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
-1.11
hit rate
25%
mean α
-0.95%
signals 14d
298
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: 25% hit rate, -0.95% mean alpha, trader score -1.11. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 78 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Myeongsu_bean | · | Argues $100 oil, inflation and higher rates are breaking the prior 40-year investment regime. | · | tweet ↗ |
| 2026-10-16 | · | @Myeongsu_bean | · | Says the market looks frightening and the author will refrain from trading until after elections. | · | tweet ↗ |
| 2026-10-16 | CRWV | @Myeongsu_bean | -0.65 | Says CoreWeave risk is significant and appears to be materializing. | -11.7% | tweet ↗ |
| 2026-10-16 | VRT | @Myeongsu_bean | +0.00 | Maps key earnings dates for testing the sustainability of AI infrastructure spending. | -5.9% | tweet ↗ |
| 2026-10-16 | AMZN | @Myeongsu_bean | +0.00 | Maps key earnings dates for testing the sustainability of AI infrastructure spending. | -0.8% | tweet ↗ |
| 2026-10-16 | MSFT | @Myeongsu_bean | +0.00 | Maps key earnings dates for testing the sustainability of AI infrastructure spending. | -0.9% | tweet ↗ |
| 2026-10-16 | GOOGL | @Myeongsu_bean | +0.00 | Maps key earnings dates for testing the sustainability of AI infrastructure spending. | -6.0% | tweet ↗ |
| 2026-10-16 | GEV | @Myeongsu_bean | +0.00 | Maps key earnings dates for testing the sustainability of AI infrastructure spending. | -11.5% | tweet ↗ |
| 2026-10-16 | NVDA | @Myeongsu_bean | +0.00 | Maps key earnings dates for testing the sustainability of AI infrastructure spending. | -1.5% | tweet ↗ |
| 2026-10-16 | KOSPI | @Myeongsu_bean | +0.25 | References the KOSPI's rise from 2500 to 9000 while discussing investor attitudes. | · | tweet ↗ |
| 2026-10-16 | SOXL | @Myeongsu_bean | +0.45 | Expresses amazement at SOXL's rise from roughly 10 on the monthly chart. | -10.8% | tweet ↗ |
| 2026-10-16 | SKHY | @Myeongsu_bean | +0.45 | Prefer buying SKHY rather than the Korean-listed SK Hynix shares. — Explicitly recommends SKHY over the Korean listing after comparing October declines. | +0.4% | tweet ↗ |
| 2026-10-16 | · | @Myeongsu_bean | · | Warns US equities could collapse if the largest capitalization stocks begin failing. | · | tweet ↗ |
| 2026-10-16 | · | @Myeongsu_bean | · | Reiterates that this is not a time for greed despite widespread rebound calls. | · | tweet ↗ |
| 2026-10-16 | · | @Myeongsu_bean | · | Interprets a central-bank comment as warning that materials-equipment firms face hardship at high rates. | · | 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.