Author
@shufen46250836 shufen46250836
grade Bx.com/shufen46250836 ↗
Cross-market AI supply-chain trader bridging China A-shares and US tech rotation
Posts narrative macro frameworks and sector-rotation recaps
trader score
+0.17
hit rate
50%
mean α
+0.10%
signals 14d
24
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, +0.10% mean alpha, trader score +0.17. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @shufen46250836 | · | Author expects US equities to reach new highs before midterms even if the Fed makes one precautionary hike. | · | tweet ↗ |
| 2026-08-28 | MRVL | @shufen46250836 | +0.55 | Maintains confidence in AI hardware despite MRVL's drop, citing supply constraints and LITE's 2028 EPS target. | — | tweet ↗ |
| 2026-08-28 | LITE | @shufen46250836 | +0.75 | Maintains confidence in AI hardware despite MRVL's drop, citing supply constraints and LITE's 2028 EPS target. | — | tweet ↗ |
| 2026-08-27 | CRDO | @shufen46250836 | +0.60 | Argues NVIDIA guidance extends the AI hardware cycle and directly benefits power and optical-material leaders. | -3.1% | tweet ↗ |
| 2026-08-27 | AXTI | @shufen46250836 | +0.60 | Argues NVIDIA guidance extends the AI hardware cycle and directly benefits power and optical-material leaders. | -12.4% | tweet ↗ |
| 2026-08-27 | FLEX | @shufen46250836 | +0.60 | Argues NVIDIA guidance extends the AI hardware cycle and directly benefits power and optical-material leaders. | -4.2% | tweet ↗ |
| 2026-08-26 | NVDA | @shufen46250836 | +0.55 | Expects benign PCE and NVDA earnings to support markets after recent risk reduction. | +3.8% | tweet ↗ |
| 2026-08-25 | NVDA | @shufen46250836 | +0.45 | Argues AI hardware remains the durable leadership despite weak confidence and low positioning. | +2.1% | tweet ↗ |
| 2026-08-24 | NVDA | @shufen46250836 | -0.20 | Warns of weak global markets and a possible 2023-style bond/equity selloff around NVDA earnings and Jackson Hole. | +4.4% | tweet ↗ |
| 2026-08-21 | NUGT | @shufen46250836 | -0.45 | Gradually sell NUGT around current gold levels as upside nears the 4,800-5,000 target zone. — Explicitly recommends gradual selling after NUGT rose from a 130 cost basis to 202 and gold approached target. | -6.5% | tweet ↗ |
| 2026-08-19 | LLY | @shufen46250836 | +0.65 | Favors healthcare and oversold technology, highlighting Lilly data and memory-sector buybacks. | -8.3% | tweet ↗ |
| 2026-08-19 | 005930.KS | @shufen46250836 | +0.45 | Favors healthcare and oversold technology, highlighting Lilly data and memory-sector buybacks. | · | tweet ↗ |
| 2026-08-19 | 000660.KS | @shufen46250836 | +0.45 | Favors healthcare and oversold technology, highlighting Lilly data and memory-sector buybacks. | · | tweet ↗ |
| 2026-08-19 | · | @shufen46250836 | · | Expects pharmaceutical and software sectors to deliver excess returns. | · | tweet ↗ |
| 2026-08-19 | NUGT | @shufen46250836 | +0.15 | Explains that NUGT was sold after a large rise rather than because of a bearish view. | +4.3% | 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.