Author
@naonao19920225 naonao19920225
grade Cx.com/naonao19920225 ↗
Japanese retail thematic bull mapping global megatrends to Japan-plus-US supply chains
Posts dense Japanese-language thematic baskets and watchlist
trader score
+0.90
hit rate
50%
mean α
+0.43%
signals 14d
130
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: 50% hit rate, +0.43% mean alpha, trader score +0.90. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @naonao19920225 | · | Expects speculative enthusiasm to cool before a long-run Nikkei target of 100,000 by 2030. | · | tweet ↗ |
| 2026-08-28 | · | @naonao19920225 | · | Reports annual Japanese government and BOJ currency intervention totaling ¥27 trillion. | · | tweet ↗ |
| 2026-08-28 | · | @naonao19920225 | · | Lists Japanese companies exposed to rare-earth recovery and related equipment. | · | tweet ↗ |
| 2026-08-28 | · | @naonao19920225 | · | Buy stocks soon to participate in compounding technological progress. — Explicitly urges buying stocks based on accelerating technological progress. | · | tweet ↗ |
| 2026-08-28 | · | @naonao19920225 | · | Names a Japanese thematic watchlist and says one chart appears strongest. | · | tweet ↗ |
| 2026-08-27 | · | @naonao19920225 | · | For long-term defense exposure, buy Mitsubishi Heavy Industries. — Explicit long-term preference backed by a broad business-exposure thesis. | · | tweet ↗ |
| 2026-08-27 | · | @naonao19920225 | · | Argues strong intellectual property protects Japanese company value despite AI. | · | tweet ↗ |
| 2026-08-27 | · | @naonao19920225 | · | Calls Toyota weakness a yield-based buying opportunity. | · | tweet ↗ |
| 2026-08-27 | · | @naonao19920225 | · | Buy stocks when able and hold for much higher Nikkei levels. — Explicitly urges immediate stock buying and long-term holding. | · | tweet ↗ |
| 2026-08-27 | · | @naonao19920225 | · | Presents a Japanese water-treatment basket spanning desalination membranes and activated carbon. | · | tweet ↗ |
| 2026-08-27 | 7203.T | @naonao19920225 | +0.75 | Continuing to buy Toyota in the NISA account while holding existing shares. — Expresses strong conviction in Toyota and says the author is currently adding shares in a NISA account. | · | tweet ↗ |
| 2026-08-27 | 7701.T | @naonao19920225 | +0.35 | Describes Shimadzu's joint development of a tritium-compatible pump for fusion fuel-cycle systems. | · | tweet ↗ |
| 2026-08-26 | 6269.T | @naonao19920225 | +0.65 | Buying fractional shares of MODEC. — Explicitly says the author is buying fractional MODEC shares. | · | tweet ↗ |
| 2026-08-26 | · | @naonao19920225 | · | Warns that the world is entering an era of widespread rate hikes. | · | tweet ↗ |
| 2026-08-26 | 6857.T | @naonao19920225 | -0.55 | Expects near-term Advantest selling after a MACD cross but remains long-term constructive | · | 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.