@cornety cornety

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.

cornety is mainly pushing a broad Japanese equity basket and a renewed AI power shortage trade centered on nuclear, HALEU, grid, and storage names. The most explicit action is buying LEU, while UUUU gets a constructive funding-risk read and the Japan basket is framed broadly positive rather than as discrete stock work. Late-week emphasis shifts toward AI power and nuclear exposure, with fewer actionable disclosures outside LEU.

The author begins with broad Japan and physical AI enthusiasm, then late in the window pivots concentration toward AI power shortage beneficiaries, especially LEU, UUUU, OKLO, and related nuclear or grid names. Conviction is clearest in the LEU buy, while physical AI momentum looks less decisive after comments about names being capped by the 25DMA and RDW having halved after being made free. Concentration risk is moderate because most late-week bullishness is clustered in one thematic basket rather than repeated single-name pumping.

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.