Author
@gaasych gaasych
grade Cx.com/gaasych ↗
Transparent Japanese retail trader riding the AI/memory semis supply-chain theme
Posts real-time, tickered position changes and reactive sent
trader score
-1.16
hit rate
25%
mean α
-1.02%
signals 14d
186
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: 25% hit rate, -1.02% mean alpha, trader score -1.16. Their last-14d mentions, direction-adjusted, have moved -7.2% since posting (mean over 112 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NBIS | @gaasych | +0.20 | Says neocloud stocks are struggling, with NBIS the notable exception so far. | -4.1% | tweet ↗ |
| 2026-10-16 | NBIS | @gaasych | -0.40 | Laments persistent CoreWeave weakness and NBIS being dragged down with it. | -4.1% | tweet ↗ |
| 2026-10-16 | CRWV | @gaasych | -0.55 | Laments persistent CoreWeave weakness and NBIS being dragged down with it. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @gaasych | · | Recalls past losses in two names and substantial profits in another without identifying tickers. | · | tweet ↗ |
| 2026-10-16 | MU | @gaasych | +0.75 | Adding more MU while SK Hynix lacks momentum. — Explicitly states another addition to the author's MU position. | -0.1% | tweet ↗ |
| 2026-10-16 | CRWV | @gaasych | -0.20 | Reports that CoreWeave's founder sold $3.3 billion after the listing. | -11.7% | tweet ↗ |
| 2026-10-16 | MU | @gaasych | +0.50 | Positively highlights MU's large DRAM technology advantage. | -0.1% | tweet ↗ |
| 2026-10-16 | 285A.T | @gaasych | +0.45 | Defends Kioxia's SSD differentiation by noting its in-house controller development. | — | tweet ↗ |
| 2026-10-15 | NBIS | @gaasych | +0.80 | Adding to NBIS again after a long interval. — Explicitly announces another NBIS position addition. | -15.7% | tweet ↗ |
| 2026-10-15 | MU | @gaasych | +0.65 | Added to SK Hynix, MU and NBIS. — Explicitly discloses additions to three holdings. | -5.8% | tweet ↗ |
| 2026-10-15 | 000660.KS | @gaasych | +0.65 | Added to SK Hynix, MU and NBIS. — Explicitly discloses additions to three holdings. | — | tweet ↗ |
| 2026-10-15 | NBIS | @gaasych | +0.65 | Added to SK Hynix, MU and NBIS. — Explicitly discloses additions to three holdings. | -15.7% | tweet ↗ |
| 2026-10-15 | TSM | @gaasych | +0.10 | States TSMC's new Kumamoto factory is scheduled to begin operations in 2028. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @gaasych | · | Expresses concern over an unverified rumor that an AI fund collapsed after semiconductor weakness. | · | tweet ↗ |
| 2026-10-15 | MU | @gaasych | +0.45 | Notes MU gained 1.9% amid semiconductor weakness and anticipates a possible SOX rebound. | -5.8% | 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.