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
+0.78
hit rate
40%
mean α
+0.46%
signals 14d
64
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: 40% hit rate, +0.46% mean alpha, trader score +0.78. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 10 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @ChemStat66667 | +0.10 | Observes a sharp rise in Nvidia revenue routed through Taiwan. | — | tweet ↗ |
| 2026-08-28 | · | @ChemStat66667 | · | Reports that private company BASE is being acquired into the SBI group. | · | tweet ↗ |
| 2026-08-28 | · | @ChemStat66667 | · | Compares deposit trends around Japanese bank ownership changes. | · | tweet ↗ |
| 2026-08-28 | MRVL | @ChemStat66667 | +0.55 | Says Marvell's Q2 growth is accelerating after a prolonged loss period. | — | tweet ↗ |
| 2026-08-28 | SNPS | @ChemStat66667 | +0.55 | Describes a sharp Q3 profit recovery and asks whether strong earnings can continue. | — | tweet ↗ |
| 2026-08-27 | · | @ChemStat66667 | · | Reports Mercari receivables near ¥50B and a three-point rate increase. | · | tweet ↗ |
| 2026-08-27 | NVDA | @ChemStat66667 | +0.70 | Highlights a chart showing Nvidia's profit and value-add accelerating since ChatGPT's release. | -4.6% | tweet ↗ |
| 2026-08-26 | · | @ChemStat66667 | · | Discusses CATL-led battery growth alongside the risk of destructive industry investment competition. | · | tweet ↗ |
| 2026-08-26 | · | @ChemStat66667 | · | Frames LCD and solar price collapses as beneficial to consumers but destructive to manufacturers. | · | tweet ↗ |
| 2026-08-25 | JKS | @ChemStat66667 | -0.60 | Says major Chinese solar manufacturers are loss-making amid extreme domestic competition. | · | tweet ↗ |
| 2026-08-25 | · | @ChemStat66667 | · | Argues brutal Chinese display competition left even market leader BOE with poor profitability. | · | tweet ↗ |
| 2026-08-25 | · | @ChemStat66667 | · | Says Chinese solar-panel manufacturers are unprofitable because of severe oversupply. | · | tweet ↗ |
| 2026-08-25 | · | @ChemStat66667 | · | Welcomes wasteful AI usage because it ultimately benefits the semiconductor industry. | · | tweet ↗ |
| 2026-08-25 | · | @ChemStat66667 | · | Expresses hope that Mercari can use Japanese IP to expand overseas, but no ticker is given. | · | tweet ↗ |
| 2026-08-24 | · | @ChemStat66667 | · | Says au Jibun Bank's weak fees are dragging profits despite positive investment income. | · | 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.