Author
@Myeongsu_bean Myeongsu_bean
grade Bx.com/Myeongsu_bean ↗
Korean macro-to-stock thematic analyst mapping AI/power/defense flows to specific beneficiaries
Builds top-down thematic frameworks (AI compute, power scarc
trader score
+0.52
hit rate
50%
mean α
+0.49%
signals 14d
254
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: 50% hit rate, +0.49% mean alpha, trader score +0.52. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 73 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Myeongsu_bean | · | Argues yen intervention failed and rising Japanese yields threaten Treasury-market stability. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Expects capital to flow into renewable energy and power-grid infrastructure. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Frames AI-led GDP growth as the only practical route through U.S. debt constraints. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Views post-Jackson-Hole yield moves as a near-term equity headwind and higher financing-cost risk. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Despite silver's 4% fall, the author rejects a sustained-downtrend thesis and will not sell now. | · | tweet ↗ |
| 2026-08-28 | SPY | @Myeongsu_bean | +0.25 | Compares long-run monthly investing in Nasdaq and S&P 500 from 2000 through 2026. | — | tweet ↗ |
| 2026-08-28 | QQQ | @Myeongsu_bean | +0.25 | Compares long-run monthly investing in Nasdaq and S&P 500 from 2000 through 2026. | — | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Presents food, energy and usable electricity as inflation hedges, amplified by AI data-center demand. | · | tweet ↗ |
| 2026-08-28 | 017670.KS | @Myeongsu_bean | +0.60 | Calls sustained interest in SK Telecom wise and ties Korea's future to the company. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Expresses severe concern about U.S. debt and its potential consequences. | · | tweet ↗ |
| 2026-08-28 | MRNA | @Myeongsu_bean | +0.35 | Summarizes a paper reporting over 99% personalized-vaccine manufacturing success in about six weeks. | — | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Suggests silver may be moving to break its prior high if asset-value dynamics dominate. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Argues AI price comparison will pressure commodity resellers and favor differentiated commerce platforms. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Compares Samsung's flat return with wheat's 26% rise and new high. | · | tweet ↗ |
| 2026-08-28 | · | @Myeongsu_bean | · | Questions why Korean semiconductor and power names remain below prior highs despite bullish narratives. | · | 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.