Is the so-called deep research on chips really just this? SemiAnalysis is fiercely criticized by netizens

The well-known semiconductor analysis organization SemiAnalysis unexpectedly faced backlash on platform X.

The incident began when its founder Dylan Patel boldly claimed on Thursday that the team's previous research on the delay of OpenAI's data center in Abilene, Texas "hit the mark," not only pointing out project progress issues two weeks in advance but also "accurately predicting Oracle's stock price plummeting by 11.5% on that day," with quite a confident tone.

However, many netizens were not convinced. Financial blogger The AI Investor sarcastically remarked, "Does this person think they predicted a $60 billion market cap fluctuation just based on a delay? Investing is really that simple."

Axiomatic Capital pointed out that SemiAnalysis had publicly released a bullish report on Oracle five months ago, but after shifting to a bearish view, the related updates were only available to "institutional-level subscribers," while individual subscribers paying an annual fee of $500 were directly excluded, which looked quite unseemly.

Another user, The Revolutionary, directly countered, stating that the real reason for the stock price decline was Oracle's "performance not meeting expectations and forecasting costs too high," bluntly saying Dylan was increasingly resembling a clown.

Netizens pointed out that its "in-depth research" is turning into "selling information advantages," frequently showcasing past achievements and self-mythologizing, which instead undermines the neutrality and credibility that research institutions should possess.