Author

@JackXJong JackXJong

Bilingual supply-chain bull on silicon photonics and AI-infra small caps

Posts bottom-up, supply-chain-driven theses and real-time re

trader score
+1.05
hit rate
71%
mean α
+1.40%
signals 14d
8

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 14 scored bets: 71% hit rate, +1.40% mean alpha, trader score +1.05.

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@JackXJong·Says Fed chair is hawkish and mortgage/REIT stocks are still slowly rising.·
2026-07-02TSLA@JackXJong+0.65Says Tesla is becoming a really good company.
2026-07-02PLTR@JackXJong+0.25Reflects on rotation from AI semis toward software and crypto, regret over past sells and cautious valuation view.
2026-07-02TSLA@JackXJong+0.25Reflects on rotation from AI semis toward software and crypto, regret over past sells and cautious valuation view.
2026-07-02TSLA@JackXJong+0.65Praises Tesla 480k vehicle deliveries and energy as AI data center infrastructure provider.
2026-07-02TSLA@JackXJong-0.10Questions Optimus timing after Elon reportedly says progress will be extremely slow.
2026-07-02NVDA@JackXJong+0.20Compares Nvidia's past beat/raise cycle to memory firms, arguing valuation may support re-rating.
2026-07-02MU@JackXJong+0.45Says from today they are also long-term investors in Micron and SanDisk; only MU resolved.

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.