Author
@momiage0088 momiage0088
grade Cx.com/momiage0088 ↗
Japanese-language daily US AI/semiconductor market recap commentator, NVDA-centric
Posts daily Japanese-language recaps and macro framing of th
trader score
-0.49
hit rate
45%
mean α
-0.22%
signals 14d
201
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: 45% hit rate, -0.22% mean alpha, trader score -0.49. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 103 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @momiage0088 | · | Says bonds look more attractively valued than equities and flows may return only when bond buying stops. | · | tweet ↗ |
| 2026-10-16 | · | @momiage0088 | · | Believes tech is being sold to fund bond purchases and remains challenged until that flow ends. | · | tweet ↗ |
| 2026-10-16 | · | @momiage0088 | · | Finds many software stocks closed higher on heavier volume but sees no clear technical entry. | · | tweet ↗ |
| 2026-10-16 | · | @momiage0088 | · | Attributes tech weakness to a portfolio rebalance from equities into government bonds. | · | tweet ↗ |
| 2026-10-16 | · | @momiage0088 | · | Expects more semiconductor difficulty and avoids chasing tech amid a value and bond rotation. | · | tweet ↗ |
| 2026-10-15 | SCHW | @momiage0088 | +0.45 | Reports PNC's EPS beat, Schwab's record net new assets, and CRWV's sharp intraday reversal. | -3.8% | tweet ↗ |
| 2026-10-15 | PNC | @momiage0088 | +0.60 | Reports PNC's EPS beat, Schwab's record net new assets, and CRWV's sharp intraday reversal. | · | tweet ↗ |
| 2026-10-15 | CRWV | @momiage0088 | +0.25 | Reports PNC's EPS beat, Schwab's record net new assets, and CRWV's sharp intraday reversal. | -22.2% | tweet ↗ |
| 2026-10-15 | VIX | @momiage0088 | +0.00 | Reports hot U.S. inflation and retail data, a TSMC beat and outlook raise, and semiconductor weakness. | · | tweet ↗ |
| 2026-10-15 | TSM | @momiage0088 | +0.60 | Reports hot U.S. inflation and retail data, a TSMC beat and outlook raise, and semiconductor weakness. | -0.9% | tweet ↗ |
| 2026-10-15 | NVDA | @momiage0088 | -0.20 | Reports hot U.S. inflation and retail data, a TSMC beat and outlook raise, and semiconductor weakness. | -2.9% | tweet ↗ |
| 2026-10-15 | · | @momiage0088 | · | States that software is strong within technology. | · | tweet ↗ |
| 2026-10-15 | · | @momiage0088 | · | States that software is the strong part of technology. | · | tweet ↗ |
| 2026-10-15 | · | @momiage0088 | · | Believes sector selection will prevent a broad market correction. | · | tweet ↗ |
| 2026-10-15 | · | @momiage0088 | · | Summarizes index performance, hot wholesale inflation, falling yields, and rotation out of technology. | · | 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.