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
+1.05
hit rate
55%
mean α
+0.67%
signals 14d
142
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: 55% hit rate, +0.67% mean alpha, trader score +1.05. Their last-14d mentions, direction-adjusted, have moved -4.5% since posting (mean over 95 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @De_belegger | · | Contrasts geopolitical and inflation risks with strong European equities and an AEX record high. | · | tweet ↗ |
| 2026-10-16 | LMND | @De_belegger | +0.45 | Describes LMND's planned initial rollout of personal AI agents and its potential cost benefits. | +1.6% | tweet ↗ |
| 2026-10-16 | · | @De_belegger | · | Argues Dutch contributions finance Polish development and calls for a veto on a larger EU budget. | · | tweet ↗ |
| 2026-10-16 | · | @De_belegger | · | MSCI is considering removing Indonesia from emerging-market classification after a market drop exceeding 10%. | · | tweet ↗ |
| 2026-10-16 | TSLA | @De_belegger | -0.05 | Jokes that European regulation would obstruct a flying Tesla; stance is chiefly policy criticism. | +4.9% | tweet ↗ |
| 2026-10-16 | SU.PA | @De_belegger | +0.50 | Schneider Electric reports strong Q3 growth and raises annual guidance again. | · | tweet ↗ |
| 2026-10-15 | TSM | @De_belegger | +0.60 | Reports TSMC record profits amid a global semiconductor selloff. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @De_belegger | · | Expresses enthusiasm about strong software-sector performance. | · | tweet ↗ |
| 2026-10-15 | · | @De_belegger | · | Reports materially hotter US producer inflation and rising odds of further Fed hikes. | · | tweet ↗ |
| 2026-10-15 | TSM | @De_belegger | +0.65 | Highlights TSMC's $46.7 billion quarterly revenue, $23.6 billion profit and 69% profit growth. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @De_belegger | +0.15 | Argues that building another ASML requires accepting exceptional founder wealth as the reward for risk. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @De_belegger | -0.35 | Describes a severe Asian chip selloff and analyst expectations for a possible chip surplus in 2029. | -5.2% | tweet ↗ |
| 2026-10-14 | SPX | @De_belegger | +0.00 | Warns that direct megacap holdings plus an S&P 500 ETF create concentrated exposure to the same AI capex cycle. | · | tweet ↗ |
| 2026-10-14 | AMZN | @De_belegger | +0.00 | Warns that direct megacap holdings plus an S&P 500 ETF create concentrated exposure to the same AI capex cycle. | -2.4% | tweet ↗ |
| 2026-10-14 | MSFT | @De_belegger | +0.00 | Warns that direct megacap holdings plus an S&P 500 ETF create concentrated exposure to the same AI capex cycle. | -1.7% | 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.