Author
@Butamaru_Butako Butamaru_Butako
grade Bx.com/Butamaru_Butako ↗
Bilingual AI-semis commentator filtering earnings through capex-durability and macro-fragility lenses
Posts Japanese/US market recaps and earnings reactions, most
trader score
-0.59
hit rate
62%
mean α
-0.73%
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 13 scored bets: 62% hit rate, -0.73% mean alpha, trader score -0.59. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Butamaru_Butako | · | Frames markets as a contest between rising rates and durable AI-driven growth. | · | tweet ↗ |
| 2026-08-27 | SPX | @Butamaru_Butako | +0.10 | Will trim overweight holdings and exit stocks unlikely to benefit from AI. — Plans portfolio trimming and exits after earnings to restore diversification. | · | tweet ↗ |
| 2026-08-27 | NVDA | @Butamaru_Butako | +0.10 | Will trim overweight holdings and exit stocks unlikely to benefit from AI. — Plans portfolio trimming and exits after earnings to restore diversification. | -4.6% | tweet ↗ |
| 2026-08-27 | SONY | @Butamaru_Butako | -0.40 | Possible expanded US semiconductor tariffs are expected to hurt Nintendo, Kioxia, and Sony. | +3.2% | tweet ↗ |
| 2026-08-27 | 285A.T | @Butamaru_Butako | -0.40 | Possible expanded US semiconductor tariffs are expected to hurt Nintendo, Kioxia, and Sony. | · | tweet ↗ |
| 2026-08-27 | 7974.T | @Butamaru_Butako | -0.40 | Possible expanded US semiconductor tariffs are expected to hurt Nintendo, Kioxia, and Sony. | · | tweet ↗ |
| 2026-08-26 | NVDA | @Butamaru_Butako | +0.30 | Sees Nvidia's earnings as supportive but expects inflation, war and long yields to keep equities volatile. | +3.8% | tweet ↗ |
| 2026-08-26 | CRM | @Butamaru_Butako | +0.70 | CRM beat Q2 estimates and raised FY27 revenue guidance amid strong AI ARR. | +24.5% | tweet ↗ |
| 2026-08-26 | NVDA | @Butamaru_Butako | +0.75 | Reports Amazon will substantially expand Nvidia use and cites a 70% revenue-growth outlook. | +3.8% | tweet ↗ |
| 2026-08-26 | AMZN | @Butamaru_Butako | +0.20 | Reports Amazon will substantially expand Nvidia use and cites a 70% revenue-growth outlook. | +2.4% | tweet ↗ |
| 2026-08-26 | NVDA | @Butamaru_Butako | +0.50 | Praises the shape of Nvidia's revenue-guidance trajectory shown in a chart. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Butamaru_Butako | -0.25 | Says the market disliked Nvidia's guided gross margin. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Butamaru_Butako | +0.45 | Nvidia beat revenue and EPS estimates and guided revenue above consensus, offset by weak margin guidance. | +3.8% | tweet ↗ |
| 2026-08-25 | NVDA | @Butamaru_Butako | +0.00 | Advocates separating short-, medium- and long-term market analysis across earnings, policy, AI and geopolitics. | +2.1% | tweet ↗ |
| 2026-08-24 | NVDA | @Butamaru_Butako | +0.00 | Highlights Nvidia earnings, PCE and the Fed chair's remarks as key weekly catalysts. | +4.4% | 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.