jukan05
Contributor, Citrini Research
jukan05 is the X account of Jukan, a pseudonymous semiconductor analyst at Citrini Research. Citrini introduced Jukan and a colleague, Zephyr, in January 2026 as its two newest team members, semiconductor analysts hired to write its Semis Memos series on the AI hardware supply chain; SemiAnalysis acquired Citrini Research in September 2026. Jukan posts in English about the Asian semiconductor supply chain, often translating and interpreting Korean, Japanese and Taiwanese trade reporting on memory and HBM (Samsung Electronics, SK hynix, Micron), foundry and advanced packaging (TSMC, Intel, Ibiden, Unimicron) and the equipment and materials behind them.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #146 | #65 | #17 | #14 | — | #17 |
| Calls | 42 | 42 | 39 | 29 | 0/10 | 42 |
| Avg return | +2.0% | +7.3% | +24.7% | +47.3% | — | +23.4% |
| vs S&P 500 | +1.9 pp | +6.3 pp | +19.4 pp | +37.0 pp | — | +18.6 pp |
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jukan05 has 41 trade ideas tracked on Buzzberg across 39 tickers since January 2026. Win rate 68% across 40 evaluated calls, average return +27.2%. Ranked #65 on Buzzberg's 30-day Authors leaderboard. Most covered: MU, ASML, INTC.
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
