My multi-agent AI caught MU at $724 and AMD at $420 before the runup. 17 semiconductor signals: +9.3% avg vs SMH’s +2.7% on matched entry dates

I’ve been paper-trading every LONG-BUY signal from a 6-agent AI pipeline I built. In Semiconductors — the hottest sector in the market right now — it’s the first place I can point to genuine stock selection, not just sector beta. Full numbers, including where it failed:

Results (17 signals since May 8, equal-weight, mark-to-market):

**•**	Average unrealized return: +9.3%  
**•**	SMH benchmark, matched to the same entry dates: +2.7%  
**•**	SPY, same methodology: +1.2%  
**•**	Win rate: 58.8%  
**•**	Best: MU +38.6% · Worst: NVDA −9.7%

Where the alpha came from: MU at $724.66 (now $1,004) and AMD at $420-424 (now $544), both flagged in mid-May before the move. TSM entries in the $392-404 range are all green too.

Where it failed, repeatedly: NVDA. Four separate entries between May 16 and May 29 ($225 → $211), all underwater. The system kept re-committing to a name that never confirmed, and my adversarial critic agent didn’t challenge the re-entries. That’s a pipeline design flaw I’m now fixing — arguably the most useful output of this whole exercise.