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
-0.83
hit rate
45%
mean α
-0.71%
signals 14d
172
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: 45% hit rate, -0.71% mean alpha, trader score -0.83. Their last-14d mentions, direction-adjusted, have moved -7.2% since posting (mean over 114 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Sebagyeong | · | Views the pullback and favorable exchange rate as an opportunity because AI demand should persist. | · | tweet ↗ |
| 2026-08-28 | IREN | @Sebagyeong | +0.60 | Lists five bullish post-earnings analyst ratings and targets for IREN, plus the author's own $200 target. | — | tweet ↗ |
| 2026-08-28 | IREN | @Sebagyeong | +0.65 | Argues IREN's valuation depends on converting secured power and data centers into large contracts and revenue. | — | tweet ↗ |
| 2026-08-28 | INFQ | @Sebagyeong | -0.50 | Links hawkish Warsh remarks and higher yields to sharp losses in rate-sensitive AI and data-center stocks. | — | tweet ↗ |
| 2026-08-28 | IREN | @Sebagyeong | -0.50 | Links hawkish Warsh remarks and higher yields to sharp losses in rate-sensitive AI and data-center stocks. | — | tweet ↗ |
| 2026-08-28 | MRVL | @Sebagyeong | -0.50 | Links hawkish Warsh remarks and higher yields to sharp losses in rate-sensitive AI and data-center stocks. | — | tweet ↗ |
| 2026-08-28 | NBIS | @Sebagyeong | -0.40 | Links hawkish Warsh remarks and higher yields to sharp losses in rate-sensitive AI and data-center stocks. | — | tweet ↗ |
| 2026-08-28 | INFQ | @Sebagyeong | +0.60 | Use today's pullback to deploy capital into a new portfolio of watched names. — Says the pullback presents an opportunity and that the author deploys new portfolio capital on such days. | — | tweet ↗ |
| 2026-08-28 | IREN | @Sebagyeong | +0.60 | Use today's pullback to deploy capital into a new portfolio of watched names. — Says the pullback presents an opportunity and that the author deploys new portfolio capital on such days. | — | tweet ↗ |
| 2026-08-28 | CBRS | @Sebagyeong | +0.60 | Use today's pullback to deploy capital into a new portfolio of watched names. — Says the pullback presents an opportunity and that the author deploys new portfolio capital on such days. | · | tweet ↗ |
| 2026-08-28 | ABCL | @Sebagyeong | +0.60 | Use today's pullback to deploy capital into a new portfolio of watched names. — Says the pullback presents an opportunity and that the author deploys new portfolio capital on such days. | — | tweet ↗ |
| 2026-08-28 | LPTH | @Sebagyeong | +0.60 | Use today's pullback to deploy capital into a new portfolio of watched names. — Says the pullback presents an opportunity and that the author deploys new portfolio capital on such days. | — | tweet ↗ |
| 2026-08-28 | MU | @Sebagyeong | +0.60 | Use today's pullback to deploy capital into a new portfolio of watched names. — Says the pullback presents an opportunity and that the author deploys new portfolio capital on such days. | — | tweet ↗ |
| 2026-08-28 | · | @Sebagyeong | · | Expects a deliberate pre-election selloff followed by a comparatively large rebound. | · | tweet ↗ |
| 2026-08-28 | NVDA | @Sebagyeong | +0.20 | Highlights IREN as the only cloud provider combining two Nvidia-certified infrastructure layers. | — | 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.