Dylan Patel

5.0 ★★★★★
Founder, CEO, and Chief Analyst at SemiAnalysis
@dylan522p · tracked since Mar 2026
Follow Twitter Site
Ideas 1
Long / short 1 L/0 S
Win rate 100%
Tracked posts 2 0.04/day
Avg return +26.0%
Long return +26.0%
Short return -
New ideas 1 last 30d
Most mentioned
Best trades
Worst trades

Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 1 eval.
+7.1%
L +7.1% S -
Win rate 100%
30 days 0 eval.
-
L - S -
Win rate -
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
DRAM
Long
AI/Semi
$36.73
+26.0%
DRAM prices will double or triple.
Apr 23
YOUTUBE
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