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
+1.39
hit rate
65%
mean α
+0.39%
signals 14d
62

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: 65% hit rate, +0.39% mean alpha, trader score +1.39. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 40 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@beikoku05·Market recap: semis fell, defensives rose, weak payrolls lowered hike odds, tech may rebound.·
2026-07-02·@beikoku05·US June nonfarm payrolls rose 57,000 versus 115,000 expected; unemployment 4.2%.·
2026-07-02SNDK@beikoku05-0.25Premarket movers include GOOGL EU fine, PLTR upgrade, HOOD PT raise, memory weakness.
2026-07-02HOOD@beikoku05+0.40Premarket movers include GOOGL EU fine, PLTR upgrade, HOOD PT raise, memory weakness.
2026-07-02COIN@beikoku05+0.25Premarket movers include GOOGL EU fine, PLTR upgrade, HOOD PT raise, memory weakness.
2026-07-02WDC@beikoku05-0.25Premarket movers include GOOGL EU fine, PLTR upgrade, HOOD PT raise, memory weakness.
2026-07-02PLTR@beikoku05+0.40Premarket movers include GOOGL EU fine, PLTR upgrade, HOOD PT raise, memory weakness.
2026-07-02GOOGL@beikoku05-0.35Premarket movers include GOOGL EU fine, PLTR upgrade, HOOD PT raise, memory weakness.
2026-07-02XLK@beikoku05-0.45Recap describes semis selling off, META rallying on cloud move, rotation away from tech.
2026-07-02XLY@beikoku05+0.20Recap describes semis selling off, META rallying on cloud move, rotation away from tech.
2026-07-02XLF@beikoku05+0.20Recap describes semis selling off, META rallying on cloud move, rotation away from tech.
2026-07-02META@beikoku05+0.55Recap describes semis selling off, META rallying on cloud move, rotation away from tech.
2026-07-02XLC@beikoku05+0.35Recap describes semis selling off, META rallying on cloud move, rotation away from tech.
2026-07-02XLU@beikoku05-0.10Recap describes semis selling off, META rallying on cloud move, rotation away from tech.
2026-07-01·@beikoku05·ADP June private payrolls rose 98k, below 110k forecast and slower than May.·

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.