Author
@zephyr_z9 zephyr_z9
grade Ax.com/zephyr_z9 ↗
Anon AI-compute supply-chain savant tracing chokepoints to obscure Asian tier-2 suppliers
Publishes original, mechanistic semiconductor and AI-infrast
trader score
+0.59
hit rate
60%
mean α
+0.39%
signals 14d
40
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: 60% hit rate, +0.39% mean alpha, trader score +0.59. Their last-14d mentions, direction-adjusted, have moved -4.4% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @zephyr_z9 | · | Clarifies that the proposed rule is about government control over model releases, not a ban. | · | tweet ↗ |
| 2026-10-16 | NBIS | @zephyr_z9 | -0.35 | Warns a proposed Chinese rule could require approval before model-hosting agreements with Nebius and others. | -4.1% | tweet ↗ |
| 2026-10-16 | · | @zephyr_z9 | · | Says the GLM 5.5 and Kimi K3.1 model releases are imminent. | · | tweet ↗ |
| 2026-10-16 | · | @zephyr_z9 | · | Warns that MOFCOM could use the proposed rule to stop open-weight model releases despite its stated framing. | · | tweet ↗ |
| 2026-10-16 | · | @zephyr_z9 | · | Predicts the MOFCOM proposal will pass and establish oversight and control over model releases. | · | tweet ↗ |
| 2026-10-16 | · | @zephyr_z9 | · | Reports a proposed permission requirement for Chinese open-source models above specified compute thresholds. | · | tweet ↗ |
| 2026-10-15 | TSLA | @zephyr_z9 | +0.45 | Expresses strong enthusiasm for Tesla's Roadster. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @zephyr_z9 | · | States that China does not produce hard-disk drives, implying a supply-chain limitation. | · | tweet ↗ |
| 2026-10-14 | · | @zephyr_z9 | · | Says an unspecified AI lab is no longer compute constrained and is spending heavily on alignment, RL and pretraining. | · | tweet ↗ |
| 2026-10-14 | · | @zephyr_z9 | · | Says an unspecified product's outlook depends on version 5.5 reviving adoption or API price cuts. | · | tweet ↗ |
| 2026-10-14 | · | @zephyr_z9 | · | Says an unspecified technical problem remains unsolved despite prior belief and references Hot Chips discussion. | · | tweet ↗ |
| 2026-10-14 | ASML | @zephyr_z9 | +0.35 | States ASML is implying more than 130 EUV systems for 2028. | -4.7% | tweet ↗ |
| 2026-10-14 | 000660.KS | @zephyr_z9 | -0.30 | Explains how Hynix's halved inter-die gap could reduce underfill flow rate eightfold. | — | tweet ↗ |
| 2026-10-14 | MU | @zephyr_z9 | +0.10 | Argues persistent HBM4 packaging problems will cost Hynix leadership and give Samsung top share. | -4.0% | tweet ↗ |
| 2026-10-14 | 000660.KS | @zephyr_z9 | -0.65 | Argues persistent HBM4 packaging problems will cost Hynix leadership and give Samsung top share. | — | 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.