Author
@Trader_Jesse_ Trader_Jesse_
grade Bx.com/Trader_Jesse_ ↗
Korea/US AI-infra thematic trader who ties flow plumbing to macro regime
Posts macro regime frameworks and AI-infrastructure thematic
trader score
-1.47
hit rate
30%
mean α
-0.66%
signals 14d
129
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: 30% hit rate, -0.66% mean alpha, trader score -1.47. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 39 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Trader_Jesse_ | · | Reports a claimed US-Venezuela oil agreement covering over 65B barrels and majority US control. | · | tweet ↗ |
| 2026-08-28 | · | @Trader_Jesse_ | · | Reports ChangXin Memory Q2 FY26 revenue, margins and net income far above Goldman estimates. | · | tweet ↗ |
| 2026-08-27 | · | @Trader_Jesse_ | · | Frames Venezuelan heavy crude as a post-2027 structural buffer, not an immediate diesel fix. | · | tweet ↗ |
| 2026-08-27 | · | @Trader_Jesse_ | · | Notes indirect-investment allocation is only 22.7% filled and may spread liquidity to smaller firms. | · | tweet ↗ |
| 2026-08-27 | 2454.TW | @Trader_Jesse_ | +0.40 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | · | tweet ↗ |
| 2026-08-27 | NVDA | @Trader_Jesse_ | +0.10 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | -4.6% | tweet ↗ |
| 2026-08-27 | ASX | @Trader_Jesse_ | +0.30 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | -2.9% | tweet ↗ |
| 2026-08-27 | MRVL | @Trader_Jesse_ | -0.20 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | -10.3% | tweet ↗ |
| 2026-08-27 | 3661.TW | @Trader_Jesse_ | +0.30 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | · | tweet ↗ |
| 2026-08-27 | AVGO | @Trader_Jesse_ | +0.25 | JPMorgan maps Marvell guidance implications across Asian AI-networking suppliers. | -0.7% | tweet ↗ |
| 2026-08-27 | 000660.KS | @Trader_Jesse_ | +0.45 | SK Hynix's CEO expects memory shortages through 2030 and durable AI-customized demand thereafter. | · | tweet ↗ |
| 2026-08-27 | · | @Trader_Jesse_ | · | Reports U.S.-Venezuela talks over major oil-field stakes that could double U.S. reserves. | · | tweet ↗ |
| 2026-08-27 | · | @Trader_Jesse_ | · | Argues financing strength reflects an economy-wide industrial leg up, not only the AI value chain. | · | tweet ↗ |
| 2026-08-27 | 207940.KS | @Trader_Jesse_ | -0.10 | Samsung Biologics plans a KRW3T equity raise for facilities and a polypeptide acquisition. | · | tweet ↗ |
| 2026-08-27 | NVDA | @Trader_Jesse_ | -0.60 | Reports Burry's Nvidia call hedge and larger short exposure in Nvidia, Oracle, and other stocks. | -4.6% | 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.