Author

@ipo_majime ipo_majime

Bilingual Japan/US IPO and capital-markets wonk decoding offering mechanics and AI-bubble base-rates

Tracks and analyzes IPOs, secondary offerings, block trades,

trader score
-0.26
hit rate
56%
mean α
-0.12%
signals 14d
79

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 18 scored bets: 56% hit rate, -0.12% mean alpha, trader score -0.26. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 12 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@ipo_majime·A US Treasury official said Japan's deflation era is over and FX and monetary policy must adjust.·
2026-10-15TSLA@ipo_majime+0.35Tesla shares are described as receiving a moderate upward boost on DEX.+2.7%
2026-10-15·@ipo_majime·The Nikkei retraced one-third and TOPIX three-quarters of their prior declines.·
2026-10-15TSLA@ipo_majime+0.45The tweet highlights a Tesla Roadster demonstration involving flight and jet-assisted landing.+2.7%
2026-10-15·@ipo_majime·Momentum improved as all ten most actively traded Tokyo stocks rose.·
2026-10-15·@ipo_majime·The tweet points to a Nikkei chart without a written directional interpretation.·
2026-10-15CRWV@ipo_majime+0.10CoreWeave rebounded after a supportive financial-strength comment, though durability is questioned.-22.2%
2026-10-15SPX@ipo_majime+0.20Dow and S&P 500 turned positive while Nasdaq losses narrowed after two hours.·
2026-10-15DIA@ipo_majime+0.20Dow and S&P 500 turned positive while Nasdaq losses narrowed after two hours.+0.0%
2026-10-15QQQ@ipo_majime-0.05Dow and S&P 500 turned positive while Nasdaq losses narrowed after two hours.-3.2%
2026-10-14·@ipo_majime·States Kioxia reached 14,000 yen in after-hours trading, but no unambiguous ticker is given.·
2026-10-14DIA@ipo_majime+0.00Reports US equity indices stayed weak except the Dow despite a sharp reversal in rates.+1.1%
2026-10-14648A.T@ipo_majime+0.35Reports Lucre's listing tomorrow and an initial-price forecast 21.6% above its offer price.·
2026-10-14·@ipo_majime·Links an upside CPI surprise to renewed rate increases and falling US equity indices.·
2026-10-13GS@ipo_majime+0.60Goldman investment-banking fees rose 21% to $3.22 billion and advisory revenue hit a record.-1.8%

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.