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
-2.95
hit rate
15%
mean α
-1.15%
signals 14d
44

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: 15% hit rate, -1.15% mean alpha, trader score -2.95. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 18 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSLA@best181p+0.40Wordplay favorably contrasts Tesla's airborne car with Hyundai raising prices.+4.9%
2026-10-16MU@best181p+0.50Micron surpassing Samsung in market value is attributed to superior capital allocation.-0.1%
2026-10-16005930.KS@best181p-0.40Micron surpassing Samsung in market value is attributed to superior capital allocation.—
2026-10-15TSLA@best181p+0.75Praises Tesla innovation while criticizing Hyundai.+2.7%
2026-10-15TSLA@best181p+0.75Expresses strong excitement about the Tesla Roadster.+2.7%
2026-10-15TSLA@best181p+0.80Argues the Roadster will appeal to wealthy buyers and signals a future SpaceX merger.+2.7%
2026-10-15TSLA@best181p+0.50Claims a Tesla-SpaceX merger is inevitable.+2.7%
2026-10-15TSLA@best181p+0.80Expresses strong excitement about footage of the flying Roadster.+2.7%
2026-10-15TSLA@best181p+0.90Predicts the Tesla Roadster will sell extremely well.+2.7%
2026-10-15TSLA@best181p+0.55Reports that the Tesla Roadster demonstrably flew.+2.7%
2026-10-15TSLA@best181p-0.15Questions what is happening at the Roadster reveal event.+2.7%
2026-10-15·@best181p·Declares the Korean market broken after failing to rebound.·
2026-10-15005930.KS@best181p-0.50Claims Samsung employees are hoping for a collapse in their employer's stock.—
2026-10-15·@best181p·Cites JPMorgan warning that retail dip-buying and short-squeeze support are exhausted.·
2026-10-15·@best181p·Interprets falling yields amid rising inflation as a recession signal.·

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.