Author

@tsungrow 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
-2.26
hit rate
30%
mean α
-1.28%
signals 14d
151

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, -1.28% mean alpha, trader score -2.26. Their last-14d mentions, direction-adjusted, have moved -2.5% since posting (mean over 107 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28IREN@tsungrow-0.35Volume-backed decline and poor options action suggest risk around the $30 level.
2026-08-28SKHY@tsungrow+0.35Strong options activity and large longer-dated call positions support an unchanged $200 objective.·
2026-08-28SNDK@tsungrow-0.20IV fell to 69 amid heavy puts and unusual in-the-money call selling; author may consider a future hedge.
2026-08-28MU@tsungrow+0.45Large call profit-taking is offset by bullish whale options positioning and a possible $1,000 level next year.
2026-08-28SNDK@tsungrow+0.45Praises SNDK for holding firm despite weak market conditions.
2026-08-28AAOI@tsungrow-0.35Describes AAOI's recent action as a difficult development while hinting at renewed interest.
2026-08-28NVDA@tsungrow+0.10Reports NVDA's three-month SOX correlation is 0.03 versus roughly 0.9 for peers, limiting SOXL read-through.
2026-08-28TSM@tsungrow+0.00Reports NVDA's three-month SOX correlation is 0.03 versus roughly 0.9 for peers, limiting SOXL read-through.
2026-08-28SOXL@tsungrow-0.15Reports NVDA's three-month SOX correlation is 0.03 versus roughly 0.9 for peers, limiting SOXL read-through.
2026-08-28INTC@tsungrow+0.00Reports NVDA's three-month SOX correlation is 0.03 versus roughly 0.9 for peers, limiting SOXL read-through.
2026-08-28MU@tsungrow+0.00Reports NVDA's three-month SOX correlation is 0.03 versus roughly 0.9 for peers, limiting SOXL read-through.
2026-08-28NBIS@tsungrow+0.25Describes competing large ITM put sales and purchases while retaining a bullish personal lean.
2026-08-28AAOI@tsungrow-0.35Reports large ITM put buying and call selling ahead of an expected volatile session.
2026-08-28SNDK@tsungrow-0.30Says SNDK looks dangerous tonight and hopes it avoids a sharp drop.
2026-08-28NVDA@tsungrow+0.10Calls semiconductor premarket conditions weak while hoping NVDA supports memory stocks.

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.