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
-0.92
hit rate
30%
mean α
-0.89%
signals 14d
43
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: 30% hit rate, -0.89% mean alpha, trader score -0.92. Their last-14d mentions, direction-adjusted, have moved +10.8% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @MIYACH381 | · | Argues yen intervention is futile and markets are shifting from US selling. | · | tweet ↗ |
| 2026-07-02 | SPCX | @MIYACH381 | -0.15 | Discloses sizable SPCX holding while noting bond market doubts SpaceX credit. | · | tweet ↗ |
| 2026-07-02 | · | @MIYACH381 | · | Warns yen carry unwind could trigger US stock crash and global downturn. | · | tweet ↗ |
| 2026-07-02 | SOXL | @MIYACH381 | -0.55 | Closing bell recap says SOXL fell sharply with risk of AI bubble collapse. | — | tweet ↗ |
| 2026-07-02 | QQQ | @MIYACH381 | -0.35 | Says Nasdaq 100 sold off while Dow surged, showing major sector rotation. | — | tweet ↗ |
| 2026-07-02 | · | @MIYACH381 | · | Warns Kioxia could fall sharply if AI bubble collapses. | · | tweet ↗ |
| 2026-07-02 | · | @MIYACH381 | · | Reports US jobs missed expectations and prior months revised down. | · | tweet ↗ |
| 2026-07-02 | · | @MIYACH381 | · | Discusses Japan FX intervention risk and AI/semiconductor concentration risk. | · | tweet ↗ |
| 2026-07-02 | META | @MIYACH381 | -0.25 | Attributes global AI stock selloff to META cloud rental plan announcement. | — | tweet ↗ |
| 2026-07-01 | · | @MIYACH381 | · | Warns US indexes depend too much on AI stocks and could crash if semis collapse. | · | tweet ↗ |
| 2026-07-01 | · | @MIYACH381 | · | Says inflation risk remains, US bonds sold, yields rising, dollar strength unchanged. | · | tweet ↗ |
| 2026-07-01 | SOXL | @MIYACH381 | -0.70 | Reports SOXL reversal and personal portfolio loss over 50 million yen. | -16.6% | tweet ↗ |
| 2026-07-01 | SOXX | @MIYACH381 | -0.50 | Argues dollar strength and rate hike risk are weighing on SOXX and QQQ. | -5.6% | tweet ↗ |
| 2026-07-01 | QQQ | @MIYACH381 | -0.50 | Argues dollar strength and rate hike risk are weighing on SOXX and QQQ. | -1.7% | tweet ↗ |
| 2026-07-01 | · | @MIYACH381 | · | Predicts US hikes and USDJPY may break 175 this year. | · | 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.