Author

@Adscience12000 Adscience12000

Transparent Japanese retail AI/memory perma-bull who teaches the semiconductor cycle

Comments on and trades the AI/semiconductor theme, narrating

trader score
-0.95
hit rate
45%
mean α
-0.90%
signals 14d
46

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: 45% hit rate, -0.90% mean alpha, trader score -0.95. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 33 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@Adscience12000·Author says losses are mounting but opportunities will return after turmoil.·
2026-07-02AAPL@Adscience12000+0.45Author says Apple is doing very well while AI investors suffer losses.
2026-07-01META@Adscience12000+0.15Author mocks market panic over Bloomberg report on selling excess compute.-4.9%
2026-07-01META@Adscience12000+0.10Author views Meta-compute selloff as a chance and considers attacking NBIS weakness.-4.9%
2026-07-01NBIS@Adscience12000+0.55Author views Meta-compute selloff as a chance and considers attacking NBIS weakness.-5.9%
2026-06-30META@Adscience12000+0.20Compares massive 2026 AI capex plans across Google, Meta, Microsoft, Amazon and Oracle.+3.5%
2026-06-30ORCL@Adscience12000+0.20Compares massive 2026 AI capex plans across Google, Meta, Microsoft, Amazon and Oracle.-4.3%
2026-06-30AMZN@Adscience12000+0.20Compares massive 2026 AI capex plans across Google, Meta, Microsoft, Amazon and Oracle.+1.8%
2026-06-30GOOGL@Adscience12000+0.20Compares massive 2026 AI capex plans across Google, Meta, Microsoft, Amazon and Oracle.+0.7%
2026-06-30MSFT@Adscience12000+0.20Compares massive 2026 AI capex plans across Google, Meta, Microsoft, Amazon and Oracle.+4.7%
2026-06-30SKHY@Adscience12000+0.25Says SK Hynix applied for Nasdaq listing under planned ticker SKHY.·
2026-06-30·@Adscience12000·Bull-market framework: ignore crash calls, buy dips and ride larger wave.·
2026-06-28GOOGL@Adscience12000+0.35Says AI infrastructure demand exceeds supply and cites Pichai earnings comments.+6.7%
2026-06-27AAPL@Adscience12000+0.20Notes Japan remains an iPhone-loving country despite Apple criticism.+8.8%
2026-06-27AAPL@Adscience12000-0.20Predicts iPhone 18 Pro may need about a $200 price hike due to memory costs.+8.8%

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.