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
+0.45
hit rate
45%
mean α
+0.31%
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: 45% hit rate, +0.31% mean alpha, trader score +0.45. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ADBE | @shufen46250836 | -0.25 | The author says the ADBE position was fully sold to free cash for cheaper opportunities. | +7.6% | tweet ↗ |
| 2026-10-15 | QQQ | @shufen46250836 | +0.55 | Keep cash available and prioritize buying index weakness for a year-end opportunity. — The author views the selloff as a future entry opportunity and favors buying the index. | -3.2% | tweet ↗ |
| 2026-10-14 | LQDA | @shufen46250836 | +0.15 | Continue selling LQDA holdings and wait for another buying opportunity. — Plans further LQDA selling while outlining longer-term upside and a bullish ASML demand thesis. | +25.7% | tweet ↗ |
| 2026-10-14 | ASML | @shufen46250836 | +0.65 | Continue selling LQDA holdings and wait for another buying opportunity. — Plans further LQDA selling while outlining longer-term upside and a bullish ASML demand thesis. | -4.7% | tweet ↗ |
| 2026-10-13 | FLNC | @shufen46250836 | +0.55 | Author discloses buying FLNC and trimming LQDA while expressing optimism about ASML and TSM earnings. | -17.6% | tweet ↗ |
| 2026-10-13 | LQDA | @shufen46250836 | +0.20 | Author discloses buying FLNC and trimming LQDA while expressing optimism about ASML and TSM earnings. | +59.1% | tweet ↗ |
| 2026-10-13 | TSM | @shufen46250836 | +0.40 | Author discloses buying FLNC and trimming LQDA while expressing optimism about ASML and TSM earnings. | -6.0% | tweet ↗ |
| 2026-10-13 | ASML | @shufen46250836 | +0.40 | Author discloses buying FLNC and trimming LQDA while expressing optimism about ASML and TSM earnings. | -8.5% | tweet ↗ |
| 2026-10-12 | · | @shufen46250836 | · | Says the author has not exited and will continue watching, but the asset is unidentified. | · | tweet ↗ |
| 2026-10-12 | SPX | @shufen46250836 | +0.10 | Expects rangebound U.S. equities with conditional hardware upside from CPI and TSMC guidance. | · | tweet ↗ |
| 2026-10-09 | TLT | @shufen46250836 | +0.35 | Sees a potential long-bond yield top and considers TLT, while remaining hesitant amid macro and geopolitical risks. | +4.3% | tweet ↗ |
| 2026-10-08 | PENG | @shufen46250836 | -0.25 | Will exit remaining PENG shares if the stock holds above 80; remains patient on VKTX. — Discloses a completed PENG options exit, a conditional stock exit, and a bullish long-term VKTX thesis. | -25.4% | tweet ↗ |
| 2026-10-08 | VKTX | @shufen46250836 | +0.60 | Will exit remaining PENG shares if the stock holds above 80; remains patient on VKTX. — Discloses a completed PENG options exit, a conditional stock exit, and a bullish long-term VKTX thesis. | -12.0% | tweet ↗ |
| 2026-10-08 | LQDA | @shufen46250836 | -0.25 | Will exit remaining PENG shares if the stock holds above 80; remains patient on VKTX. — Discloses a completed PENG options exit, a conditional stock exit, and a bullish long-term VKTX thesis. | +52.2% | tweet ↗ |
| 2026-10-07 | PENG | @shufen46250836 | +0.70 | Penguin posted results well above expectations, raised guidance and rose over 9% after hours. | -26.4% | 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.