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
+1.30
hit rate
70%
mean α
+1.23%
signals 14d
165
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, +1.23% mean alpha, trader score +1.30. Their last-14d mentions, direction-adjusted, have moved -1.4% since posting (mean over 101 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @momoblog0214 | · | Identifies interest rates and oil as risks worth monitoring. | · | tweet ↗ |
| 2026-08-28 | SPX | @momoblog0214 | +0.60 | Argues S&P 500 earnings strength is broadening beyond the Mag 7, improving market health. | · | tweet ↗ |
| 2026-08-28 | AMZN | @momoblog0214 | +0.25 | Argues S&P 500 earnings strength is broadening beyond the Mag 7, improving market health. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @momoblog0214 | +0.25 | Argues S&P 500 earnings strength is broadening beyond the Mag 7, improving market health. | — | tweet ↗ |
| 2026-08-28 | · | @momoblog0214 | · | Reports USD/JPY above 160 after more than ¥15T of intervention, with over half the effect erased. | · | tweet ↗ |
| 2026-08-28 | AAPL | @momoblog0214 | +0.40 | Reports U.S. price increases for Apple TV and Apple One, expected to support service revenue. | — | tweet ↗ |
| 2026-08-28 | MRVL | @momoblog0214 | +0.20 | Calls Marvell's earnings strong but warns about contract concentration, valuation, and Investor Day expectations. | — | tweet ↗ |
| 2026-08-28 | · | @momoblog0214 | · | Says the unnamed stock falls below 20x PSR about yearly and traded at 16.3x in April. | · | tweet ↗ |
| 2026-08-28 | CRWD | @momoblog0214 | +0.20 | Calls CrowdStrike's earnings exceptional but warns its 38.7x PSR is very expensive. | — | tweet ↗ |
| 2026-08-28 | MRVL | @momoblog0214 | -0.30 | Notes MRVL failed to beat revenue estimates by over 5% in each of the past eight quarters. | — | tweet ↗ |
| 2026-08-28 | SPX | @momoblog0214 | +0.45 | Says broader constituent price performance and EPS growth are improving alongside megatech strength. | · | tweet ↗ |
| 2026-08-27 | MU | @momoblog0214 | -0.15 | Questions the motive and timeliness of Trump's praise for Micron. | -0.3% | tweet ↗ |
| 2026-08-27 | NVDA | @momoblog0214 | +0.50 | Expects the S&P 500 to exceed 8,000 by year-end, citing earnings and historical election-year strength. | -4.6% | tweet ↗ |
| 2026-08-27 | SPX | @momoblog0214 | +0.65 | Expects the S&P 500 to exceed 8,000 by year-end, citing earnings and historical election-year strength. | · | tweet ↗ |
| 2026-08-27 | MRVL | @momoblog0214 | +0.50 | Reports raised MRVL FY27 and FY28 revenue and data-center growth guidance. | -10.3% | 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.