Author

@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

trader score
-0.25
hit rate
50%
mean α
-0.19%
signals 14d
21

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: 50% hit rate, -0.19% mean alpha, trader score -0.25. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 9 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27·@ShonerStyle·Suggests US production by three transformer companies as a tariff response theme.·
2026-08-26·@ShonerStyle·Criticizes a Korean demerger, listing and remerger after an 81% IPO-price decline.·
2026-08-26·@ShonerStyle·SK Innovation disclosed absorption of SKIET effective January 1, 2027, shifting losses to the parent.·
2026-08-26NVDA@ShonerStyle+0.65Credits Jensen Huang's earnings call with supporting the broader market.+3.8%
2026-08-26·@ShonerStyle·Describes GLM-5.3 and Qwen 3.8 Flash as frontier-class Chinese open-weight language models.·
2026-08-26·@ShonerStyle·Argues AI release bottlenecks now center on safety, evaluation and productization rather than training.·
2026-08-25AAPL@ShonerStyle+0.50Argues strong Alibaba open models will boost future Mac sales.+3.2%
2026-08-24·@ShonerStyle·Quotes Jim Cramer saying to sell semiconductors when Samsung declines.·
2026-08-24SPY@ShonerStyle-0.30Cites market confusion and seasonal correction risk, with a bearish regime trigger below SPY 760.+0.8%
2026-08-20·@ShonerStyle·Lists three KOSPI oversold candidates with RSI, StochRSI and price readings.·
2026-08-20·@ShonerStyle·Lists two KOSPI oversold candidates using RSI, Bollinger-band and volume readings.·
2026-08-20AAPL@ShonerStyle+0.10Analyzes a benchmark's likely M3 Ultra 60-core GPU and 96GB memory configuration from reported usage.+2.7%
2026-08-19ABNB@ShonerStyle+0.40Says Airbnb's recent trend is good and notes growing popularity.+1.6%
2026-08-19MRNA@ShonerStyle+0.60Highlights a major MRNA short squeeze and bullish healthcare spillover.-20.9%
2026-08-19TSLA@ShonerStyle+0.30Summarizes TSLA performance, catalysts, consensus target and valuation caution.-0.7%

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.