Author

@Gong987123 Gong987123

Chinese-language AI/memory thesis poster with consistent HBM-bottleneck conviction and open positions

Posts (mostly in Chinese, often as replies) a running commen

trader score
-0.55
hit rate
33%
mean α
-1.34%
signals 14d
17

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 9 scored bets: 33% hit rate, -1.34% mean alpha, trader score -0.55. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16TSLA@Gong987123+0.65Praises Tesla launches as impressive even to non-car enthusiasts, unlike Porsche events.+4.9%
2026-10-16·@Gong987123·Laments that the author's U.S. stock holdings declined from July through October.·
2026-10-16TSLA@Gong987123+0.80Contrasts domestic car features with Tesla's alleged flying-car progress and expresses amazement.+4.9%
2026-10-15TSLA@Gong987123+0.40Expresses aspirational enthusiasm about driving a Tesla to Mars someday.+2.7%
2026-10-15MU@Gong987123+0.20Says MU is comparatively one of the better names, though reply context is missing.-5.8%
2026-10-14·@Gong987123·Reports that a Solana advertisement was removed for a violation within one day.·
2026-10-14CRWV@Gong987123-0.65Chinese text expresses distress at CRWV's apparent decline.-17.6%
2026-10-11TSLA@Gong987123+0.30Suggests Tesla is the only electric vehicle worth buying, though phrased as a question.-2.7%
2026-10-11BTC@Gong987123+0.70Claims buying Bitcoin is consistently profitable.·
2026-10-10·@Gong987123·Reports official criticism after a Huawei vehicle brake-pedal fracture, emphasizing automotive safety risk.·
2026-10-10·@Gong987123·Describes Solulu U card withdrawal, payment-app and spending capabilities positively.·
2026-10-07AAPL@Gong987123+0.60Author advocates systematic investment in major US indexes from 2026-2030 to capture a digital-economy cycle.+3.3%
2026-10-07SPY@Gong987123+0.65Author advocates systematic investment in major US indexes from 2026-2030 to capture a digital-economy cycle.-2.2%
2026-10-07AMZN@Gong987123+0.60Author advocates systematic investment in major US indexes from 2026-2030 to capture a digital-economy cycle.-4.6%
2026-10-07MSFT@Gong987123+0.60Author advocates systematic investment in major US indexes from 2026-2030 to capture a digital-economy cycle.-1.0%

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.