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
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hit rate
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mean α
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signals 14d
18

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 4 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@LOBBSBY·Shares a report that Fed Chair Warsh remains concerned inflation is too high.·
2026-08-27·@LOBBSBY·Says an unnamed position was converted to cash shares and will be held patiently with high confidence.·
2026-08-27NVDA@LOBBSBY+0.40Goldman reiterated Buy on Nvidia and raised its target from $285 to $300.-4.6%
2026-08-27SNDK@LOBBSBY+0.30Reports Kioxia's planned factory building, subsidy application with SanDisk and major investment.+0.0%
2026-08-26SNDK@LOBBSBY+0.10Reuters report concerns Kioxia considering a new factory building, tagged with SanDisk.-1.0%
2026-08-261321@LOBBSBY+0.65Entered a swing position in 1321. — States a new swing-trade entry in Japanese-listed instrument 1321.·
2026-08-26·@LOBBSBY·Reports taking profit on roughly one-third of a Kioxia swing position and holding the rest.·
2026-08-266857.T@LOBBSBY+0.15Recaps only an Advantest rebound and calls the session unimpressive.·
2026-08-25·@LOBBSBY·Expresses disbelief at the Nikkei turning positive in the morning session.·
2026-08-24·@LOBBSBY·Notes the Nikkei unexpectedly turned positive during the morning session.·
2026-08-23·@LOBBSBY·Says part of an unspecified position was carried overnight.·
2026-08-20285A.T@LOBBSBY+0.20Reports completing several intraday rotations in Kioxia.·
2026-08-19·@LOBBSBY·Reports the US Treasury will at least double long-bond purchases to $4 billion.·
2026-08-18285A.T@LOBBSBY+0.30Reports taking profit on Kioxia after a casual entry and an opening entry in Nintendo.·
2026-08-18NTDOY@LOBBSBY+0.15Reports taking profit on Kioxia after a casual entry and an opening entry in Nintendo.-0.2%

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.