Author · brief 2026-10-18

@diunn28 diunn28

Emotional long-term Tesla bull who trades crypto and watches KOSPI on the side

Posts running TSLA commentary — price targets, merger/diluti

trader score
+2.67
hit rate
90%
mean α
+0.29%
signals 14d
37

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-10-18.

Their picks, scored

Across their last 20 scored bets: 90% hit rate, +0.29% mean alpha, trader score +2.67. Their last-14d mentions, direction-adjusted, have moved +5.5% since posting (mean over 14 mentions with price data).

Leveraged Palantir short anchors bearish equity calls alongside gold buying

The author discloses a 3x leveraged PLTR short entered at $180, a leveraged INTC long entered at $115, and the sale of all 128 TSLA shares to concentrate on the short. Their central read is that semiconductor rebounds are dead-cat bounces, while GLD deserves buying despite bad news. Later posts specify a lower target range for 000660.KS and criticize TSLA's valuation, without documenting another position change.

Disclosed book2names the author says they hold — positions, not commentary
LONGTSLA4 sigsLONGPLTR4 sigs
Themes3analyst read · 2026-10-18
▼Semiconductor rebounds viewed as late-cycle dead-cat bounces
bearintensifying6 signals
⚠ 50% of theme signals are INTC — flag pump risk
▼Palantir collapse thesis backed by concentrated leveraged short
bearNEW4 signals
⚠ 100% of theme signals are PLTR — flag pump risk
▼Automotive hype, stretched valuations and technical downside
bearNEW5 signals
⚠ 80% of theme signals are TSLA — flag pump risk
Hypotheses4what the author said, ticker-anchored — ✓ skin = disclosed position behind it
claimtickerdirstrengthsignalsskinthemereceipt
000660.KS is experiencing a dead-cat bounce and could break its prior low toward KRW 0.8–1.1 million.000660.KS▼0.132·Semiconductor rebounds viewed as
TSLA exemplifies a boom followed by technical decline and a dead-cat bounce, while its roughly 300 multiple draws skepticism.TSLA▼0.112✓Automotive hype, stretched valua
PLTR could collapse; the author repeats bearish failure claims and maintains a 3x leveraged short entered at $180.PLTR▼0.044✓Palantir collapse thesis backed
INTC's rebound may be a dead-cat bounce, with severe downside if it fails to recover.INTC▼0.012·Semiconductor rebounds viewed as
Direction this week

Bearish conviction centers on the leveraged PLTR short and anticipated semiconductor downside, although the author still discloses a leveraged INTC long. The TSLA exit funds concentration on PLTR, while GLD is the sole ticker-specific directional buy call. PLTR accounts for all four signals in its theme, creating concentration and promotional-risk concerns.

Per-ticker coverage11positions first, then by signal count
tickersignalssentimentcallsposnewsactionalignment
TSLA4-0.21010hold disclosedneutral
PLTR4-0.58020holding into weaknessmismatch
INTC3-0.58000bearish commentarycommentary only
000660.KS3-0.77000bearish commentarycommentary only
SOL2+0.03000neutral commentaryneutral
GLD1+0.85100long callno position bull call
ARB1+0.40000bullish commentarycommentary only
GM1-0.65000bearish commentarycommentary only
005930.KS1+0.00000neutral commentaryneutral
AVAX1-0.50000bearish commentarycommentary only
BTC1+0.75100long callno position bull call

Alignment separates skin-in-the-game from commentary: ✓ = the author discloses a position consistent with their talk; “call (no pos)” = directional call without a disclosed position; “commentary” = opinion only.

Conviction trades1explicit CALL_DIRECTIONAL actions, receipts included

initiate long 1

datetickerwhat they saidreceipt
2026-10-12GLDRecommends buying GLD because its chart remains strong even when bad news appears.
Position disclosures3skin in the game
PLTR Discloses an ongoing 3x leveraged short entered at $180. held
INTC Holds a leveraged long entered at $115 despite complaints about price weakness. held
TSLA Sold all 128 shares to concentrate on a PLTR short. exited
Best hypotheses4their highest-scoring claims in our index
▼Persistent selling and weak price support leave SK Hynix vulnerable to further declines despite intermittent rebounds an
bearHIGH9 co-supporters
▲Seller exhaustion, bullish divergences and a developing base suggest gold's correction is ending, with confirmed resista
bullHIGH10 co-supporters
▼Foundation-model vendors and commoditized software capabilities threaten Palantir's commercial moat, challenging the dur
bearMEDIUM2 co-supporters
▼Upstream capacity growth overtaking slowing AI-demand growth could end semiconductor scarcity and make Intel an attracti
bearLOW1 co-supporters
Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-14·@diunn28·Emphasizes that defining a robust stop-loss rule is a difficult but essential trading skill.·
2026-10-14·@diunn28·Discusses the difficulty and reputational risk of publishing stop-loss levels.·
2026-10-14SOL@diunn28-0.45Claims prior bearish cycle-ending predictions were all correct.·
2026-10-14TSLA@diunn28-0.40Mocks Tesla's roughly 300 multiple relative to profitable Korean semiconductor firms.+1.4%
2026-10-13000660.KS@diunn28-0.90Predicts SK Hynix will break its prior low and fall toward KRW 0.8–1.1M.—
2026-10-13·@diunn28·Broadly claims the stock market visibly exploits retail investors.·
2026-10-13·@diunn28·Sell and exit when technical declines receive convenient fundamental excuses. — Explicitly advises selling during technically driven declines despite shareholder rationalizations.·
2026-10-13TSLA@diunn28-0.35Uses Tesla as a template for a boom, technical decline, dead-cat bounce and final C-wave.-0.8%
2026-10-13·@diunn28·Predicts the exchange rate will gradually fall to KRW 1,290 and not rebound.·
2026-10-13·@diunn28·Warns that price discovery beyond new highs or lows is unknowable without overhead supply.·
2026-10-12·@diunn28·Calls for a rebound in the Korean index toward 6300.·
2026-10-12000660.KS@diunn28-0.65Repeatedly characterizes SK Hynix's move as a dead-cat bounce.—
2026-10-12TSLA@diunn28-0.10Mocks GM's 2028 eyes-off autonomy goal as implausible relative to Tesla's timeline.-1.5%
2026-10-12GM@diunn28-0.65Mocks GM's 2028 eyes-off autonomy goal as implausible relative to Tesla's timeline.-7.8%
2026-10-12000660.KS@diunn28-0.75Warns investors to avoid SK Hynix above KRW 1.1 million; expresses no Samsung view.—

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.