Author
@KoujiSato19 KoujiSato19
grade Cx.com/KoujiSato19 ↗
Prolific bullish AI-infrastructure value-chain analyst with per-name targets, Japanese retail lean
Publishes a high volume of fundamental, target-bearing singl
trader score
-0.29
hit rate
40%
mean α
-0.08%
signals 14d
88
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, -0.08% mean alpha, trader score -0.29. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 79 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | TSM | @KoujiSato19 | -0.15 | Frames strong TSM results against margin dilution, capex, geopolitical, and customer-concentration risks. | +1.4% | tweet ↗ |
| 2026-10-15 | · | @KoujiSato19 | · | Reports Fear & Greed at 32 and notes semiconductor buying after a severe decline. | · | tweet ↗ |
| 2026-10-15 | LLY | @KoujiSato19 | -0.35 | Questions LLY's rally, citing margin, litigation, competition, cash-flow, and defensive-rotation risks. | +1.7% | tweet ↗ |
| 2026-10-15 | · | @KoujiSato19 | · | Builds three scenarios for housing stocks after the 10-year yield fell to 5.056%. | · | tweet ↗ |
| 2026-10-15 | TSM | @KoujiSato19 | +0.60 | Reports a major Q3 beat, strong Q4 revenue guidance, and raised FY2026 growth outlook for TSM. | -0.9% | tweet ↗ |
| 2026-10-15 | AAPL | @KoujiSato19 | -0.60 | Warns of downside risk before earnings from production cuts, a 230 target floor, and a 39x P/E. | +1.7% | tweet ↗ |
| 2026-10-15 | IBM | @KoujiSato19 | +0.00 | Presents a bearish ASML framework focused on earnings quality, backlog, margins, China, and AI-capex risks. | +8.3% | tweet ↗ |
| 2026-10-15 | ASML | @KoujiSato19 | -0.50 | Presents a bearish ASML framework focused on earnings quality, backlog, margins, China, and AI-capex risks. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @KoujiSato19 | -0.55 | Calls ASML's 55x P/E, €500M valuation gain, and €9.3B advance payments material risks. | -5.2% | tweet ↗ |
| 2026-10-15 | ASML | @KoujiSato19 | -0.50 | Promotes analysis arguing ASML's valuation gain and advance payments conceal significant risks. | -5.2% | tweet ↗ |
| 2026-10-14 | ASML | @KoujiSato19 | +0.60 | Reports ASML revenue and EPS beats plus Q4 revenue guidance above consensus. | -4.7% | tweet ↗ |
| 2026-10-14 | · | @KoujiSato19 | · | Reports CPI at 0.6% MoM and 3.7% YoY, with annual inflation above forecast. | · | tweet ↗ |
| 2026-10-14 | AMD | @KoujiSato19 | +0.55 | Frames AI interconnect openness and ASIC adoption as favoring AMD while challenging Intel and Nvidia. | -9.5% | tweet ↗ |
| 2026-10-14 | NVDA | @KoujiSato19 | +0.35 | Frames AI interconnect openness and ASIC adoption as favoring AMD while challenging Intel and Nvidia. | -4.7% | tweet ↗ |
| 2026-10-14 | INTC | @KoujiSato19 | -0.45 | Frames AI interconnect openness and ASIC adoption as favoring AMD while challenging Intel and Nvidia. | -11.4% | 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.