@Kody__Rogers Kody__Rogers

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.

Kody__Rogers spent the window overwhelmingly trading around SMR, with ASPI as the secondary tactical long and the rest of the nuclear basket mostly used as context. The distinctive read is not a simple squeeze call: he repeatedly argues SMR is constrained by ATM supply, dealer mechanics, and max-pain pinning, while still expecting tradable upside around catalysts and Korea-related headlines. Mid-window he moved from ASPI rotation into SMR, turned cautious on float and ATM pressure, then reloaded/held SMR before planning to collect gains near $12.

The author flipped tactically from ASPI into SMR early in the window, then oscillated between bullish reloads and caution over ATM supply, float expansion, and dealer pinning. By June 17-18, conviction had intensified around SMR as the core trade, including a fully invested disclosure and a plan to take gains near $12. Concentration is heavy in SMR, with pump-risk elevated because many basket-tagged posts are really SMR-specific calls.

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.