Author
@bboczeng bboczeng
grade Bx.com/bboczeng ↗
High-conviction AI-memory supercycle evangelist who trades it with options income
Builds and broadcasts a long-term (to 2030) bullish thesis o
trader score
-1.08
hit rate
30%
mean α
-0.98%
signals 14d
427
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 30% hit rate, -0.98% mean alpha, trader score -1.08. Their last-14d mentions, direction-adjusted, have moved +2.6% since posting (mean over 223 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @bboczeng | · | Declares the semiconductor rebound over and says the sector's bear market is continuing. | · | tweet ↗ |
| 2026-10-16 | · | @bboczeng | · | Forecasts a US equity crash within two months to 2027, citing an alleged two-year cycle. | · | tweet ↗ |
| 2026-10-16 | · | @bboczeng | · | Argues retail investors should ignore narratives and use periodic broad-index investing and long holding periods. | · | tweet ↗ |
| 2026-10-16 | NKE | @bboczeng | +0.75 | Calls a bottom in NKE and favors buying value stocks such as MCD over damaged semiconductors. | +0.5% | tweet ↗ |
| 2026-10-16 | MCD | @bboczeng | +0.65 | Calls a bottom in NKE and favors buying value stocks such as MCD over damaged semiconductors. | +2.3% | tweet ↗ |
| 2026-10-15 | CRWV | @bboczeng | -0.20 | Reports CoreWeave's three cofounders selling $3.3B of stock after its IPO amid a greater-than-60% decline. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @bboczeng | · | Argues PPI outpacing CPI leaves the Fed with only one choice: raising interest rates. | · | tweet ↗ |
| 2026-10-15 | TSLA | @bboczeng | -0.65 | Argues a flying Tesla would not receive US road approval and could face tenfold insurance costs. | +2.7% | tweet ↗ |
| 2026-10-15 | NKE | @bboczeng | +0.05 | Forecasts a dead-cat bounce followed by prolonged low-volume decline lasting one to two years, like NKE. | +0.4% | tweet ↗ |
| 2026-10-15 | TSLA | @bboczeng | -0.45 | Dismisses Tesla-SpaceX merger speculation as shareholder fantasy and questions debt treatment. | +2.7% | tweet ↗ |
| 2026-10-15 | TSLA | @bboczeng | -0.65 | Mocks the usefulness and practicality of Tesla's jet-assisted Roadster concept. | +2.7% | tweet ↗ |
| 2026-10-15 | · | @bboczeng | · | Argues periodic investing is the only stable way to profit and marks investor maturity. | · | tweet ↗ |
| 2026-10-15 | CRWV | @bboczeng | -0.80 | Cites Deutsche Bank's projected $35B funding gap and warns of expensive debt or equity dilution. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @bboczeng | · | Expects a KOSPI V-shaped rebound after US short sellers take profits, with failure viewed as severe. | · | tweet ↗ |
| 2026-10-15 | · | @bboczeng | · | Claims removal of four unnamed leaders would end the AI trade. | · | tweet ↗ |
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.