Author

@JJrit1816 JJrit1816

Korean retail thematic bull anchored on HIMS, semis, nuclear, space and crypto

Posts Korean-language thematic theses and running position c

trader score
+0.85
hit rate
40%
mean α
+0.79%
signals 14d
50

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: 40% hit rate, +0.79% mean alpha, trader score +0.85. Their last-14d mentions, direction-adjusted, have moved +4.8% since posting (mean over 36 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02HIMS@JJrit1816+0.25Analyzes HIMS receivables jump, rebate receivables and JPM receivables sale as liquidity prep.
2026-07-02META@JJrit1816-0.20Says it would be good if Meta showed something new in AI besides social media but seems difficult.
2026-07-01HIMS@JJrit1816+0.35Praises prior HIMS buy call in the $10s and continued accumulation.-2.0%
2026-07-01HIMS@JJrit1816+0.35Hopes HIMS keeps +5% move into close and likes OSCR defensive strength.-2.0%
2026-07-01OSCR@JJrit1816+0.20Hopes HIMS keeps +5% move into close and likes OSCR defensive strength.+0.9%
2026-07-01HIMS@JJrit1816+0.25Mentions market attention and asks HIMS to rescue from FOMO.-2.0%
2026-06-30HIMS@JJrit1816+0.30Analyzes FDA/PCAC peptide regulatory setup and says approval probability looks high pending late July.+6.1%
2026-06-29BLSH@JJrit1816+0.45BLSH disclosed acquisition agreement for Equiniti and Gibraltar GFSC approval around tokenized securities infrastructure.+7.9%
2026-06-29HIMS@JJrit1816+0.55Says HIMS position exceeded 70% and expresses it needs to go up.+10.2%
2026-06-28·@JJrit1816·Says leverage that helped US stock rally is increasingly becoming a source of anxiety.·
2026-06-28·@JJrit1816·Wondering whether to re-enter Tempus AI. — Mentions considering re-entering Tempus AI but no public ticker is explicit.·
2026-06-28HIMS@JJrit1816+0.50Simple bullish cheer for HIMS.+8.4%
2026-06-28·@JJrit1816·Long Korean housing affordability and loan regulation framework with demographic implications.·
2026-06-28OPEN@JJrit1816+0.45Balanced OPEN thesis: Russell inclusion, CEO insider buy, AI hire, housing bill vs macro and dilution risks.+12.1%
2026-06-27·@JJrit1816·Says recent event may pressure semiconductor stocks for a while despite memory demand growth.·

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.