-06-26 | KLAC | @yatirim | +0.55 | 称资金新流向为超大科技到内存厂，再到半导体设备商AMAT/LRCX/KLAC。 | -5.3% | tweet ↗ |
| 2026-06-25 | MU | @yatirim | +0.65 | 认为MU与7大客户take-or-pay和最低价协议比营收数字更重要，整体积极。 | -19.6% | tweet ↗ |
| 2026-06-24 | · | @yatirim | · | Will try to buy SK Hynix when it comes to Nasdaq. — Says SK Hynix comes to Nasdaq July 10 and author will try to buy. | · | 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.