@scetrader scetrader
Dutch options swing trader posting AI thematic baskets, option flow, and big percentage win recaps
Posts intraday/swing options trade alerts ('Trade Now' sprea
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.
Across their last 20 scored bets: 35% hit rate, -2.13% mean alpha, trader score -1.51. Their last-14d mentions, direction-adjusted, have moved -2.7% since posting (mean over 172 mentions with price data).
scetrader is trading around index and single-name option setups while tracking Europe, oil, Fed tone, Iran headlines, and semiconductor leadership. The distinctive read is selective: chips and advanced packaging remain constructive, while macro/index risk moved from lower-oil relief to Fed/geopolitical caution. Explicit trading skewed toward call-spread entries in GLW and COIN, then disciplined profit-taking across SPX, NET, MCHP, MARA, and VRT.
The week began with lower-oil and Iran-deal relief, then flipped toward caution after Fed tone, renewed Iran uncertainty, CTA pressure, and explicit sell-on-rallies risk. Trading actions show more trims than adds after Monday: new GLW and COIN call spreads were followed by profit-taking in SPX, NET, MCHP, MARA, and VRT. Concentration sits in index/options monitoring and chips, with SPCX-heavy space headlines carrying pump-risk because most of that theme’s signals cluster in one ticker.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @scetrader | · | Reports global equity fund inflows rising as investors add tech stocks after a dip. | · | tweet ↗ |
| 2026-07-03 | · | @scetrader | · | Frames AI data movement bottleneck as a new battleground for photonics and optical interconnects. | · | tweet ↗ |
| 2026-07-03 | SAP | @scetrader | -0.15 | Mentions SAP chart at VWAP after a sharp stock decline. | — | tweet ↗ |
| 2026-07-03 | AALB | @scetrader | +0.25 | Says chips are higher and Aalberts is bid in a friendly market tone. | · | tweet ↗ |
| 2026-07-03 | AALB | @scetrader | +0.30 | Describes Aalberts as a race car and trading tone as friendly. | · | tweet ↗ |
| 2026-07-03 | ASRNL | @scetrader | +0.30 | ABN AMRO raises ASRNL target from EUR77 to EUR79 with confidence in new CEO. | · | tweet ↗ |
| 2026-07-02 | DSFIR | @scetrader | +0.40 | Deutsche Bank raises DSM-Firmenich target to EUR98 from EUR75 and stays Buy. | · | tweet ↗ |
| 2026-07-02 | ASMI | @scetrader | +0.25 | Citi raises ASMPT target to HK$250 from HK$180 with Buy; ASMI noted as indirect support. | · | tweet ↗ |
| 2026-07-02 | META | @scetrader | -0.35 | Says Meta's AI has not accelerated as the company hoped over the past four months. | — | tweet ↗ |
| 2026-07-02 | HOOD | @scetrader | +0.20 | Mentions Robinhood higher while crypto trades sideways. | — | tweet ↗ |
| 2026-07-02 | AEX | @scetrader | +0.15 | AEX option-flow bias says trends remain intact after a slightly lower Thursday. | · | tweet ↗ |
| 2026-07-02 | DAX | @scetrader | +0.15 | Says European indices show green spots despite weakness in chips. | — | tweet ↗ |
| 2026-07-02 | AEX | @scetrader | +0.15 | Says European indices show green spots despite weakness in chips. | · | tweet ↗ |
| 2026-07-02 | · | @scetrader | · | Macro market overview expects calm European reaction despite tech and chip weakness. | · | tweet ↗ |
| 2026-07-02 | SOX | @scetrader | -0.35 | Asks if SMH VWAP marks start of large chip decline. | · | 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.