Author
@ipo_majime ipo_majime
grade Bx.com/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
+0.79
hit rate
55%
mean α
+0.80%
signals 14d
94
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: 55% hit rate, +0.80% mean alpha, trader score +0.79. Their last-14d mentions, direction-adjusted, have moved +0.7% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @ipo_majime | · | Reports Moody's and S&P speculative-grade ratings on SoftBank Group debt amid accelerated borrowing. | · | tweet ↗ |
| 2026-08-28 | · | @ipo_majime | · | Bloomberg reports SoftBank seeks another $10B loan to refinance OpenAI-related obligations. | · | tweet ↗ |
| 2026-08-27 | · | @ipo_majime | · | Says Japanese growth stocks are broadly rising and points to a high-resolution heat map. | · | tweet ↗ |
| 2026-08-27 | · | @ipo_majime | · | Bloomberg reports hedge fund Marshall Wace plans to open a Tokyo office. | · | tweet ↗ |
| 2026-08-27 | 593A | @ipo_majime | +0.40 | Reports Morgan Stanley's ¥1,350 target for TIER IV as shares trade roughly 50% above it. | · | tweet ↗ |
| 2026-08-27 | · | @ipo_majime | · | Argues the U.S. SaaS recovery is spreading to Japanese software equities as AI fears recede. | · | tweet ↗ |
| 2026-08-27 | · | @ipo_majime | · | Reports suggest SoftBank may acquire private humanoid-robot maker 1X for $6 billion. | · | tweet ↗ |
| 2026-08-27 | · | @ipo_majime | · | SK Hynix is considering deeper cooperation that could produce a stake above 14%. | · | tweet ↗ |
| 2026-08-27 | CRM | @ipo_majime | +0.70 | Salesforce surged after strong earnings and an expanded Anthropic partnership. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @ipo_majime | +0.40 | Multiple firms raised Nvidia price targets, led by a stated $515 target. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @ipo_majime | +0.40 | Sell-side firms maintained Buy ratings and several raised Nvidia targets. | -4.6% | tweet ↗ |
| 2026-08-27 | · | @ipo_majime | · | Reports Toyota's investment and alliance with TIER IV and plans an internally developed 2028 autonomous-driving system. | · | tweet ↗ |
| 2026-08-26 | NVDA | @ipo_majime | +0.40 | Goldman raised its NVDA revenue forecasts for 2027 and 2028 while slightly lowering margin estimates. | +3.8% | tweet ↗ |
| 2026-08-26 | 593A | @ipo_majime | +0.25 | Reports TIER IV hit its morning-session limit up, while warning the move may be excessive. | · | tweet ↗ |
| 2026-08-26 | · | @ipo_majime | · | Asks whether markets viewed Himino's remarks as mild and non-moving, without firm conviction. | · | 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.