Stock picks
Semis, infra, optics/networking, physical AI, and more from @austinsemis. If you like Stratechery and SemiAnalysis, you're in the right place
x.com/chipstratNo open takes. This publication has closed everything it has called.
Not financial advice.
Returns are direction-adjusted price returns using the leaderboard’s execution logic: entries and explicit exits at the next trading day’s open, open takes at the latest completed close. Bearish returns invert with price. Not adjusted for dividends, fees, or short-borrow costs. Dates are when Drip first tracked the take, not the analyst’s own entry. Price data by CoinGecko.
