Author
@nikkei_4451 nikkei_4451
grade Bx.com/nikkei_4451 ↗
Bilingual Japan/US AI-supply-chain swing trader who stress-tests guidance and discloses positions
Posts running fundamental and macro commentary on Japanese a
trader score
-1.97
hit rate
40%
mean α
-2.68%
signals 14d
108
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: 40% hit rate, -2.68% mean alpha, trader score -1.97. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @nikkei_4451 | · | Unnamed company is expected to exceed forecasts after projecting 25% sales growth | · | tweet ↗ |
| 2026-10-16 | · | @nikkei_4451 | · | Expresses disbelief that BayCurrent hit its daily limit after these results | · | tweet ↗ |
| 2026-10-15 | TOPIX | @nikkei_4451 | +0.05 | Observes heavy TOPIX futures selling alongside cash-market buying | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | Expects cybersecurity stocks to attract buying | · | tweet ↗ |
| 2026-10-15 | NIKKEI | @nikkei_4451 | +0.65 | Bought the Nikkei index — Author explicitly reports buying the Nikkei | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | European investors favor inference AI and Japanese AI-infrastructure themes | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | Warns crowded positioning and policy assumptions create headwinds for Japanese banks | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | Frames rates and growth expectations as drivers of a possible value-to-growth rotation | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | Sarcastically characterizes the AI bubble as having burst | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | Reports the author's largest one-day drawdown | · | tweet ↗ |
| 2026-10-15 | · | @nikkei_4451 | · | Says the adverse tape overwhelms company earnings analysis | · | tweet ↗ |
| 2026-10-14 | · | @nikkei_4451 | · | Primo Global guides to higher next-year profit and dividend as margins recover | · | tweet ↗ |
| 2026-10-14 | · | @nikkei_4451 | · | BayCurrent posted 39.3% operating-profit growth and demand exceeded plan | · | tweet ↗ |
| 2026-10-14 | · | @nikkei_4451 | · | Calls GO's Q1 acceptable but notes high expectations and a sharp after-hours decline | · | tweet ↗ |
| 2026-10-14 | · | @nikkei_4451 | · | Believes the market can continue while value stocks remain resilient | · | 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.