Author
@momoblog0214 momoblog0214
grade Cx.com/momoblog0214 ↗
Japanese-language US-tech perma-bull synthesizing the AI-infrastructure value chain for retail
Posts Japanese-language commentary and long-form theses on U
trader score
-0.93
hit rate
70%
mean α
-0.29%
signals 14d
210
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: 70% hit rate, -0.29% mean alpha, trader score -0.93. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 137 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | AAPL | @momoblog0214 | +0.35 | Views a combined iPhone/iPad device as economical when resale value is considered. | +1.2% | tweet ↗ |
| 2026-10-16 | AAPL | @momoblog0214 | +0.55 | Interprets rapid sellout and a three-month wait as stronger-than-expected initial iPhone demand. | +1.2% | tweet ↗ |
| 2026-10-16 | AAPL | @momoblog0214 | +0.20 | Summarizes Apple's product-launch schedule and pricing. | +1.2% | tweet ↗ |
| 2026-10-16 | TFC | @momoblog0214 | -0.60 | Reports TFC Q3 EPS and revenue misses, temporary losses, and management commentary. | · | tweet ↗ |
| 2026-10-16 | NKE | @momoblog0214 | -0.20 | Explains Buffett's long-running reasons for avoiding Nike and the sporting-goods industry. | +0.5% | tweet ↗ |
| 2026-10-16 | NVDA | @momoblog0214 | +0.55 | Reports an expanded NVIDIA-Mercedes autonomous-driving partnership and expresses growth optimism. | -1.5% | tweet ↗ |
| 2026-10-16 | · | @momoblog0214 | · | Reports MSCI's potential Indonesia reclassification, an 11% plunge, trading halt, and outflow risk. | · | tweet ↗ |
| 2026-10-15 | IAM | @momoblog0214 | +0.45 | Reports IAM's 18% first-day IPO gain, pricing, funding use, investor interest, and partnerships. | · | tweet ↗ |
| 2026-10-15 | ABBV | @momoblog0214 | +0.00 | Reports IAM's 18% first-day IPO gain, pricing, funding use, investor interest, and partnerships. | +0.8% | tweet ↗ |
| 2026-10-15 | NVDA | @momoblog0214 | +0.10 | Reports IAM's 18% first-day IPO gain, pricing, funding use, investor interest, and partnerships. | -2.9% | tweet ↗ |
| 2026-10-15 | NVDA | @momoblog0214 | +0.10 | Links NVIDIA's official announcement expanding the Nemotron model family. | -2.9% | tweet ↗ |
| 2026-10-15 | NVDA | @momoblog0214 | +0.45 | Describes NVIDIA's Nemotron 3.5 release and benchmark gains after task-specific training. | -2.9% | tweet ↗ |
| 2026-10-15 | · | @momoblog0214 | · | Introduces a media-based comparison of major financial institutions' earnings. | · | tweet ↗ |
| 2026-10-15 | IBKR | @momoblog0214 | +0.60 | Reports an IBKR revenue beat, in-line EPS, strong operating metrics, and a dividend increase. | -6.7% | tweet ↗ |
| 2026-10-15 | TSM | @momoblog0214 | +0.50 | Reports above-consensus TSM Q4 and FY guidance, capacity expansion, and strong AI demand, with margin risks. | -0.9% | 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.