Author

@best181p best181p

Korea-macro-meets-semi-supercycle thinker who reasons in causal chains and flips contrarian

Builds and continually updates an integrated macro-plus-sect

trader score
-2.73
hit rate
30%
mean α
-1.62%
signals 14d
106

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, -1.62% mean alpha, trader score -2.73. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 24 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@best181p·Says Warsh used his speech to build the case for rate hikes.·
2026-08-28TSLA@best181p-0.65Calls the reported Tesla Roadster aerial demo fake news and another deception.
2026-08-28·@best181p·Quotes Warsh saying inflation has not slowed enough and the Fed may need further action.·
2026-08-28·@best181p·Concludes that rates cannot be cut after the Jackson Hole speech.·
2026-08-28·@best181p·Reports a named person's view that Samsung Electronics and Hynix may struggle to rise further.·
2026-08-28·@best181p·Calls ChangXin Memory's results remarkable, but no public ticker is identified.·
2026-08-28TSLA@best181p+0.10Observes produced Tesla Cybercabs being stored in the manner shown.
2026-08-28·@best181p·Says trapped retail holders are why the KOSPI cannot rise easily.·
2026-08-28·@best181p·Reports the U.S. raised a Texas power-project cost estimate from $19.8B to $25B, surprising Korea.·
2026-08-27TSLA@best181p+0.50Mocks the claim that Hyundai will overtake Tesla, implying confidence in Tesla's lead.-1.7%
2026-08-27·@best181p·Argues a new labor law will encourage profit-sharing strikes and damage Korean business conditions.·
2026-08-27NVDA@best181p+0.35Dismisses recurring quarterly concerns about NVDA earnings as an ongoing pattern.-4.6%
2026-08-27TSLA@best181p+0.55Argues Hyundai should license Tesla FSD, praising Tesla's autonomy advantage and commercial value.-1.7%
2026-08-27·@best181p·FCP offers to acquire Samsung affiliates' entire 20.6% stake in S-1 at a 45% premium.·
2026-08-27·@best181p·The author criticizes SK Group's governance and cites a spin-off as preparation for external capital.·

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.