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
+1.42
hit rate
55%
mean α
+1.93%
signals 14d
129
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, +1.93% mean alpha, trader score +1.42. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 30 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @naonao19920225 | · | Notes Mitsubishi Heavy Industries quietly rose five straight days. | · | tweet ↗ |
| 2026-07-03 | · | @naonao19920225 | · | Says Nikkei High Dividend 50 ETF looks like it may break out. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Calls Okano Valve like a second Kioxia, implying bullish momentum. | · | tweet ↗ |
| 2026-07-02 | SNDK | @naonao19920225 | -0.10 | Compares Micron/Sandisk 25-day MA direction with Kioxia trend and U.S. market holiday. | — | tweet ↗ |
| 2026-07-02 | MU | @naonao19920225 | -0.10 | Compares Micron/Sandisk 25-day MA direction with Kioxia trend and U.S. market holiday. | — | tweet ↗ |
| 2026-07-02 | SNDK | @naonao19920225 | +0.40 | Says if Kioxia recovers then Sandisk and Micron also recover. | — | tweet ↗ |
| 2026-07-02 | MU | @naonao19920225 | +0.40 | Says if Kioxia recovers then Sandisk and Micron also recover. | — | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Mentions Sekisui Chemical as a perovskite-related name with linked chart. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Kioxia filled gap and bounced, with high/low levels of 67,340 and 67,190 yen. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Japanese post says USD/JPY keeps rising and the trend will not change. | · | tweet ↗ |
| 2026-07-02 | HDV | @naonao19920225 | +0.25 | Author notes US value stocks are firm and HDV now pays dividends monthly. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Japanese post lists SMR/fusion/nuclear themes and says Mitsubishi Heavy is over. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Kyocera described as breaking a yearly chart level and quite strong, with superconducting/nuclear fusion theme. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Author cites a scenario of renewed oil surge in autumn and expects market turbulence around November elections. | · | tweet ↗ |
| 2026-07-02 | · | @naonao19920225 | · | Lists Mitsubishi Heavy closing prices and gains across four consecutive up days. | · | 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.