@JEFETRADES JEFETRADES
Fast, level-precise AI/semiconductor swing-and-intraday trader chasing the compute boom
Posts real-time technical trade setups with explicit entry/s
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: 40% hit rate, -0.76% mean alpha, trader score -1.07. Their last-14d mentions, direction-adjusted, have moved -5.6% since posting (mean over 104 mentions with price data).
JEFETRADES is mainly trading AI infrastructure, semis, mega-cap tech levels, and high-beta space/SPAC names. The distinctive read is bullish semis and AI/datacenter setups while aggressively warning that SPCX/ASTS/RKLB downside is developing after a speculative run. The clearest late-window shift is SPCX: early ATH/gap-fill excitement turned into crash/unlock warnings and downside levels.
The clearest flip is SPCX: he moved from higher-highs, ATH price discovery, and $225/gap-fill framing into crash timing, unlock warnings, failed highs, and $168-170 downside. Semis stayed broadly constructive through the window, especially MU, AVGO, NVDA, and MRVL, while MSFT shifted from initial buy call to a warning that it was among the weakest stocks. Concentration is highest in SPCX, creating pump-risk around a speculative name even as the late-week commentary turned bearish.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | QQQ | @JEFETRADES | +0.00 | Author says SPCX feels like a no-brainer short, with little short-term upside beyond QQQ addition. | — | tweet ↗ |
| 2026-07-02 | SPCX | @JEFETRADES | -0.55 | Author says SPCX feels like a no-brainer short, with little short-term upside beyond QQQ addition. | · | tweet ↗ |
| 2026-07-02 | TSLA | @JEFETRADES | -0.50 | Says META rejected 100MA and TSLA double-topped then dropped $30+. | — | tweet ↗ |
| 2026-07-02 | META | @JEFETRADES | -0.55 | Says META rejected 100MA and TSLA double-topped then dropped $30+. | — | tweet ↗ |
| 2026-07-02 | AMD | @JEFETRADES | -0.35 | Recaps AMD drop and opportunities off 526.5 targeting 505-510. | — | tweet ↗ |
| 2026-07-02 | TSLA | @JEFETRADES | -0.25 | Says target was acquired on TSLA straight into 100SMA as mentioned earlier. | — | tweet ↗ |
| 2026-07-02 | TSLA | @JEFETRADES | -0.65 | TSLA rejected PDH and broke support; author watches for $400/100SMA if buyers don't appear. | — | tweet ↗ |
| 2026-07-02 | META | @JEFETRADES | -0.70 | META likely dropping into 580 next — Author says META rejected 100MA and is likely dropping into 580 next. | — | tweet ↗ |
| 2026-07-01 | AMD | @JEFETRADES | -0.40 | Warns MU is sliding and AMD/AVGO may see more downside, while NVDA finds buyers. | -4.3% | tweet ↗ |
| 2026-07-01 | AVGO | @JEFETRADES | -0.35 | Warns MU is sliding and AMD/AVGO may see more downside, while NVDA finds buyers. | -2.4% | tweet ↗ |
| 2026-07-01 | MU | @JEFETRADES | -0.55 | Warns MU is sliding and AMD/AVGO may see more downside, while NVDA finds buyers. | -5.5% | tweet ↗ |
| 2026-07-01 | NVDA | @JEFETRADES | +0.10 | Warns MU is sliding and AMD/AVGO may see more downside, while NVDA finds buyers. | -1.4% | tweet ↗ |
| 2026-07-01 | QQQ | @JEFETRADES | +0.00 | SPCX looks like a prime short under 150 into 135 — Forward short setup on SPCX with QQQ addition timing and downside target. | -1.7% | tweet ↗ |
| 2026-07-01 | SPCX | @JEFETRADES | -0.75 | SPCX looks like a prime short under 150 into 135 — Forward short setup on SPCX with QQQ addition timing and downside target. | · | tweet ↗ |
| 2026-07-01 | CRWV | @JEFETRADES | -0.40 | META announced excess compute cloud business; neo-cloud names sold off on the news. | -4.6% | 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.