Author

@Nice_Stock_ Nice_Stock_

Korean-language AI-infra conviction bull, NBIS evangelist bridging US neocloud to retail

Posts a high-conviction, position-disclosing thesis on AI da

trader score
+1.17
hit rate
60%
mean α
+2.15%
signals 14d
310

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: 60% hit rate, +2.15% mean alpha, trader score +1.17. Their last-14d mentions, direction-adjusted, have moved -12.8% since posting (mean over 182 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03CRWV@Nice_Stock_-0.35Korean narrative warns Meta cloud move may pressure neocloud contracts, collateral and GPU rental economics.
2026-07-03IREN@Nice_Stock_-0.35Korean narrative warns Meta cloud move may pressure neocloud contracts, collateral and GPU rental economics.
2026-07-03NBIS@Nice_Stock_-0.35Korean narrative warns Meta cloud move may pressure neocloud contracts, collateral and GPU rental economics.
2026-07-03META@Nice_Stock_+0.10Korean narrative warns Meta cloud move may pressure neocloud contracts, collateral and GPU rental economics.
2026-07-03CRWV@Nice_Stock_-0.35Warns any big-tech CapEx slowdown could damage the neocloud demand narrative.
2026-07-03IREN@Nice_Stock_-0.35Warns any big-tech CapEx slowdown could damage the neocloud demand narrative.
2026-07-03NBIS@Nice_Stock_-0.35Warns any big-tech CapEx slowdown could damage the neocloud demand narrative.
2026-07-03·@Nice_Stock_·Notes exchange rate sharply falling but still at 1,531.·
2026-07-03NBIS@Nice_Stock_-0.15Says NBIS cannot only rise and may need to rest after a nonstop run.
2026-07-03·@Nice_Stock_·Mentions DRAM monthly export unit price trend sourced to Samsung Securities.·
2026-07-03CCJ@Nice_Stock_+0.35Discloses AI portfolio performance and says current portfolio is maintained after selling PLTR.
2026-07-03ORBX@Nice_Stock_+0.10Discloses AI portfolio performance and says current portfolio is maintained after selling PLTR.·
2026-07-03KEEL@Nice_Stock_+0.15Discloses AI portfolio performance and says current portfolio is maintained after selling PLTR.
2026-07-03PLTR@Nice_Stock_+0.00Discloses AI portfolio performance and says current portfolio is maintained after selling PLTR.
2026-07-03NBIS@Nice_Stock_+0.45Discloses AI portfolio performance and says current portfolio is maintained after selling PLTR.

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.