@ShonerStyle ShonerStyle
Korean AI/semis supply-chain mapper translating US capex into Korea/Japan component beneficiaries
Analyzes the AI/semiconductor supply chain bottom-up, connec
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: 55% hit rate, +0.85% mean alpha, trader score +1.42. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 6 mentions with price data).
ShonerStyle is centered on AI infrastructure, especially optical transceivers, silicon-capacitor supply chains, Tesla FSD rollout, and Korean semiconductor market structure. The most actionable ticker claim is bullish AAOI, framed through ARR upside, roadmap comparisons, and NBIS valuation context, while late-week activity adds an untickered global AI active ETF allocation call. No clear flip is visible; the window reads as consistent AI exposure with a fresh late-week add signal.
The author stays concentrated on AI infrastructure and autonomy, with AAOI and TSLA the clearest ticker-level expressions. There is no documented flip or trim; the only explicit directional action is a June 21 add to an unnamed global AI active ETF. Concentration risk is highest in AAOI within the optical theme and TSLA within autonomy coverage.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | 000660.KS | @ShonerStyle | +0.25 | Lists SK Hynix as KOSPI oversold candidate with RSI, StochRSI, price and volume metrics. | · | tweet ↗ |
| 2026-07-02 | · | @ShonerStyle | · | Ranks coding agents by performance citing Artificial Analysis. | · | tweet ↗ |
| 2026-07-02 | · | @ShonerStyle | · | Notes DAX, Dow Jones and US healthcare sector at record highs. | · | tweet ↗ |
| 2026-07-02 | · | @ShonerStyle | · | KOSPI foreign ownership fact check: market cap and foreign ownership rose despite 150T won selling. | · | tweet ↗ |
| 2026-07-02 | · | @ShonerStyle | · | Argues China benefits if U.S. big tech stops AI capex competition. | · | tweet ↗ |
| 2026-07-01 | SKHY | @ShonerStyle | -0.55 | Says SK Hynix common stock down 12.8% and leveraged product down 27%. | · | tweet ↗ |
| 2026-07-01 | 005930.KS | @ShonerStyle | +0.15 | Detects KOSPI oversold candidates; Samsung Electronics has RSI 28.2 and price 289,500. | · | tweet ↗ |
| 2026-06-30 | · | @ShonerStyle | · | Korean market data: Kospi monthly change 0, highs/lows, flows, and BlackRock view changed to neutral. | · | tweet ↗ |
| 2026-06-29 | BYD | @ShonerStyle | -0.40 | Breaking report says BYD EV buyers will no longer receive government subsidies. | -1.9% | tweet ↗ |
| 2026-06-28 | · | @ShonerStyle | · | Korea sector map comment says rebound outside semis/autos, implying sector rotation. | · | tweet ↗ |
| 2026-06-27 | TSLA | @ShonerStyle | +0.35 | Says frequent Tesla fast charging apparently does not harm battery life, positive product durability read. | +3.6% | tweet ↗ |
| 2026-06-27 | XLV | @ShonerStyle | +0.55 | Healthcare sector at new high and notes Mark Minervini calling LLY. | +2.1% | tweet ↗ |
| 2026-06-27 | LLY | @ShonerStyle | +0.45 | Healthcare sector at new high and notes Mark Minervini calling LLY. | +0.5% | tweet ↗ |
| 2026-06-26 | · | @ShonerStyle | · | Mentions 400T won market cap evaporation in KOSPI and comparison to $350B investment scale. | · | tweet ↗ |
| 2026-06-25 | · | @ShonerStyle | · | Lists countries by number of software developers with numeric counts. | · | 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.