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
-1.22
hit rate
30%
mean α
-0.44%
signals 14d
100
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, -0.44% mean alpha, trader score -1.22. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 56 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @momiage0088 | · | Says heavy interest-rate pressure caused broad assets to collapse and questions Warsh's policy stance. | · | tweet ↗ |
| 2026-08-28 | NOW | @momiage0088 | +0.55 | Notes SaaS shares were strong before Warsh's remarks and continued rising on approachable valuations. | — | tweet ↗ |
| 2026-08-28 | TEAM | @momiage0088 | +0.55 | Notes SaaS shares were strong before Warsh's remarks and continued rising on approachable valuations. | — | tweet ↗ |
| 2026-08-28 | CRM | @momiage0088 | +0.55 | Notes SaaS shares were strong before Warsh's remarks and continued rising on approachable valuations. | — | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Sarcastically doubts policymakers' analytical ability after reliance on forward guidance. | · | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Observes resilient memory stocks but says investors appear confused and are rotating through groups. | · | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Consider buying gold if it pulls back a little further. — Expresses conditional forward intent to buy a deeper dip in gold. | · | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Reports a 50% implied probability of a September rate hike and questions its plausibility. | · | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Links a stronger dollar and falling metals and stocks to anxiety over rates without forward guidance. | · | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Reports Warsh prioritizing inflation, affirming a 2% PCE target, and supporting patience before hikes. | · | tweet ↗ |
| 2026-08-28 | · | @momiage0088 | · | Reports Warsh saying price-stability readings are more concerning. | · | tweet ↗ |
| 2026-08-27 | OKTA | @momiage0088 | +0.45 | Summarizes an NVDA-led, software-heavy rally but warns market breadth is unbalanced. | -3.9% | tweet ↗ |
| 2026-08-27 | CRWD | @momiage0088 | +0.45 | Summarizes an NVDA-led, software-heavy rally but warns market breadth is unbalanced. | -4.2% | tweet ↗ |
| 2026-08-27 | NVDA | @momiage0088 | +0.45 | Summarizes an NVDA-led, software-heavy rally but warns market breadth is unbalanced. | -4.6% | tweet ↗ |
| 2026-08-27 | VIX | @momiage0088 | +0.00 | Summarizes an NVDA-led, software-heavy rally but warns market breadth is unbalanced. | · | 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.