Author
@DeepDive_KR DeepDive_KR
grade Bx.com/DeepDive_KR ↗
Bilingual AI-infra supply-chain analyst connecting compute, optics and datacenter power
Writes original bottom-up and thematic theses tracing the AI
trader score
-0.35
hit rate
35%
mean α
-0.41%
signals 14d
58
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, -0.41% mean alpha, trader score -0.35. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AMD | @DeepDive_KR | -0.35 | Korean text suggests Xilinx acquisition completion may end Anthropic contract. | — | tweet ↗ |
| 2026-07-02 | RAM | @DeepDive_KR | -0.45 | Warns RAM buyers with skull emoji. | · | tweet ↗ |
| 2026-07-02 | NBIS | @DeepDive_KR | -0.35 | Korean text says author exited Nebius and is watching early trading. | — | tweet ↗ |
| 2026-07-01 | META | @DeepDive_KR | +0.25 | Long Korean thesis on AI capex sensitivity, META cloud shift, NBIS reaction, and rotation into non-AI sectors. | -4.9% | tweet ↗ |
| 2026-07-01 | MU | @DeepDive_KR | -0.15 | Long Korean thesis on AI capex sensitivity, META cloud shift, NBIS reaction, and rotation into non-AI sectors. | -5.5% | tweet ↗ |
| 2026-07-01 | NBIS | @DeepDive_KR | +0.35 | Long Korean thesis on AI capex sensitivity, META cloud shift, NBIS reaction, and rotation into non-AI sectors. | -5.9% | tweet ↗ |
| 2026-07-01 | NBIS | @DeepDive_KR | -0.45 | Says something appears to be bad news for NBIS. | -5.9% | tweet ↗ |
| 2026-06-30 | · | @DeepDive_KR | · | Quotes Xi reiterating firm response to Taiwan independence and opposition to outside intervention. | · | tweet ↗ |
| 2026-06-30 | · | @DeepDive_KR | · | Korean central bank minutes imply ample FX liquidity and low crisis risk even above KRW 1600. | · | tweet ↗ |
| 2026-06-29 | ASTS | @DeepDive_KR | +0.25 | Reports official J-LEO results confirm Rakuten as winning bidder on June 30, 2026. | -1.9% | tweet ↗ |
| 2026-06-29 | · | @DeepDive_KR | · | Dismissive but implies memory semiconductor cycle is still ongoing. | · | tweet ↗ |
| 2026-06-29 | BTC | @DeepDive_KR | -0.45 | Calls Bitcoin a trash can for excess liquidity and worse for altcoins. | · | tweet ↗ |
| 2026-06-29 | ASTS | @DeepDive_KR | +0.50 | J-LEO procurement requirement is framed as supporting ASTS JV rationale. | -1.9% | tweet ↗ |
| 2026-06-29 | SPCX | @DeepDive_KR | +0.00 | Says IRDM spectrum value would have led to prior SpaceX acquisition. | · | tweet ↗ |
| 2026-06-29 | IRDM | @DeepDive_KR | -0.45 | Says IRDM spectrum value would have led to prior SpaceX acquisition. | -1.5% | 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.