Author
@MIYACH381 MIYACH381
grade Cx.com/MIYACH381 ↗
Bilingual perma-bear macro commentator tying Japan fiscal/yen stress to a global AI bubble unwind
Posts high-volume real-time and closing-bell market commenta
trader score
+0.01
hit rate
50%
mean α
+0.01%
signals 14d
102
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: 50% hit rate, +0.01% mean alpha, trader score +0.01. Their last-14d mentions, direction-adjusted, have moved +10.2% since posting (mean over 32 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @MIYACH381 | · | Frames a stealth bear market as a historic opportunity while citing an article. | · | tweet ↗ |
| 2026-10-15 | DXY | @MIYACH381 | +0.10 | Expects another Fed hike after hot PPI and says rate suppression will not last. | · | tweet ↗ |
| 2026-10-15 | · | @MIYACH381 | · | Uses counts of $1M software-engineer offers as evidence of expanding AI demand. | · | tweet ↗ |
| 2026-10-15 | · | @MIYACH381 | · | Reports headline and core PPI above forecasts, with core inflation at 5%. | · | tweet ↗ |
| 2026-10-15 | NVDA | @MIYACH381 | +0.20 | Reports Nvidia's announcement that Nemotron 3.5 Super VL will be open. | -2.9% | tweet ↗ |
| 2026-10-15 | · | @MIYACH381 | · | Observes falling Treasury yields and a partial equity-market recovery. | · | tweet ↗ |
| 2026-10-15 | CRWV | @MIYACH381 | -0.25 | Reports Nasdaq weakness and CRWV recovering from over 9% down to about 3% down. | -22.2% | tweet ↗ |
| 2026-10-15 | TSM | @MIYACH381 | -0.25 | Argues the global semiconductor selloff will overwhelm even TSMC's strong results. | -0.9% | tweet ↗ |
| 2026-10-15 | TSM | @MIYACH381 | +0.60 | Reports record quarterly TSMC profit, up 68.7% to TWD 763 billion. | -0.9% | tweet ↗ |
| 2026-10-15 | · | @MIYACH381 | · | Warns Kioxia may fall further despite a 3.7 P/E due to memory cyclicality and margin calls. | · | tweet ↗ |
| 2026-10-15 | · | @MIYACH381 | · | Discusses Swiss deflation, CHF strength and unwinding carry trades as economic headwinds. | · | tweet ↗ |
| 2026-10-15 | · | @MIYACH381 | · | Warns U.S. stocks and bonds may face the world's highest crash risk amid European outflows. | · | tweet ↗ |
| 2026-10-15 | ORCL | @MIYACH381 | -0.25 | Calls the AI-semiconductor crash the likely beginning of a broader valuation unwind. | -6.2% | tweet ↗ |
| 2026-10-15 | META | @MIYACH381 | -0.25 | Calls the AI-semiconductor crash the likely beginning of a broader valuation unwind. | -12.8% | tweet ↗ |
| 2026-10-15 | CRWV | @MIYACH381 | -0.70 | Calls the AI-semiconductor crash the likely beginning of a broader valuation unwind. | -22.2% | 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.