@Butamaru_Butako Butamaru_Butako
Bilingual AI-semis commentator filtering earnings through capex-durability and macro-fragility lenses
Posts Japanese/US market recaps and earnings reactions, most
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: 40% hit rate, -0.32% mean alpha, trader score -0.92. Their last-14d mentions, direction-adjusted, have moved -5.5% since posting (mean over 9 mentions with price data).
This author is mostly framing macro risk, not trading single names: FOMC-driven rate-hike risk, Treasury yield pressure, and geopolitical peace execution dominate the window. The only ticker-specific view is cautious on AAPL due to component inflation and supply pressure, while late-week commentary says Iran agreement and Intel news helped reverse the FOMC-driven decline.
The author stayed macro-focused, with concentration in FOMC rate risk and market-regime commentary rather than explicit stock calls. Late-week commentary notes a reversal from FOMC hike fears after Iran agreement and Intel-related good news, while the lone ticker view is cautious on AAPL from component inflation and supply pressure.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @Butamaru_Butako | · | Japanese framework post argues AI-driven investing makes critical thinking more important. | · | tweet ↗ |
| 2026-06-30 | · | @Butamaru_Butako | · | Japanese market framework describes complex risk-on/risk-off dynamics driven by AI boom and Iran war. | · | tweet ↗ |
| 2026-06-29 | QQQ | @Butamaru_Butako | +0.20 | Japanese market recap: AI infra rebound but yen weakness and Iran/Israel risks warrant caution. | -1.6% | tweet ↗ |
| 2026-06-26 | · | @Butamaru_Butako | · | Japanese macro framework: AI rotation, bull market intact but credit/geopolitical risks may trigger correction. | · | tweet ↗ |
| 2026-06-26 | · | @Butamaru_Butako | · | Reports US struck Iranian missile, drone and radar facilities after Hormuz vessel attacks. | · | tweet ↗ |
| 2026-06-25 | AAPL | @Butamaru_Butako | -0.30 | Apple price hikes and AI memory costs are framed as pressure on manufacturers. | +12.2% | tweet ↗ |
| 2026-06-24 | NVDA | @Butamaru_Butako | +0.15 | Micron earnings cleared high AI semiconductor expectations; HBM strength and policy risk discussed. | -2.1% | tweet ↗ |
| 2026-06-24 | MU | @Butamaru_Butako | +0.55 | Micron earnings cleared high AI semiconductor expectations; HBM strength and policy risk discussed. | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @Butamaru_Butako | +0.00 | Japanese post says Micron earnings were diagrammed | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @Butamaru_Butako | +0.35 | Japanese post graphs Micron earnings showing gross margin sharply accelerated | -7.0% | tweet ↗ |
| 2026-06-24 | MU | @Butamaru_Butako | +0.75 | Micron beat revenue/EPS and guided Q4 above estimates with strong margins | -7.0% | tweet ↗ |
| 2026-06-23 | · | @Butamaru_Butako | · | Japanese framework warns AI infrastructure bubble is in late cycle though real earnings exist | · | tweet ↗ |
| 2026-06-23 | CBRS | @Butamaru_Butako | -0.25 | CBRS grew 90% YoY but stock reportedly fell on lower gross-margin guidance | · | tweet ↗ |
| 2026-06-22 | GOOGL | @Butamaru_Butako | -0.45 | Discusses Google drop from AI talent outflow and political AI control risks pushing firms offshore. | +2.9% | tweet ↗ |
| 2026-06-22 | GOOGL | @Butamaru_Butako | -0.55 | Reports John Jumper moving from Google to Anthropic and Alphabet losing about $248.9B market cap in a day. | +2.9% | 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.