Author
@ChemStat66667 ChemStat66667
grade Ax.com/ChemStat66667 ↗
Japanese fundamental analyst dissecting the AI/semis supply chain chart by chart
Posts dense, chart-backed Japanese-language fundamental comm
trader score
+1.54
hit rate
75%
mean α
+0.71%
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: 75% hit rate, +0.71% mean alpha, trader score +1.54. Their last-14d mentions, direction-adjusted, have moved +1.4% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-11 | · | @ChemStat66667 | · | Says Yaskawa's motor and inverter units are benefiting from AI-server demand. | · | tweet ↗ |
| 2026-10-11 | 2735.T | @ChemStat66667 | +0.20 | Notes Watts' lower procurement costs and suggests Chinese deflation may offset yen weakness. | · | tweet ↗ |
| 2026-10-11 | 2735.T | @ChemStat66667 | +0.40 | Views Watts' profitability despite yen weakness and limited pricing power as surprisingly strong. | · | tweet ↗ |
| 2026-10-11 | · | @ChemStat66667 | · | Praises Sansan's clean and continuing Q2 growth, with the chart needed for detail. | · | tweet ↗ |
| 2026-10-10 | · | @ChemStat66667 | · | Praises Osaka Organic's electronic-materials division for a strong V-shaped earnings recovery. | · | tweet ↗ |
| 2026-10-10 | · | @ChemStat66667 | · | Cites Osaka Organic's Q3 acceleration as evidence of a powerful semiconductor upcycle. | · | tweet ↗ |
| 2026-10-10 | · | @ChemStat66667 | · | Compares monthly revenue across Foxconn, TSMC, ASE and Unimicron to assess differing AI-cycle benefits. | · | tweet ↗ |
| 2026-10-10 | · | @ChemStat66667 | · | GlobalWafers monthly sales show no apparent AI-related benefit. | · | tweet ↗ |
| 2026-10-10 | · | @ChemStat66667 | · | MediaTek September sales remain sluggish, prompting concern about missing AI ASIC business. | · | tweet ↗ |
| 2026-10-10 | · | @ChemStat66667 | · | Unimicron monthly sales are accelerating, viewed positively for peer Ibiden's earnings. | · | tweet ↗ |
| 2026-10-09 | INTC | @ChemStat66667 | -0.15 | Notes strong North American sales but jokes that wording appears to exclude Intel. | -16.9% | tweet ↗ |
| 2026-10-09 | · | @ChemStat66667 | · | Foxconn monthly sales are described as exceptionally strong from AI servers and iPhone manufacturing. | · | tweet ↗ |
| 2026-10-09 | · | @ChemStat66667 | · | Nanya monthly revenue was flat in July–September, leaving the next reading important. | · | tweet ↗ |
| 2026-10-09 | UMC | @ChemStat66667 | +0.55 | Says UMC September sales were strong and recovered to pandemic-boom levels. | -17.7% | tweet ↗ |
| 2026-10-09 | TSM | @ChemStat66667 | +0.45 | Sarcastically dismisses an AI-bubble collapse despite a slight monthly sales dip. | -7.7% | 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.