demian_ai
demian_ai is a pseudonymous X account; no real name, employer or professional background is disclosed. The account publishes a daily brief tracking where the AI build-out is supply-constrained. On 2 June 2026 the author described starting it: "I built the daily brief because I was tired of reading the same AI take 40 times a day and still not knowing where the buildout was actually tightening. So now every morning it goes through the whole bottleneck book, memory, packaging, photonics, power, grid, coolin[g]". Coverage runs to semiconductor and data-centre supply-chain names including Nvidia, Micron, AMD, Vertiv, Amkor, Astera Labs and ASML, and to upstream materials such as compound-semiconductor substrates.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #993 | #347 | #801 | — | — | — |
| Calls | 30 | 26 | 21 | 0/10 | 0/10 | 0/10 |
| Avg return | -4.1% | +1.5% | -16.6% | — | — | — |
| vs S&P 500 | -2.8 pp | +1.8 pp | -18.2 pp | — | — | — |
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Showing 0 of 29 calls · sorted by mentions
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demian_ai has 29 trade ideas tracked on Buzzberg across 29 tickers since May 2026. Win rate 28% across 29 evaluated calls, average return -12.1%. Ranked #347 on Buzzberg's 30-day Authors leaderboard. Most covered: NBIS, TSM, AMKR.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
