Author
@De_belegger De_belegger
grade Cx.com/De_belegger ↗
Dutch AI-bull commentator linking mega-cap tech themes to local Box 3 tax angle
Posts long-form Dutch/English commentary synthesizing the gl
trader score
+1.34
hit rate
65%
mean α
+0.65%
signals 14d
83
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: 65% hit rate, +0.65% mean alpha, trader score +1.34. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 60 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @De_belegger | · | Says chip stocks are getting hit, a broad bearish semiconductor take. | · | tweet ↗ |
| 2026-07-02 | NOW | @De_belegger | -0.40 | Jokes that everyone fears ServiceNow being replaced by Claude, implying AI disruption concern. | — | tweet ↗ |
| 2026-07-02 | CRWD | @De_belegger | +0.30 | Reports CrowdStrike completed first-ever 4-for-1 split and is up 67% in 2026. | — | tweet ↗ |
| 2026-07-02 | · | @De_belegger | · | ABN AMRO housing-market forecast: prices up 3% in 2026 and 4% in 2027 while transactions fall. | · | tweet ↗ |
| 2026-07-01 | · | @De_belegger | · | Says Fed remains cautious, inflation too high and no clear signal toward rate cuts. | · | tweet ↗ |
| 2026-07-01 | NKE | @De_belegger | +0.10 | Sees signs of margin improvement supporting Nike but warns revenue declines and China weakness remain. | +2.4% | tweet ↗ |
| 2026-07-01 | AMD | @De_belegger | -0.30 | Describes rotation between SaaS and semis, Meta pop, NOW PT upgrade and semis leading then falling. | -4.3% | tweet ↗ |
| 2026-07-01 | CRM | @De_belegger | +0.25 | Describes rotation between SaaS and semis, Meta pop, NOW PT upgrade and semis leading then falling. | +1.8% | tweet ↗ |
| 2026-07-01 | META | @De_belegger | -0.10 | Describes rotation between SaaS and semis, Meta pop, NOW PT upgrade and semis leading then falling. | -4.9% | tweet ↗ |
| 2026-07-01 | MU | @De_belegger | -0.30 | Describes rotation between SaaS and semis, Meta pop, NOW PT upgrade and semis leading then falling. | -5.5% | tweet ↗ |
| 2026-07-01 | MRVL | @De_belegger | -0.30 | Describes rotation between SaaS and semis, Meta pop, NOW PT upgrade and semis leading then falling. | -9.8% | tweet ↗ |
| 2026-07-01 | NOW | @De_belegger | +0.35 | Describes rotation between SaaS and semis, Meta pop, NOW PT upgrade and semis leading then falling. | +0.5% | tweet ↗ |
| 2026-07-01 | META | @De_belegger | +0.45 | Bloomberg says Meta is working on a cloud unit to commercialize excess AI compute capacity. | -4.9% | tweet ↗ |
| 2026-07-01 | SBUX | @De_belegger | +0.30 | Deutsche Bank shares Q3 2026 favorite stocks including Oracle, AppLovin and Starbucks. | +0.9% | tweet ↗ |
| 2026-07-01 | APP | @De_belegger | +0.35 | Deutsche Bank shares Q3 2026 favorite stocks including Oracle, AppLovin and Starbucks. | -6.7% | 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.