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
-1.83
hit rate
15%
mean α
-1.30%
signals 14d
158
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: 15% hit rate, -1.30% mean alpha, trader score -1.83. Their last-14d mentions, direction-adjusted, have moved -7.7% since posting (mean over 28 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Trader_Jesse_ | · | Expects conditions to worsen and argues trading methods must change. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Argues investors should prioritize industry reports and new company data over macro anxiety. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Says changing conditions require a corresponding change in investment methods. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Argues private investment and company earnings have replaced Fed liquidity as the key investing framework. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Says innovation-led growth, sector concentration and volatility require new active-investing methods. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Reframes the economy from low-investment growth to a high-investment, high-growth regime. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Says corporate investment, rather than Fed liquidity, now drives the economy. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Argues private technology, capex and productivity now lead growth and should anchor macro analysis. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Claims that studying Fed policy no longer produces investment alpha. | · | tweet ↗ |
| 2026-10-16 | · | @Trader_Jesse_ | · | Defends Warsh's consistent view that AI investment drives growth while separating it from near-term rates. | · | tweet ↗ |
| 2026-10-15 | · | @Trader_Jesse_ | · | Dismisses viral fear content as a recurring feature of peak market panic. | · | tweet ↗ |
| 2026-10-15 | · | @Trader_Jesse_ | · | Says claims that no buyers remain typically appear near market bottoms. | · | tweet ↗ |
| 2026-10-15 | · | @Trader_Jesse_ | · | Argues peak capitulation often marks oversold turning zones when the underlying thesis remains intact. | · | tweet ↗ |
| 2026-10-15 | · | @Trader_Jesse_ | · | Criticizes investors for inventing narratives around further price declines instead of earnings. | · | tweet ↗ |
| 2026-10-15 | · | @Trader_Jesse_ | · | Frames escalating semiconductor and systemic-collapse fears as the final stage of panic. | · | 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.