SemiAnalysis
+ Follow@semianalysis_· 108,180 followers· tracking since May 2026
Tracked independently. Not affiliated with or endorsed by this analyst.
Semiconductor analyst providing research on memory, packaging, and semiconductor manufacturing equipment leaders.
AI summarylong-biased 89%focus: $AMKR $KLIC $NVDA~10 calls/mo
Beating the S&P 500
Across 11 independent bets, @semianalysis_'s calls have beaten the S&P 500 by 4.2% on average a month out, hitting 78% of the time.
+4.2%
Avg vs S&P · 1m
78%
Hit rate · 1m
Track record vs S&P 500
May 2026— S&P 500 baseline —Jun 2026
What they're betting on now
No calls in the last 30 days
No active positions
No calls in the last 30 days
Biggest wins & misses
All-time · one month after each call
▶View all calls · last 30 days
Calls per month
May 2026
11
Jun 2026
8
Direction mix
16
2
long 16
short 2
exit 1
Top tickers by call count
$AMKR
4
$KLIC
3
$NVDA
3
$AXCI
2
$VECO
2
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