@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,
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: 35% hit rate, -0.11% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 15 mentions with price data).
The author focused on post-IPO trading in GO and SPCX, with GO shifting from high-demand IPO setup to broken support and below-offer weakness, while SPCX moved from euphoric top-five market-cap momentum to valuation skepticism and red candles. Distinctive read is tactical and event-driven: IPO allocation dynamics, index/flow effects, analyst actions, governance headlines, and macro shocks around Iran/Hormuz. No explicit directional trade calls appeared, but disclosed no current SPCX position while relaying Michael Burry valuation skepticism.
Conviction was concentrated in IPO and event tape: GO and SPCX dominate the signal set, with GO moving from strong bookbuild enthusiasm to support breaks and below-offer weakness. SPCX coverage faded from post-listing melt-up and top-five market-cap excitement into valuation skepticism and consecutive red days, while no explicit CALL_DIRECTIONAL trades were present. Macro attention flipped from Iran deal de-escalation to renewed Hormuz closure risk, creating a late-week oil shock theme.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | 581A.T | @ipo_majime | +0.25 | Taxi app GO rose near 8% and touched its IPO price, with next-session level watched. | · | tweet ↗ |
| 2026-07-03 | 9449.T | @ipo_majime | +0.35 | GMO subsidiary signed as official Japan distributor for Unitree Robotics humanoid robots. | · | tweet ↗ |
| 2026-07-02 | 285A.T | @ipo_majime | +0.35 | Kioxia finished up 9.2% and rose 23.9% from intraday low. | · | tweet ↗ |
| 2026-07-02 | · | @ipo_majime | · | Reuters says Unitree received Shanghai IPO approval for a sizable robot-maker listing. | · | tweet ↗ |
| 2026-07-02 | NVDA | @ipo_majime | -0.45 | Describes Michael Burry starting shorts in AI-related names and adding Micron short. | — | tweet ↗ |
| 2026-07-02 | SOXX | @ipo_majime | -0.45 | Describes Michael Burry starting shorts in AI-related names and adding Micron short. | — | tweet ↗ |
| 2026-07-02 | CAT | @ipo_majime | -0.45 | Describes Michael Burry starting shorts in AI-related names and adding Micron short. | — | tweet ↗ |
| 2026-07-02 | MU | @ipo_majime | -0.50 | Describes Michael Burry starting shorts in AI-related names and adding Micron short. | — | tweet ↗ |
| 2026-07-02 | AMAT | @ipo_majime | -0.45 | Describes Michael Burry starting shorts in AI-related names and adding Micron short. | — | tweet ↗ |
| 2026-07-02 | TSLA | @ipo_majime | -0.45 | Describes Michael Burry starting shorts in AI-related names and adding Micron short. | — | tweet ↗ |
| 2026-07-02 | · | @ipo_majime | · | KOSPI is strong, rebounding from down 3.5% to up over 5%. | · | tweet ↗ |
| 2026-07-02 | MU | @ipo_majime | -0.50 | Reports Michael Burry has started shorting Micron. | — | tweet ↗ |
| 2026-07-02 | 285A.T | @ipo_majime | +0.25 | Kioxia rebound and Nikkei 50DMA bounce theory shown on chart. | · | tweet ↗ |
| 2026-07-02 | · | @ipo_majime | · | National Geographic article discusses AI advances improving IVF processes. | · | tweet ↗ |
| 2026-07-02 | 581A.T | @ipo_majime | +0.10 | Taxi app GO appears to have completed a 2200 yen base but remains below IPO price. | · | 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.