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
+1.07
hit rate
50%
mean α
+0.60%
signals 14d
85
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: 50% hit rate, +0.60% mean alpha, trader score +1.07. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 34 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @zephyr_z9 | · | Expects AI productivity and automation gains to begin affecting the economy beyond infrastructure spending. | · | tweet ↗ |
| 2026-08-28 | · | @zephyr_z9 | · | Argues AGI could not rapidly automate the economy without far more inference capacity. | · | tweet ↗ |
| 2026-08-28 | · | @zephyr_z9 | · | States frontier AI labs are only three to five times behind technology giants in revenue. | · | tweet ↗ |
| 2026-08-28 | · | @zephyr_z9 | · | Forecasts 60%-90% revenue growth in H2 2026, but the company is unspecified. | · | tweet ↗ |
| 2026-08-27 | LCRX | @zephyr_z9 | +0.80 | Predicts very strong etcher sales for Lam Research over the next 12 months. | · | tweet ↗ |
| 2026-08-27 | · | @zephyr_z9 | · | Says an unidentified company is planning domestic-lithography lines and has received some tools. | · | tweet ↗ |
| 2026-08-27 | NVDA | @zephyr_z9 | +0.35 | Google and Nvidia are expected to add about 45GW of compute next year, benefiting behind-the-meter power. | -4.6% | tweet ↗ |
| 2026-08-27 | GOOGL | @zephyr_z9 | +0.35 | Google and Nvidia are expected to add about 45GW of compute next year, benefiting behind-the-meter power. | +1.7% | tweet ↗ |
| 2026-08-26 | NVDA | @zephyr_z9 | -0.20 | ABF substrates and PCB/CCL are identified as unavoidable 2027 shipment constraints. | +3.8% | tweet ↗ |
| 2026-08-26 | GOOGL | @zephyr_z9 | -0.20 | ABF substrates and PCB/CCL are identified as unavoidable 2027 shipment constraints. | +1.3% | tweet ↗ |
| 2026-08-26 | · | @zephyr_z9 | · | Estimates Zhipu token volume, daily output and compute spending. | · | tweet ↗ |
| 2026-08-26 | · | @zephyr_z9 | · | Argues lab ASICs will not affect near-term structure and broad capacity demand can support many vendors. | · | tweet ↗ |
| 2026-08-26 | NVDA | @zephyr_z9 | -0.25 | Questions Jensen Huang's AI-data-center cost estimates and calls them promotional math. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @zephyr_z9 | · | States the referenced model has 18B active parameters. | · | tweet ↗ |
| 2026-08-26 | · | @zephyr_z9 | · | Estimates deployment of 1,200-1,500 Ascend accelerators. | · | 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.