@IngJuanPa7 IngJuanPa7
Globally-sourced AI-buildout thematic analyst who chains catalysts into causal baskets
Writes long-form, source-attributed framework posts and cura
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 75% hit rate, +1.84% mean alpha, trader score +2.30. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 208 mentions with price data).
This author is mainly amplifying SpaceX/SPCX momentum, valuation milestones, options activity, and credit validation, with a later drawdown noted but no clear exit or directional trade. The distinctive read is a broad, event-driven tape across AI infrastructure, defense drones, GLP-1s, and regulation rather than a concentrated portfolio disclosure. Conviction appears most concentrated in SPCX and ONDS, while software and IT-services AI monetization are treated more skeptically.
No explicit CALL_DIRECTIONAL or POSITION_DISCLOSURE signals appear, so there is no confirmed add, trim, exit, or trade flip. Attention stayed heavily concentrated in SPCX, with repeated bullish valuation and options updates offset late by a 9% pullback and bond-issuance note. ONDS coverage intensified mid-to-late week through repeated thesis-reinforcing defense and acquisition updates, while AI software and IT services remained more skeptical.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | MU | @IngJuanPa7 | -0.50 | Reports Michael Burry is now short Micron shares. | — | tweet ↗ |
| 2026-07-03 | CPNG | @IngJuanPa7 | -0.35 | South Korean office rejects bias allegations over Coupang data leak investigation and fine. | — | tweet ↗ |
| 2026-07-03 | TSLA | @IngJuanPa7 | +0.35 | Tesla launches US Model Y L at $61,990 with six seats, 325-mile range and demand implications. | — | tweet ↗ |
| 2026-07-03 | 002594 | @IngJuanPa7 | +0.05 | Tesla launches US Model Y L at $61,990 with six seats, 325-mile range and demand implications. | · | tweet ↗ |
| 2026-07-03 | AMZN | @IngJuanPa7 | +0.30 | Amazon plans initial Leo satellite internet launch after reaching 394 satellites in orbit. | — | tweet ↗ |
| 2026-07-03 | SPCX | @IngJuanPa7 | +0.00 | Amazon plans initial Leo satellite internet launch after reaching 394 satellites in orbit. | · | tweet ↗ |
| 2026-07-03 | NKE | @IngJuanPa7 | -0.30 | 7-Eleven sued Nike over Air Max 95 colorway, seeking to block sales and damages. | — | tweet ↗ |
| 2026-07-02 | OWL | @IngJuanPa7 | -0.35 | Blue Owl kept 5% quarterly redemption cap despite $4.7B withdrawal requests. | — | tweet ↗ |
| 2026-07-02 | GS | @IngJuanPa7 | +0.05 | Blue Owl kept 5% quarterly redemption cap despite $4.7B withdrawal requests. | — | tweet ↗ |
| 2026-07-02 | 002594 | @IngJuanPa7 | +0.00 | Tesla Q2 deliveries of 480,126 beat 402,776 Wall Street estimate. | · | tweet ↗ |
| 2026-07-02 | TSLA | @IngJuanPa7 | +0.65 | Tesla Q2 deliveries of 480,126 beat 402,776 Wall Street estimate. | — | tweet ↗ |
| 2026-07-02 | GOOG | @IngJuanPa7 | -0.35 | EU court upheld €4.1B Android dominance fine against Alphabet. | — | tweet ↗ |
| 2026-07-02 | TSLA | @IngJuanPa7 | +0.35 | U.S. closes 2022 investigation into 695,000 Tesla vehicles over unexpected braking. | — | tweet ↗ |
| 2026-07-02 | 005930 | @IngJuanPa7 | +0.15 | SK Hynix plans $64.38B chip factory investment amid AI memory demand and capacity fears. | · | tweet ↗ |
| 2026-07-02 | MU | @IngJuanPa7 | -0.15 | SK Hynix plans $64.38B chip factory investment amid AI memory demand and capacity fears. | — | 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.