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
+0.15
hit rate
40%
mean α
+0.19%
signals 14d
137
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, +0.19% mean alpha, trader score +0.15. Their last-14d mentions, direction-adjusted, have moved -5.6% since posting (mean over 75 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @gaasych | · | Notes Nikkei, Kospi and Kioxia are sharply up, but no ticker is explicit. | · | tweet ↗ |
| 2026-07-02 | · | @gaasych | · | Says a position may recover and they got Murata, but no explicit ticker is provided. | · | tweet ↗ |
| 2026-07-02 | MU | @gaasych | +0.75 | Bullish defense of MU/NBIS and semis, says fundamentals intact and correction is sector rotation. | — | tweet ↗ |
| 2026-07-02 | NVDA | @gaasych | +0.25 | Bullish defense of MU/NBIS and semis, says fundamentals intact and correction is sector rotation. | — | tweet ↗ |
| 2026-07-02 | NBIS | @gaasych | +0.35 | Bullish defense of MU/NBIS and semis, says fundamentals intact and correction is sector rotation. | — | tweet ↗ |
| 2026-07-02 | MU | @gaasych | +0.70 | Added MU while crying — Explicitly says they added MU. | — | tweet ↗ |
| 2026-07-02 | MU | @gaasych | +0.45 | Thanks Trump for Micron support, bullish tone. | — | tweet ↗ |
| 2026-07-02 | MU | @gaasych | +0.35 | Says Anthropic is discussing custom AI chip with Samsung; bullish implication for memory. | — | tweet ↗ |
| 2026-07-02 | · | @gaasych | · | Argues Japan has ample intervention capacity and dollar assets remain rational. | · | tweet ↗ |
| 2026-07-02 | MU | @gaasych | +0.75 | Jobs data boosts rate-cut expectations; says semis and MU should recover. | — | tweet ↗ |
| 2026-07-01 | TSM | @gaasych | +0.20 | Calls MU extremely cheap versus peers on forward PER and memory demand thesis. | -2.3% | tweet ↗ |
| 2026-07-01 | SNDK | @gaasych | +0.25 | Calls MU extremely cheap versus peers on forward PER and memory demand thesis. | -14.1% | tweet ↗ |
| 2026-07-01 | NBIS | @gaasych | +0.20 | Calls MU extremely cheap versus peers on forward PER and memory demand thesis. | -5.9% | tweet ↗ |
| 2026-07-01 | NVDA | @gaasych | +0.20 | Calls MU extremely cheap versus peers on forward PER and memory demand thesis. | -1.4% | tweet ↗ |
| 2026-07-01 | MU | @gaasych | +0.80 | Calls MU extremely cheap versus peers on forward PER and memory demand thesis. | -5.5% | 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.