@AntonLaVay AntonLaVay

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

AntonLaVay’s clearest live trade is a pivot into HK:2513/Zhipu, funded partly by selling half of SPCX, while Kioxia remains their largest disclosed single holding. The distinctive read is a China-tech rotation frame spanning GLM/Zhipu, memory, semis, MLCC and optical interconnect, with crypto options tooling discussed as process rather than a directional BTC call. Late-week activity centers on adding/promoting 2513 while SPCX commentary turns more mixed after earlier bullishness.

The author’s week shifts from noisy SPCX commentary toward a concentrated 2513.HK/Zhipu long, including explicit buying, promotion intent, and a directional buy call. SPCX fades from earlier excitement into admitted losses, margin frustration, and a half-position sale to fund 2513.HK, while Kioxia remains a consistent largest-holding disclosure. Concentration is highest in 2513.HK and SPCX, so both carry pump-risk or crowding flags despite the broader China-tech and memory framework.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.