Author
@Capybara_Stock Capybara_Stock
grade Bx.com/Capybara_Stock ↗
Japanese retail analyst doing causal deep-dives on AI-infra and space stocks
Posts Japanese-language weekly market summaries and stock-by
trader score
+0.34
hit rate
60%
mean α
+0.34%
signals 14d
21
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: 60% hit rate, +0.34% mean alpha, trader score +0.34. Their last-14d mentions, direction-adjusted, have moved -9.8% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @Capybara_Stock | · | Japanese statement says stocks are finished, a broad bearish market take. | · | tweet ↗ |
| 2026-07-02 | SNDK | @Capybara_Stock | -0.60 | Says SNDK is dead, clearly bearish. | — | tweet ↗ |
| 2026-07-02 | ARM | @Capybara_Stock | +0.50 | Says ARM is good/nice in Japanese. | — | tweet ↗ |
| 2026-07-02 | MU | @Capybara_Stock | +0.00 | Notes MU battle above 21EMA without clear stance. | — | tweet ↗ |
| 2026-07-01 | · | @Capybara_Stock | · | Japanese post worries memory names may be forced out and hopes for semiconductor recovery. | · | tweet ↗ |
| 2026-06-29 | MU | @Capybara_Stock | +0.35 | Says MU and ARM were bought cheaply, implying positive stance after weakness. | -14.8% | tweet ↗ |
| 2026-06-29 | ARM | @Capybara_Stock | +0.35 | Says MU and ARM were bought cheaply, implying positive stance after weakness. | -8.2% | tweet ↗ |
| 2026-06-27 | MU | @Capybara_Stock | +0.00 | Weekly market summary references Micron strong earnings yet being sold. | -13.8% | tweet ↗ |
| 2026-06-25 | · | @Capybara_Stock | · | Says a premarket limit order at 1150 was unexpectedly filled; ticker absent. | · | tweet ↗ |
| 2026-06-24 | MU | @Capybara_Stock | +0.45 | Surprised MU is rising directly and says they did not buy back in time. | -7.0% | tweet ↗ |
| 2026-06-24 | DELL | @Capybara_Stock | +0.35 | Says DELL and HPE are sufficiently rested, implying constructive setup. | -9.2% | tweet ↗ |
| 2026-06-24 | HPE | @Capybara_Stock | +0.35 | Says DELL and HPE are sufficiently rested, implying constructive setup. | -15.4% | tweet ↗ |
| 2026-06-24 | · | @Capybara_Stock | · | Says power-related areas except nuclear are strong and may move to the next stage. | · | tweet ↗ |
| 2026-06-23 | · | @Capybara_Stock | · | Exclaims memory is strongest after apparently reversing from prior caution. | · | tweet ↗ |
| 2026-06-23 | · | @Capybara_Stock | · | Temporarily stepping away from memory due to risk — Author says they will step away from memory due to skewed supply-demand risk, possibly buy back later. | · | 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.