Author
@dagoonglove dagoonglove
grade Bx.com/dagoonglove ↗
Bottom-up AI-semiconductor supply-chain analyst rotating on valuation, long-only and transparent
Writes long-form fundamental/valuation theses on AI-infrastr
trader score
+0.71
hit rate
60%
mean α
+0.83%
signals 14d
14
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: 60% hit rate, +0.83% mean alpha, trader score +0.71. Their last-14d mentions, direction-adjusted, have moved -6.4% since posting (mean over 10 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-26 | · | @dagoonglove | · | Korean investment philosophy comparing talkers with long-term investment performance. | · | tweet ↗ |
| 2026-06-26 | MRVL | @dagoonglove | -0.25 | Author sold AI infra names like MRVL after rally/valuation and says Tesla weighting was reduced. | -8.1% | tweet ↗ |
| 2026-06-26 | TSLA | @dagoonglove | -0.25 | Author sold AI infra names like MRVL after rally/valuation and says Tesla weighting was reduced. | +3.6% | tweet ↗ |
| 2026-06-26 | · | @dagoonglove | · | Korean post says Elon Musk reconfirmed memory shortage, implying bullish memory supply-demand. | · | tweet ↗ |
| 2026-06-25 | PLTR | @dagoonglove | -0.55 | Author says they had to press sell due to AI uncertainty and PLTR's high PER valuation. | +20.5% | tweet ↗ |
| 2026-06-25 | MU | @dagoonglove | +0.70 | Author says MU proved the case, sold all MRVL, and bought more memory companies. | -19.6% | tweet ↗ |
| 2026-06-25 | MRVL | @dagoonglove | -0.45 | Author says MU proved the case, sold all MRVL, and bought more memory companies. | -12.8% | tweet ↗ |
| 2026-06-24 | · | @dagoonglove | · | Reports SK Hynix confirmed Nasdaq ADR issuance with size, pricing, dilution, and schedule. | · | tweet ↗ |
| 2026-06-22 | PANW | @dagoonglove | +0.10 | Korean comment says PANW has risen a lot. | +21.5% | tweet ↗ |
| 2026-06-22 | SPCX | @dagoonglove | -0.35 | Plans to analyze only after a 30% IPO-price drop and warns against chasing SPCX. | · | tweet ↗ |
| 2026-06-22 | MU | @dagoonglove | +0.55 | Micron announced strategic partnership with Anthropic including supply agreement and investment. | -19.5% | tweet ↗ |
| 2026-06-22 | SNDK | @dagoonglove | +0.45 | Long-form thesis that reasoning AI increases HBM, DRAM, and NAND memory demand. | -23.3% | tweet ↗ |
| 2026-06-22 | MU | @dagoonglove | +0.55 | Long-form thesis that reasoning AI increases HBM, DRAM, and NAND memory demand. | -19.5% | tweet ↗ |
| 2026-06-22 | ORKA | @dagoonglove | +0.60 | Bullish biotech thesis on ORKA psoriasis drug convenience, data, and potential M&A appeal. | -0.2% | 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.