Author

@LOBBSBY LOBBSBY

Disciplined Japanese-language momentum trader riding the memory/semi AI supercycle across JP/KR/US.

Posts real-time tickered trades, adds/trims, and P&L recaps

trader score
+0.97
hit rate
64%
mean α
+1.72%
signals 14d
37

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 11 scored bets: 64% hit rate, +1.72% mean alpha, trader score +0.97. Their last-14d mentions, direction-adjusted, have moved -7.6% since posting (mean over 8 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16MU@LOBBSBY-0.20Says all SNDK and MU holdings were sold for profit while DRAM remains.-0.1%
2026-10-16SNDK@LOBBSBY-0.20Says all SNDK and MU holdings were sold for profit while DRAM remains.-4.7%
2026-10-16DRAM@LOBBSBY+0.45Says all SNDK and MU holdings were sold for profit while DRAM remains.—
2026-10-15·@LOBBSBY·Describes an exceptionally difficult market driven by concentrated selling in index heavyweights.·
2026-10-14·@LOBBSBY·Says the author is trading Advantest, but the listing is ambiguous.·
2026-10-14·@LOBBSBY·Suggests current portfolio values may mark a near-term low point.·
2026-10-14·@LOBBSBY·Recaps a losing day despite profitable shorts, ending a 14-win streak.·
2026-10-13·@LOBBSBY·Author reports a day of small profits and wins without identifying securities.·
2026-10-122631.T@LOBBSBY+0.35Reports taking profit on the 2631 swing while Ibiden was the sole loser.·
2026-10-124062.T@LOBBSBY-0.10Reports taking profit on the 2631 swing while Ibiden was the sole loser.·
2026-10-12CIBR@LOBBSBY+0.45Trim DRAM and add SMH, USD and CIBR exposure. — Explicit portfolio rebalance trims DRAM and adds three named instruments.-1.6%
2026-10-12DRAM@LOBBSBY-0.50Trim DRAM and add SMH, USD and CIBR exposure. — Explicit portfolio rebalance trims DRAM and adds three named instruments.—
2026-10-12USD@LOBBSBY+0.35Trim DRAM and add SMH, USD and CIBR exposure. — Explicit portfolio rebalance trims DRAM and adds three named instruments.-19.6%
2026-10-12SMH@LOBBSBY+0.45Trim DRAM and add SMH, USD and CIBR exposure. — Explicit portfolio rebalance trims DRAM and adds three named instruments.-10.8%
2026-10-09CIBR@LOBBSBY+0.15Identifies CIBR as the largest cybersecurity ETF by net assets.-3.5%

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.