@Xterbase Xterbase
Korea-based AI-compute-stack bull mapping optics, quantum and Tesla ecosystems
Posts technical explainers and thematic theses on the AI har
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 45% hit rate, +0.12% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 19 mentions with price data).
Xterbase is mainly focused on space infrastructure exposure, holding SPCX through volatility and buying RDW on declines. The distinctive read is that launch-cost economics and Starship progress support the space thesis, while Starlink launch volatility remains the main SPCX risk. Late-window attention broadens into AI acceleration and NVIDIA data-center hardware, with Tesla FSD rollout also treated positively.
The week is concentrated in space exposure, especially SPCX, with RDW added on declines and SPCX explicitly held through volatility. There is no clear flip or fade in the provided signals; the author stays constructive on space while acknowledging SPCX launch-related risk. Late-week posts add bullish AI infrastructure color around NVDA and broader AI acceleration, while TSLA FSD rollout remains a smaller positive thread.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | TSLA | @Xterbase | +0.60 | Tesla Q2 deliveries reportedly beat expectations by a lot. | — | tweet ↗ |
| 2026-06-29 | RKLB | @Xterbase | +0.45 | Korean thesis says Iridium gives Rocket Lab safety-critical comms and resilient PNT advantages. | +2.5% | tweet ↗ |
| 2026-06-29 | IRDM | @Xterbase | +0.25 | Korean thesis says Iridium gives Rocket Lab safety-critical comms and resilient PNT advantages. | -1.5% | tweet ↗ |
| 2026-06-29 | GLW | @Xterbase | +0.35 | AI datacenter photonics basket thesis names beneficiaries of optical interconnect bottleneck. | -23.0% | tweet ↗ |
| 2026-06-29 | LITE | @Xterbase | +0.40 | AI datacenter photonics basket thesis names beneficiaries of optical interconnect bottleneck. | -14.5% | tweet ↗ |
| 2026-06-29 | MRVL | @Xterbase | +0.45 | AI datacenter photonics basket thesis names beneficiaries of optical interconnect bottleneck. | -11.7% | tweet ↗ |
| 2026-06-29 | GUC | @Xterbase | +0.35 | AI datacenter photonics basket thesis names beneficiaries of optical interconnect bottleneck. | · | tweet ↗ |
| 2026-06-29 | AVGO | @Xterbase | +0.45 | AI datacenter photonics basket thesis names beneficiaries of optical interconnect bottleneck. | -3.2% | tweet ↗ |
| 2026-06-29 | COHR | @Xterbase | +0.40 | AI datacenter photonics basket thesis names beneficiaries of optical interconnect bottleneck. | -14.8% | tweet ↗ |
| 2026-06-28 | PLTR | @Xterbase | +0.55 | Calls Palantir ontology/AIP the OS for industry and defense. | +14.5% | tweet ↗ |
| 2026-06-27 | · | @Xterbase | · | Educational post explaining CNNs, Transformers, and modality differences. | · | tweet ↗ |
| 2026-06-27 | TSLA | @Xterbase | +0.35 | Tesla Cybercab specifications document reportedly details safety, battery, and autonomy features. | +3.6% | tweet ↗ |
| 2026-06-26 | TSLA | @Xterbase | +0.30 | Explains Tesla FSD transformer/RoPE technical patent concepts. | +3.6% | tweet ↗ |
| 2026-06-26 | TSLA | @Xterbase | +0.25 | Posts Tesla Q2 delivery and ESS deployment forecast figures. | +3.6% | tweet ↗ |
| 2026-06-26 | POET | @Xterbase | -0.25 | Notes POET returned to origin after excitement in the $14 range. | -7.2% | 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.