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
+1.19
hit rate
60%
mean α
+1.39%
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
Across their last 20 scored bets: 60% hit rate, +1.39% mean alpha, trader score +1.19. Their last-14d mentions, direction-adjusted, have moved +1.9% since posting (mean over 8 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @MIYACH381 | · | Calls the intervention ineffective and likely to raise US Treasury yields. | · | tweet ↗ |
| 2026-08-26 | · | @MIYACH381 | · | Reports bonds falling while rate-hike expectations persist after PCE data. | · | tweet ↗ |
| 2026-08-26 | NVDA | @MIYACH381 | +0.70 | Reports Nvidia reversing positive after earnings and lifting index futures. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @MIYACH381 | -0.65 | Warns vendor financing and receivables may reflect circular, artificial demand. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @MIYACH381 | +0.35 | Nvidia beat revenue and EPS, but Q3 gross-margin guidance slightly missed. | +3.8% | tweet ↗ |
| 2026-08-26 | CRM | @MIYACH381 | +0.70 | Salesforce revenue and EPS beat estimates, sending shares 11% higher after hours. | +24.5% | tweet ↗ |
| 2026-08-20 | · | @MIYACH381 | · | Argues Treasury buybacks cannot suppress rising yields and bond selling will persist. | · | tweet ↗ |
| 2026-08-20 | WMT | @MIYACH381 | -0.60 | Reports Walmart missed forecasts substantially and closed down more than 9%. | -0.7% | tweet ↗ |
| 2026-08-20 | · | @MIYACH381 | · | Attributes a fourth straight index decline to rising Treasury yields and ineffective buybacks. | · | tweet ↗ |
| 2026-08-18 | 9984.T | @MIYACH381 | -0.55 | Reports SoftBank's record ¥1 trillion retail hybrid-bond issue and warns buyers face subordinated-credit risk. | · | tweet ↗ |
| 2026-08-18 | SOXL | @MIYACH381 | -0.65 | Reports a roughly 15% SOXL reversal and warns a break below $100 would increase AI-bubble risk this year. | -13.8% | tweet ↗ |
| 2026-08-18 | · | @MIYACH381 | · | Reports a third consecutive decline in major US indexes as rising yields pressure megacaps and semiconductors. | · | tweet ↗ |
| 2026-08-18 | · | @MIYACH381 | · | Discusses a claim that Bank of Japan rate increases are ending and criticizes reflationist policy advocates. | · | tweet ↗ |
| 2026-08-18 | · | @MIYACH381 | · | Warns that global bond selling and rising yields make concurrent equity gains unsustainable and predicts crashes. | · | tweet ↗ |
| 2026-08-17 | SOXL | @MIYACH381 | +0.10 | Notes semiconductor strength and SOXL returning above $150 while the broad market stalls. | -26.5% | 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.