@Myeongsu_bean Myeongsu_bean

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.

The author is overwhelmingly focused on semiconductors and AI infrastructure, preferring leading chip/platform names over smaller parts suppliers and repeatedly validating ARM, AMAT, TSM, MRVL, AMD, NVDA and MSFT. Distinctive read is that AI demand, memory inflation, sovereign AI, data-center power and even SpaceX cash flows ultimately recycle into semis, while Korea’s rally should be held but not chased. Late-week tone adds risk control: partial profit-taking in SK Hynix exposure, warning on Korean leverage, and a disclosed short in SPCX.

Conviction is concentrated in semiconductors, AI infrastructure and Korea index leadership, with repeated validation of AMAT, ARM, TSM, MRVL, NVDA and AMD. The author adds explicit risk control late in the window, saying partial profit-taking is acceptable in SK Hynix-driven concentration and warning that Korean leverage and margin controls can trigger corrections. The only disclosed position is bearish SPCX, framed as a short held after earlier SpaceX supply-demand upside risk gives way to expected downside.

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.