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
-0.70
hit rate
45%
mean α
-0.40%
signals 14d
286
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: 45% hit rate, -0.40% mean alpha, trader score -0.70. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 209 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @gaasych | +0.80 | Buying today's NVDA dip — Explicitly plans to buy NVDA's dip after a bullish AI-demand thesis | — | tweet ↗ |
| 2026-08-28 | NVDA | @gaasych | +0.70 | Says the NVDA position is already established and cites a 1.5x performance estimate | — | tweet ↗ |
| 2026-08-28 | NVDA | @gaasych | +0.80 | Interprets a 15% server price increase as strong AI demand and upside | — | tweet ↗ |
| 2026-08-28 | · | @gaasych | · | Relays Warsh's comments on patience, economic strength and policy restraint | · | tweet ↗ |
| 2026-08-28 | SNDK | @gaasych | +0.25 | Reports SanDisk launched a 1TB product for Switch 2 and questions gaming NAND demand. | — | tweet ↗ |
| 2026-08-28 | MU | @gaasych | +0.45 | Sees signs of a memory-sector bottom despite eventual easing of supply constraints. | — | tweet ↗ |
| 2026-08-28 | NVDA | @gaasych | +0.35 | Buy the MRVL dip today. — Plans to buy MRVL today, viewing the post-earnings decline as temporary flow-driven noise. | — | tweet ↗ |
| 2026-08-28 | MRVL | @gaasych | +0.75 | Buy the MRVL dip today. — Plans to buy MRVL today, viewing the post-earnings decline as temporary flow-driven noise. | — | tweet ↗ |
| 2026-08-28 | SNDK | @gaasych | +0.00 | Links to an analysis of SanDisk's price, market backdrop and investment burden. | — | tweet ↗ |
| 2026-08-28 | MU | @gaasych | +0.45 | Views memory weakness as a buyable sell-the-news dip with AI demand intact. | — | tweet ↗ |
| 2026-08-28 | NVDA | @gaasych | +0.45 | Argues AI demand is making memory strategic and sees a bottoming, reacceleration phase. | — | tweet ↗ |
| 2026-08-28 | MU | @gaasych | +0.45 | Argues AI demand is making memory strategic and sees a bottoming, reacceleration phase. | — | tweet ↗ |
| 2026-08-27 | WDC | @gaasych | -0.25 | Lists WDC support and boundary levels after a 42% decline under negative gamma. | -0.6% | tweet ↗ |
| 2026-08-27 | NVDA | @gaasych | +0.70 | Celebrates NVDA's short-covering rally toward a potential all-time high. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @gaasych | +0.55 | Sees Nvidia earnings and component price increases as signs of an upward sector cycle. | -4.6% | 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.