Author
@tsungrow tsungrow
grade Cx.com/tsungrow ↗
Japanese options-flow trader tracking AI-infra and memory names with strike-level precision
Posts near-realtime options positioning reads, ITM put-wall
trader score
+0.93
hit rate
50%
mean α
+1.22%
signals 14d
148
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: 50% hit rate, +1.22% mean alpha, trader score +0.93. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 116 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | GLD | @tsungrow | +0.35 | Mentions prior 360 put support net forming and gold moving well. | — | tweet ↗ |
| 2026-07-02 | DRAM | @tsungrow | -0.35 | Describes options-driven drop below 60 into 50s and 55 defense level. | · | tweet ↗ |
| 2026-07-02 | MU | @tsungrow | -0.45 | Says PUT970 was bought seriously as MU fell within expected range. | — | tweet ↗ |
| 2026-07-02 | MU | @tsungrow | +0.10 | Notes rate drop and MU recovery but warns of possible open drop scenario. | — | tweet ↗ |
| 2026-07-02 | DRAM | @tsungrow | -0.10 | Lists DRAM options levels including 80 calls, 62 puts, 60 puts and 55 defense. | · | tweet ↗ |
| 2026-07-02 | MU | @tsungrow | +0.35 | Compares SK Hynix LTA and Micron SCA contract structures, arguing MU stability and re-rating potential. | — | tweet ↗ |
| 2026-07-02 | SNDK | @tsungrow | +0.25 | Encourages memory names despite weakness, saying they can do it. | — | tweet ↗ |
| 2026-07-02 | MU | @tsungrow | +0.25 | Encourages memory names despite weakness, saying they can do it. | — | tweet ↗ |
| 2026-07-02 | MRVL | @tsungrow | +0.25 | Encourages memory names despite weakness, saying they can do it. | — | tweet ↗ |
| 2026-07-01 | NBIS | @tsungrow | +0.45 | Calls NBIS excellent and says it is rebounding in overnight trading. | -5.9% | tweet ↗ |
| 2026-07-01 | CRWV | @tsungrow | -0.25 | Explains Meta excess compute plan as future monetization, with short-term competitive concern for neoclouds. | -4.6% | tweet ↗ |
| 2026-07-01 | META | @tsungrow | +0.25 | Explains Meta excess compute plan as future monetization, with short-term competitive concern for neoclouds. | -4.9% | tweet ↗ |
| 2026-07-01 | IREN | @tsungrow | -0.20 | Explains Meta excess compute plan as future monetization, with short-term competitive concern for neoclouds. | -10.4% | tweet ↗ |
| 2026-07-01 | NBIS | @tsungrow | -0.25 | Explains Meta excess compute plan as future monetization, with short-term competitive concern for neoclouds. | -5.9% | tweet ↗ |
| 2026-07-01 | CRWV | @tsungrow | -0.45 | Says Meta neocloud news hurt memory and neocloud names ahead of weekly options expiry. | -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.