Author
@Sebagyeong Sebagyeong
grade Cx.com/Sebagyeong ↗
Korean retail conviction bull running a power-scarcity AI-infrastructure thesis, IREN above all
Builds and continuously defends long-term theses on AI-infra
trader score
-1.16
hit rate
40%
mean α
-1.12%
signals 14d
317
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: 40% hit rate, -1.12% mean alpha, trader score -1.16. Their last-14d mentions, direction-adjusted, have moved -9.7% since posting (mean over 228 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Sebagyeong | · | Kevin Warsh warned that the AI boom is adding to inflation pressure. | · | tweet ↗ |
| 2026-10-16 | IREN | @Sebagyeong | +0.25 | An October 13 SEC filing says Horizon 2 commissioning is underway and Horizon 3-4 target Q4 2026 completion. | -7.7% | tweet ↗ |
| 2026-10-16 | NBIS | @Sebagyeong | +0.45 | The author compares neocloud funding, infrastructure and execution, favoring NBIS and criticizing CRWV debt risk. | -4.1% | tweet ↗ |
| 2026-10-16 | IREN | @Sebagyeong | +0.15 | The author compares neocloud funding, infrastructure and execution, favoring NBIS and criticizing CRWV debt risk. | -7.7% | tweet ↗ |
| 2026-10-16 | CRWV | @Sebagyeong | -0.55 | The author compares neocloud funding, infrastructure and execution, favoring NBIS and criticizing CRWV debt risk. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @Sebagyeong | · | The author warns against going all-in merely because the market rebounded. | · | tweet ↗ |
| 2026-10-16 | AMZN | @Sebagyeong | -0.15 | The author frames near-term AI financing pressure against a projected big-tech FCF recovery after 2029. | -0.8% | tweet ↗ |
| 2026-10-16 | META | @Sebagyeong | -0.15 | The author frames near-term AI financing pressure against a projected big-tech FCF recovery after 2029. | -9.4% | tweet ↗ |
| 2026-10-16 | GOOGL | @Sebagyeong | -0.15 | The author frames near-term AI financing pressure against a projected big-tech FCF recovery after 2029. | -6.0% | tweet ↗ |
| 2026-10-16 | MSFT | @Sebagyeong | -0.15 | The author frames near-term AI financing pressure against a projected big-tech FCF recovery after 2029. | -0.9% | tweet ↗ |
| 2026-10-16 | ORCL | @Sebagyeong | -0.15 | The author frames near-term AI financing pressure against a projected big-tech FCF recovery after 2029. | -1.6% | tweet ↗ |
| 2026-10-15 | GOOGL | @Sebagyeong | +0.45 | Google reportedly achieved 99.99% accuracy in a major quantum-computing breakthrough. | -8.3% | tweet ↗ |
| 2026-10-15 | IREN | @Sebagyeong | +0.80 | Add IREN because secured contracts and future revenue remain intact despite the selloff. — The author explicitly presents the rationale for adding IREN and argues its valuation understates contracted growth. | -18.0% | tweet ↗ |
| 2026-10-15 | IREN | @Sebagyeong | +0.55 | The author says IREN has the strongest debt-bearing structure among neocloud peers. | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @Sebagyeong | -0.25 | The author says IREN has the strongest debt-bearing structure among neocloud peers. | -22.2% | 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.