Author
@ExpMagellan ExpMagellan
grade Bx.com/ExpMagellan ↗
Japanese long-term growth investor riding the AI megatrend across US and Nikkei names
Posts long-form, ticker'd theses and position disclosures fr
trader score
+1.91
hit rate
70%
mean α
+1.22%
signals 14d
67
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: 70% hit rate, +1.22% mean alpha, trader score +1.91. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 47 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSLA | @ExpMagellan | +0.65 | The author praises Tesla's Roadster demonstration and Musk's engineering ambition. | +4.9% | tweet ↗ |
| 2026-10-16 | V | @ExpMagellan | +0.70 | Visa is presented as a long-term beneficiary of stablecoins, agentic payments and core payment growth. | +1.3% | tweet ↗ |
| 2026-10-15 | NKE | @ExpMagellan | +0.35 | A bullish divergence setup is described with confirmation and stop conditions for NKE. | +0.4% | tweet ↗ |
| 2026-10-15 | · | @ExpMagellan | · | The author references delayed high-yield and investment-grade credit-spread data. | · | tweet ↗ |
| 2026-10-15 | JMIA | @ExpMagellan | +0.80 | Add to the existing JMIA position in premarket trading. — The author explicitly states they added JMIA shares in premarket trading. | · | tweet ↗ |
| 2026-10-15 | VIX | @ExpMagellan | -0.20 | AI infrastructure credit risk could spread through the supply chain despite firm current demand. | · | tweet ↗ |
| 2026-10-15 | TSM | @ExpMagellan | +0.35 | AI infrastructure credit risk could spread through the supply chain despite firm current demand. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @ExpMagellan | +0.35 | AI infrastructure credit risk could spread through the supply chain despite firm current demand. | -5.2% | tweet ↗ |
| 2026-10-15 | CRWV | @ExpMagellan | -0.75 | AI infrastructure credit risk could spread through the supply chain despite firm current demand. | -22.2% | tweet ↗ |
| 2026-10-15 | TSM | @ExpMagellan | +0.85 | The author expects TSMC to grow as long as global semiconductor demand persists. | -0.9% | tweet ↗ |
| 2026-10-14 | RKLB | @ExpMagellan | -0.50 | Reports a further delay to Neutron's first launch and expects continued difficulty. | -11.1% | tweet ↗ |
| 2026-10-14 | · | @ExpMagellan | · | Hot CPI is framed as pressuring technology and debt-heavy neoclouds while defensives outperform. | · | tweet ↗ |
| 2026-10-14 | TSM | @ExpMagellan | +0.70 | Long-term bullish semiconductor thesis cites ASML dominance and supply shortages through 2028. | -2.7% | tweet ↗ |
| 2026-10-14 | ASML | @ExpMagellan | +0.80 | Long-term bullish semiconductor thesis cites ASML dominance and supply shortages through 2028. | -4.7% | tweet ↗ |
| 2026-10-14 | AAPL | @ExpMagellan | +0.80 | Author says a nine-year AAPL holding rose about ninefold and presents long-term ownership as the lesson. | +1.4% | 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.