Author
@siyul siyul
grade Ax.com/siyul ↗
Named deep-value contrarian hunting hated-sector survivors with framework-driven, tickered theses
Original fundamental deep-value and contrarian stock analysi
trader score
+0.63
hit rate
44%
mean α
+0.45%
signals 14d
10
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 18 scored bets: 44% hit rate, +0.45% mean alpha, trader score +0.63. Their last-14d mentions, direction-adjusted, have moved -1.2% since posting (mean over 3 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | GOOGL | @siyul | -0.15 | Argues Reddit's negotiating leverage against Google has materially improved over three years. | +1.7% | tweet ↗ |
| 2026-08-27 | RDDT | @siyul | +0.35 | Argues Reddit's negotiating leverage against Google has materially improved over three years. | -0.6% | tweet ↗ |
| 2026-08-26 | CRON | @siyul | +0.45 | Frames CRON's hated valuation, cash pile and distrusted owner as a contrarian setup analogous to another unnamed idea. | · | tweet ↗ |
| 2026-08-25 | CRON | @siyul | +0.60 | Recaps CRON finally moving after a prior pitch and teases a similar unnamed idea. | · | tweet ↗ |
| 2026-08-25 | CRON | @siyul | +0.75 | Reiterates a high-upside, limited-downside CRON thesis as shares break to a three-year high. | · | tweet ↗ |
| 2026-08-24 | BTG | @siyul | +0.75 | Reiterates a bullish BTG thesis after a 40% rise, citing permit progress and expected production ramp. | · | tweet ↗ |
| 2026-08-22 | · | @siyul | · | Argues China's gold-to-Treasury shift is irreversible and portfolios may lack hard assets. | · | tweet ↗ |
| 2026-08-20 | DECK | @siyul | +0.20 | Moves DECK into the author's top-three research queue due to enhanced signals, without entering a trade. | -1.2% | tweet ↗ |
| 2026-08-18 | · | @siyul | · | Introduces a raw peer-comparison multiple for screening mining and financial holdings. | · | tweet ↗ |
| 2026-08-16 | · | @siyul | · | Looking to swap some holdings near 52-week highs for names near 52-week lows. — States a concrete forward portfolio-rebalancing plan based on holdings' 52-week ranges. | · | 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.