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
-0.64
hit rate
40%
mean α
-0.44%
signals 14d
36
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: 40% hit rate, -0.44% mean alpha, trader score -0.64. Their last-14d mentions, direction-adjusted, have moved -4.8% since posting (mean over 20 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SPX | @DeepDive_KR | -0.35 | Detailed close report links hawkish Fed repricing and higher yields to broad and semiconductor declines. | · | tweet ↗ |
| 2026-08-28 | QQQ | @DeepDive_KR | -0.55 | Detailed close report links hawkish Fed repricing and higher yields to broad and semiconductor declines. | — | tweet ↗ |
| 2026-08-27 | FLEX | @DeepDive_KR | +0.20 | Points to an unseen Jetcool spinoff revenue projection. | -4.2% | tweet ↗ |
| 2026-08-26 | NVDA | @DeepDive_KR | +0.30 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | +3.8% | tweet ↗ |
| 2026-08-26 | VRT | @DeepDive_KR | +0.25 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | -2.6% | tweet ↗ |
| 2026-08-26 | POWI | @DeepDive_KR | +0.25 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | · | tweet ↗ |
| 2026-08-26 | STM | @DeepDive_KR | +0.25 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | -0.6% | tweet ↗ |
| 2026-08-26 | NVTS | @DeepDive_KR | +0.25 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | -9.3% | tweet ↗ |
| 2026-08-26 | FLEX | @DeepDive_KR | +0.65 | Builds an 800VDC infrastructure-beneficiary basket and names FLEX as the author's favorite. | -1.2% | tweet ↗ |
| 2026-08-26 | MRVL | @DeepDive_KR | +0.10 | Bought GLW today as an MRVL earnings-related trade. — Explicitly reports buying GLW today, partly as an MRVL earnings play. | -11.6% | tweet ↗ |
| 2026-08-26 | GLW | @DeepDive_KR | +0.75 | Bought GLW today as an MRVL earnings-related trade. — Explicitly reports buying GLW today, partly as an MRVL earnings play. | -2.5% | tweet ↗ |
| 2026-08-26 | ASTS | @DeepDive_KR | +0.65 | Discloses the largest ASTS shareholding the author has had in years. | -3.1% | tweet ↗ |
| 2026-08-26 | CRM | @DeepDive_KR | -0.65 | Criticizes OpenAI's B2B execution versus Anthropic while citing CRM's Claudeforce launch. | +24.5% | tweet ↗ |
| 2026-08-25 | ASTS | @DeepDive_KR | +0.35 | ASTS commercial beta in New Zealand is reportedly approaching. | -6.4% | tweet ↗ |
| 2026-08-25 | · | @DeepDive_KR | · | Stay long through the US midterm elections. — Author expects policy dynamics to support a broad long stance through the midterms. | · | 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.