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
-1.83
hit rate
25%
mean α
-1.06%
signals 14d
28
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: 25% hit rate, -1.06% mean alpha, trader score -1.83. Their last-14d mentions, direction-adjusted, have moved -24.7% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MG | @jaysyoon | +0.70 | Argues MG is worth over $40 and could attract strategic bidders during its go-shop. | · | tweet ↗ |
| 2026-10-16 | MG | @jaysyoon | +0.50 | MG proxy reveals unprecedented go-shop interest, increasing odds of a higher bid. | · | tweet ↗ |
| 2026-10-15 | CRWV | @jaysyoon | +0.25 | Discloses buying a small CRWV position despite reservations about the company. | -22.2% | tweet ↗ |
| 2026-10-14 | · | @jaysyoon | · | Reports rotating AI holdings into short-term calls and moving roughly 95% to cash. | · | tweet ↗ |
| 2026-10-14 | · | @jaysyoon | · | Reiterates that 95% of capital was withdrawn while exposure moved to short-dated calls. | · | tweet ↗ |
| 2026-10-14 | · | @jaysyoon | · | Describes an established practice of rotating AI positions into short-dated ITM calls. | · | tweet ↗ |
| 2026-10-14 | · | @jaysyoon | · | Says initial returns have been poor ahead of an Anthropic event. | · | tweet ↗ |
| 2026-10-14 | HNRG | @jaysyoon | -0.50 | Says hot CPI and increased hike odds are negative for rate-sensitive HNRG. | — | tweet ↗ |
| 2026-10-13 | · | @jaysyoon | · | Observes a social-media mix of cautious bulls and confident bears without taking a clear side. | · | tweet ↗ |
| 2026-10-13 | · | @jaysyoon | · | Discloses buying short-dated calls across unnamed AI stocks on a contrarian risk-reward thesis. | · | tweet ↗ |
| 2026-10-13 | PESI | @jaysyoon | +0.70 | Detailed bullish thesis links accelerating DFLAW throughput to PESI revenue and grouting approval. | · | tweet ↗ |
| 2026-10-12 | PESI | @jaysyoon | +0.35 | Bought a bit more PESI despite reservations. — Author explicitly discloses adding to PESI, albeit with cautious conviction. | · | tweet ↗ |
| 2026-10-12 | HNRG | @jaysyoon | +0.60 | Turtle Creek's capacity and cost are compared favorably with a $1 billion TransAlta acquisition. | — | tweet ↗ |
| 2026-10-11 | · | @jaysyoon | · | Explains how higher GPU token throughput can offset falling token prices and preserve inference margins. | · | tweet ↗ |
| 2026-10-11 | · | @jaysyoon | · | Models roughly $120M annual EBITDA from a comparable peaker-asset transaction. | · | 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.