@Fuji__mana Fuji__mana
Japanese retail tape-narrator hyping AI semis, NISA funds, and BTC level-calls
Narrates daily new-highs across Japanese and US semis/AI sto
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: 45% hit rate, -0.53% mean alpha, trader score -0.80. Their last-14d mentions, direction-adjusted, have moved -17.3% since posting (mean over 8 mentions with price data).
Fuji__mana is concentrated on Japanese AI/semiconductor momentum, especially Kioxia, while treating SPCX as a fast-moving pre-IPO/Web3 trade that became increasingly valuation-sensitive. The distinctive read is a rotation preference: AI, memory, and infrastructure-linked equities over Bitcoin, gold, and speculative space exposure. Late in the window, attention shifted from Kioxia/SPCX toward Fujikura after a guidance raise, while SPCX commentary moved from new highs to drawdown and overvaluation concerns.
The author repeatedly favored Kioxia and broader AI/semiconductor equity momentum while warning that Bitcoin and gold were lagging. SPCX shows the clearest intra-window shift: early posts emphasized new highs and FOMO, but later signals highlighted failed highs, two-day declines, losses, and overvaluation. Concentration is high in Kioxia and SPCX, so both carry pump-risk despite the more cautious late-week SPCX tone.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | BTC | @Fuji__mana | -0.60 | Claims BTC may crash toward $52k while HYPE remains strong. | · | tweet ↗ |
| 2026-07-03 | HYPE | @Fuji__mana | +0.50 | Claims BTC may crash toward $52k while HYPE remains strong. | · | tweet ↗ |
| 2026-07-03 | HYPE | @Fuji__mana | +0.75 | Says HYPE may be the only crypto expected to rise, citing buyback structure. | · | tweet ↗ |
| 2026-07-03 | HYPE | @Fuji__mana | +0.40 | Says most of wealth is in HYPE. | · | tweet ↗ |
| 2026-07-02 | 285A.T | @Fuji__mana | +0.55 | Kioxia rebounds from 67,190 to 83,120 yen and author says long-term upside remains. | · | tweet ↗ |
| 2026-07-02 | · | @Fuji__mana | · | Discloses purchase of an unnamed new stock and possible further buying. | · | tweet ↗ |
| 2026-07-02 | · | @Fuji__mana | · | Reports realized profits on two unnamed stocks and prior sale gains. | · | tweet ↗ |
| 2026-07-02 | 285A.T | @Fuji__mana | +0.45 | Kioxia bounced from its 50-day moving average and author notes higher broker targets. | · | tweet ↗ |
| 2026-07-02 | 285A | @Fuji__mana | +0.15 | Kioxia fell to 67190 yen then rebounded to 73000 yen. | · | tweet ↗ |
| 2026-07-02 | AAPL | @Fuji__mana | +0.55 | Reports AAPL shares up over 4% on margin and foldable iPhone expectations. | — | tweet ↗ |
| 2026-07-02 | MU | @Fuji__mana | -0.45 | Says AI and semiconductor stocks keep falling after jobs data; Japanese semis may sell off. | — | tweet ↗ |
| 2026-07-02 | · | @Fuji__mana | · | SEAJ raised FY2026 Japanese semiconductor equipment sales forecast by 19%. | · | tweet ↗ |
| 2026-07-02 | · | @Fuji__mana | · | Reports US jobs print +57K vs +114K expected and unemployment 4.2%. | · | tweet ↗ |
| 2026-07-02 | 285A | @Fuji__mana | -0.50 | Says Kioxia stock is plunging, with chart context. | · | tweet ↗ |
| 2026-07-02 | META | @Fuji__mana | -0.20 | Says AI semis and SpaceX plunged and Kioxia collapse reason is Meta. | — | 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.