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
-0.06
hit rate
35%
mean α
-0.04%
signals 14d
95
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: 35% hit rate, -0.04% mean alpha, trader score -0.06. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 62 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @De_belegger | · | Frames neocloud economics around realized hourly rates, utilization, financing costs and contract duration. | · | tweet ↗ |
| 2026-08-28 | · | @De_belegger | · | Criticizes a former shoe retailer's GPU-rental pivot after a 99% decline. | · | tweet ↗ |
| 2026-08-28 | · | @De_belegger | · | States semiconductor and GPU-rental neocloud stocks are being hit. | · | tweet ↗ |
| 2026-08-28 | · | @De_belegger | · | Reports that Warsh hinted at a rate increase. | · | tweet ↗ |
| 2026-08-28 | · | @De_belegger | · | Points to a compilation of recent US economic figures, but the image is unavailable. | · | tweet ↗ |
| 2026-08-28 | CRM | @De_belegger | +0.00 | References a Salesforce earnings summary whose underlying figures are only in media. | — | tweet ↗ |
| 2026-08-28 | CRM | @De_belegger | +0.10 | References Salesforce's Claudeforce product, with details contained in linked media. | — | tweet ↗ |
| 2026-08-27 | MU | @De_belegger | +0.40 | States that Trump considers Micron very attractive | -0.3% | tweet ↗ |
| 2026-08-27 | NVDA | @De_belegger | +0.45 | NVIDIA CFO argues $500 billion of AI financing reflects an early, historic technology buildout | -4.6% | tweet ↗ |
| 2026-08-27 | OKTA | @De_belegger | +0.55 | Okta acquired Permiso and raised annual guidance while positioning for AI-agent identity demand | -3.9% | tweet ↗ |
| 2026-08-27 | NVDA | @De_belegger | +0.45 | States NVIDIA is operating at roughly $1 billion of revenue per day | -4.6% | tweet ↗ |
| 2026-08-27 | · | @De_belegger | · | Suggests the relative SaaS-versus-semiconductor market narrative may be rewritten today. | · | tweet ↗ |
| 2026-08-27 | NVDA | @De_belegger | -0.05 | Reports Nvidia buying Hugging Face for $12.9 billion to expand across the AI stack. | -4.6% | tweet ↗ |
| 2026-08-27 | IREN | @De_belegger | +0.00 | States IREN will report quarterly earnings tonight. | -12.5% | tweet ↗ |
| 2026-08-27 | IREN | @De_belegger | +0.00 | States IREN reports earnings tonight. | -12.5% | 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.