Author
@jaysyoon jaysyoon
grade Bx.com/jaysyoon ↗
Named conviction long on the AI-datacenter optics and power supply chain
Posts high-conviction, tickered long theses and position upd
trader score
+1.92
hit rate
75%
mean α
+2.79%
signals 14d
23
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: 75% hit rate, +2.79% mean alpha, trader score +1.92. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SIVE | @jaysyoon | -0.75 | Derides SIVE while commenting on its volatile move. | · | tweet ↗ |
| 2026-08-28 | ARE.TO | @jaysyoon | -0.45 | Mocks a favorable rating after ARE.TO declined roughly 15%. | · | tweet ↗ |
| 2026-08-28 | PESI | @jaysyoon | +0.80 | Argues consensus growth is too conservative using contracted and prospective revenue. | · | tweet ↗ |
| 2026-08-27 | PESI | @jaysyoon | +0.45 | Reports a large shareholder doubled its PESI stake and argues upside remains. | · | tweet ↗ |
| 2026-08-26 | AAOI | @jaysyoon | -0.70 | Says AI trading now favors durable quality, with LITE outperforming AAOI | -6.6% | tweet ↗ |
| 2026-08-26 | LITE | @jaysyoon | +0.70 | Says AI trading now favors durable quality, with LITE outperforming AAOI | -4.7% | tweet ↗ |
| 2026-08-24 | PSNL | @jaysyoon | +0.50 | Craig-Hallum downgraded PSNL; author disputes its reasoning and remains constructive. | +0.1% | tweet ↗ |
| 2026-08-24 | MRNA | @jaysyoon | +0.10 | Craig-Hallum downgraded PSNL; author disputes its reasoning and remains constructive. | -0.6% | tweet ↗ |
| 2026-08-24 | TEM | @jaysyoon | -0.20 | Craig-Hallum downgraded PSNL; author disputes its reasoning and remains constructive. | -3.2% | tweet ↗ |
| 2026-08-24 | PESI | @jaysyoon | +0.65 | Author argues 200E grouting is inevitable and cites rising plant output and DOE confidence. | · | tweet ↗ |
| 2026-08-21 | PSNL | @jaysyoon | +0.10 | Posts a PSNL price level of 17.50 without explaining its significance. | -7.1% | tweet ↗ |
| 2026-08-21 | PSNL | @jaysyoon | +0.45 | Reports PSNL at 17.30 and says the market is increasingly pricing a revised acquisition deal. | -7.1% | tweet ↗ |
| 2026-08-20 | PSNL | @jaysyoon | +0.80 | Predicts PSNL would rally massively if its deal fails, aided by recent MRNA news. | +1.1% | tweet ↗ |
| 2026-08-20 | MRNA | @jaysyoon | +0.15 | Predicts PSNL would rally massively if its deal fails, aided by recent MRNA news. | +3.5% | tweet ↗ |
| 2026-08-20 | · | @jaysyoon | · | Suggests large shareholders could apply behind-the-scenes pressure through soft activism. | · | 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.