Author

@beikoku05 beikoku05

Japanese-language US/Japan market recap curator with AI-semis tilt and disclosed P&L

Posts daily Japanese-language US (and some Japan) market rec

trader score
-1.13
hit rate
42%
mean α
-0.49%
signals 14d
24

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 19 scored bets: 42% hit rate, -0.49% mean alpha, trader score -1.13. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 18 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15SPX@beikoku05+0.20Market recap describes rotation from AI and semiconductors into defensive and consumer stocks.·
2026-10-15NKE@beikoku05+0.30Market recap describes rotation from AI and semiconductors into defensive and consumer stocks.+0.4%
2026-10-15UNH@beikoku05+0.30Market recap describes rotation from AI and semiconductors into defensive and consumer stocks.+2.8%
2026-10-15HD@beikoku05+0.30Market recap describes rotation from AI and semiconductors into defensive and consumer stocks.+3.8%
2026-10-15QQQ@beikoku05-0.10Market recap describes rotation from AI and semiconductors into defensive and consumer stocks.-3.2%
2026-10-15SMH@beikoku05-0.60Market recap describes rotation from AI and semiconductors into defensive and consumer stocks.-5.7%
2026-10-14IWM@beikoku05-0.60Hot inflation, rising yields and AI financing concerns pressure technology and small caps.+1.6%
2026-10-14SPX@beikoku05-0.40Hot inflation, rising yields and AI financing concerns pressure technology and small caps.·
2026-10-14ORCL@beikoku05-0.70Hot inflation, rising yields and AI financing concerns pressure technology and small caps.-3.4%
2026-10-14SMH@beikoku05-0.70Hot inflation, rising yields and AI financing concerns pressure technology and small caps.-6.6%
2026-10-14QQQ@beikoku05-0.60Hot inflation, rising yields and AI financing concerns pressure technology and small caps.-3.4%
2026-10-14CRWV@beikoku05-0.80Hot inflation, rising yields and AI financing concerns pressure technology and small caps.-17.6%
2026-10-12CRM@beikoku05+0.40Premarket roundup reports multiple analyst upgrades plus IREN contract news; tickers capped at six.+6.3%
2026-10-12MAT@beikoku05+0.40Premarket roundup reports multiple analyst upgrades plus IREN contract news; tickers capped at six.·
2026-10-12SLM@beikoku05+0.40Premarket roundup reports multiple analyst upgrades plus IREN contract news; tickers capped at six.·

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.