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
-0.76
hit rate
55%
mean α
-0.64%
signals 14d
58
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: 55% hit rate, -0.64% mean alpha, trader score -0.76. Their last-14d mentions, direction-adjusted, have moved +2.8% since posting (mean over 28 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @momoblog0214 | · | Says macro forecasts are not useful for investment decisions, citing Buffett. | · | tweet ↗ |
| 2026-07-03 | · | @momoblog0214 | · | Says some semiconductor and AI networking names are attractive to invest at current levels. | · | tweet ↗ |
| 2026-07-02 | TSLA | @momoblog0214 | +0.65 | Tesla Q2 deliveries beat forecasts by a wide margin despite 7.49% stock drop. | — | tweet ↗ |
| 2026-07-02 | · | @momoblog0214 | · | Views semiconductor selloff as temporary correction, not AI bubble collapse, and will buy dip. | · | tweet ↗ |
| 2026-07-02 | CRWV | @momoblog0214 | -0.45 | Skeptical on CRWV profitability due to large interest burden unless rates fall. | — | tweet ↗ |
| 2026-07-02 | · | @momoblog0214 | · | Links chart saying AI boom will make electricity demand grow faster than global economy. | · | tweet ↗ |
| 2026-07-02 | · | @momoblog0214 | · | AI and EV electrification expected to drive electricity and metals demand materially higher. | · | tweet ↗ |
| 2026-07-02 | · | @momoblog0214 | · | SoftBank and SoftBank Group establish new company SB Neo; author positive but no ticker given. | · | tweet ↗ |
| 2026-07-02 | · | @momoblog0214 | · | Argues wealth comes from entering growth structures early and holding long, not macro timing. | · | tweet ↗ |
| 2026-06-29 | AXON | @momoblog0214 | +0.00 | Mentions latest AXON earnings summary post without metrics. | +16.9% | tweet ↗ |
| 2026-06-29 | AXON | @momoblog0214 | +0.45 | Author says AXON is a holding and views contract as meaningful versus revenue. | +16.9% | tweet ↗ |
| 2026-06-29 | AXON | @momoblog0214 | +0.30 | Reports Trump bought up to $5M in Axon before ICE sought $220M deal. | +16.9% | tweet ↗ |
| 2026-06-29 | AXON | @momoblog0214 | +0.35 | CNBC-sourced report on Trump AXON purchase and subsequent ICE Taser contract solicitation. | +16.9% | tweet ↗ |
| 2026-06-27 | · | @momoblog0214 | · | Sector ETF long-term performance ranking is referenced in attached chart. | · | tweet ↗ |
| 2026-06-27 | · | @momoblog0214 | · | Sector ETF one-week performance ranking is referenced in attached chart. | · | 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.