Author
@USAnt_IDEA USAnt_IDEA
grade Cx.com/USAnt_IDEA ↗
Prolific Korean AI-infra theme aggregator who synthesizes desk notes into bullish baskets
Posts high-volume Korean-language financial commentary: them
trader score
-1.02
hit rate
50%
mean α
-0.51%
signals 14d
555
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, -0.51% mean alpha, trader score -1.02. Their last-14d mentions, direction-adjusted, have moved -0.4% since posting (mean over 417 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | SPCX | @USAnt_IDEA | +0.50 | Reports Fundstrat's August rotation into semiconductors and space while exiting large-cap holdings. | · | tweet ↗ |
| 2026-08-28 | META | @USAnt_IDEA | -0.40 | Reports Fundstrat's August rotation into semiconductors and space while exiting large-cap holdings. | — | tweet ↗ |
| 2026-08-28 | VRT | @USAnt_IDEA | +0.50 | Reports Fundstrat's August rotation into semiconductors and space while exiting large-cap holdings. | — | tweet ↗ |
| 2026-08-28 | LMT | @USAnt_IDEA | +0.50 | Reports Fundstrat's August rotation into semiconductors and space while exiting large-cap holdings. | — | tweet ↗ |
| 2026-08-28 | INTC | @USAnt_IDEA | +0.50 | Reports Fundstrat's August rotation into semiconductors and space while exiting large-cap holdings. | — | tweet ↗ |
| 2026-08-28 | MU | @USAnt_IDEA | +0.50 | Reports Fundstrat's August rotation into semiconductors and space while exiting large-cap holdings. | — | tweet ↗ |
| 2026-08-28 | SPCX | @USAnt_IDEA | +0.30 | SpaceX launched a personal Starlink marine plan for small boats at $185 monthly. | · | tweet ↗ |
| 2026-08-28 | META | @USAnt_IDEA | +0.45 | Reports Meta testing robots that may replace 80% of certain data-center technician workloads. | — | tweet ↗ |
| 2026-08-28 | XLE | @USAnt_IDEA | +0.15 | Reports a U.S.-Venezuela oil-control agreement with potentially major energy-market effects. | — | tweet ↗ |
| 2026-08-28 | MSFT | @USAnt_IDEA | -0.45 | Warns AI safety regulation could slow development and cause big-tech share declines. | — | tweet ↗ |
| 2026-08-28 | GS | @USAnt_IDEA | +0.15 | Relays Goldman analysis that recovering Hormuz oil flows reduce supply-shock risk. | — | tweet ↗ |
| 2026-08-28 | TSN | @USAnt_IDEA | -0.45 | Reports planned policy allowing direct farm meat processing that could weaken Tyson's market power. | — | tweet ↗ |
| 2026-08-28 | NVDA | @USAnt_IDEA | +0.75 | Bullish thesis frames data centers as the next foundational industrial infrastructure. | — | tweet ↗ |
| 2026-08-28 | NVDA | @USAnt_IDEA | +0.60 | Reports Nvidia revenue doubled while cautioning that market expectations remain elevated. | — | tweet ↗ |
| 2026-08-28 | BA | @USAnt_IDEA | +0.20 | Reports an executive order creating a U.S. Space Academy with possible sector contract benefits. | — | 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.