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
-1.58
hit rate
45%
mean α
-0.81%
signals 14d
34
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: 45% hit rate, -0.81% mean alpha, trader score -1.58. Their last-14d mentions, direction-adjusted, have moved -5.1% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSLA | @DeepDive_KR | +0.15 | Expresses impressed amusement at a Tesla Roadster game as evidence of agentic coding speed. | +2.7% | tweet ↗ |
| 2026-10-15 | NVDA | @DeepDive_KR | +0.05 | Market-close framework links hot PPI, falling yields, AI financing stress, semis, and oil. | -2.9% | tweet ↗ |
| 2026-10-15 | CRWV | @DeepDive_KR | -0.15 | Market-close framework links hot PPI, falling yields, AI financing stress, semis, and oil. | -22.2% | tweet ↗ |
| 2026-10-13 | JPM | @DeepDive_KR | -0.60 | Market recap says JPMorgan Q3 revenue and EPS missed LSEG estimates despite higher annual net-interest-income guidance. | +0.0% | tweet ↗ |
| 2026-10-13 | · | @DeepDive_KR | · | Detailed Korea close report links semiconductor competition, rates and geopolitics to risk-off trading. | · | tweet ↗ |
| 2026-10-12 | ASTS | @DeepDive_KR | +0.35 | Long-form ASTS thesis sees strategic upside but substantial execution and launch risks. | -22.7% | tweet ↗ |
| 2026-10-12 | META | @DeepDive_KR | -0.50 | Mocks the claim that Meta AI surpassed Fable Astra on a software-engineering benchmark. | -13.5% | tweet ↗ |
| 2026-10-12 | · | @DeepDive_KR | · | Launches Agent-office, an Apache-2.0 local MCP agent-control center for managing AI workflows. | · | tweet ↗ |
| 2026-10-12 | ASTS | @DeepDive_KR | +0.35 | Positive reaction toward ASTS apparently tied to Deutsche, though context is missing. | -22.7% | tweet ↗ |
| 2026-10-11 | · | @DeepDive_KR | · | Frames general-purpose robotics as an increasingly normalized theme. | · | tweet ↗ |
| 2026-10-11 | · | @DeepDive_KR | · | Argues AI video and games engage users while AI-written prose still lags. | · | tweet ↗ |
| 2026-10-11 | ASTS | @DeepDive_KR | +0.55 | Author mocks ASTS short sellers, implying a bullish stance on the stock. | -21.9% | tweet ↗ |
| 2026-10-11 | · | @DeepDive_KR | · | Author argues humanoids can outperform dedicated robots and labor economically while disrupting vision vendors. | · | tweet ↗ |
| 2026-10-09 | ASTS | @DeepDive_KR | +0.60 | Presents a spectrum-war framework and says the long-held ASTS thesis remains intact | -21.9% | tweet ↗ |
| 2026-10-09 | SPCX | @DeepDive_KR | -0.15 | Presents a spectrum-war framework and says the long-held ASTS thesis remains intact | · | 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.