Author
@Sofigoodboy Sofigoodboy
grade Cx.com/Sofigoodboy ↗
Korean retail photonics super-fan running a live supply-chain thesis on SIVE and LWLG
Posts real-time Korean-language commentary, theses, and trad
trader score
+0.48
hit rate
45%
mean α
+1.37%
signals 14d
41
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, +1.37% mean alpha, trader score +0.48. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SIVE | @Sofigoodboy | +0.65 | Interprets Q2 messaging as evidence that SIVE's pipeline is converting into production. | · | tweet ↗ |
| 2026-08-28 | SIVE | @Sofigoodboy | +0.55 | Relays the CEO's focus on product-company growth and dismisses negative articles as noise. | · | tweet ↗ |
| 2026-08-28 | SIVE | @Sofigoodboy | +0.65 | Quotes the CEO saying the opportunity pipeline is already converting to production orders and revenue. | · | tweet ↗ |
| 2026-08-28 | SIVE | @Sofigoodboy | +0.20 | Defends SIVE against a critical article and frames the coverage as malicious. | · | tweet ↗ |
| 2026-08-27 | SIVE | @Sofigoodboy | +0.10 | Claims a named critic is biased against SIVE, implicitly defending the company. | · | tweet ↗ |
| 2026-08-27 | SIVE | @Sofigoodboy | +0.10 | Claims a named critic is biased against SIVE, implicitly defending the company. | · | tweet ↗ |
| 2026-08-27 | SIVE | @Sofigoodboy | +0.55 | Argues the move from NRE to production ramp makes pessimism unwarranted. | · | tweet ↗ |
| 2026-08-27 | SIVE | @Sofigoodboy | +0.00 | Announces a scheduled live CEO interview fourteen hours later. | · | tweet ↗ |
| 2026-08-27 | SIVE | @Sofigoodboy | +0.15 | Relays the CFO's explanation that lower NRE revenue reflects a deliberate production-ramp transition. | · | tweet ↗ |
| 2026-08-27 | SIVE | @Sofigoodboy | +0.50 | Expresses desire to see further positive price movement in SIVE. | · | tweet ↗ |
| 2026-08-26 | SIVE | @Sofigoodboy | +0.45 | Expresses eager positive anticipation for SIVE, with context in attached media. | · | tweet ↗ |
| 2026-08-26 | · | @Sofigoodboy | · | Warns that a 20% rise in card loans combined with rate hikes would be troubling. | · | tweet ↗ |
| 2026-08-26 | · | @Sofigoodboy | · | Mocks the KOSPI outlook after the Bank of Korea raises rates. | · | tweet ↗ |
| 2026-08-26 | SIVE | @Sofigoodboy | +0.55 | Contrasts delivered results with substantial future opportunity. | · | tweet ↗ |
| 2026-08-25 | SIVE | @Sofigoodboy | +0.60 | Endorses the view that selling overhang is exhausted and a catalyst can normalize SIVE. | · | 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.