Author

@PassionAndLuck PassionAndLuck

Japanese retail trader with deep, transparent SATS/SPCX arbitrage and memory-cycle theses

Posts mostly Japanese-language, conversation-heavy analysis

trader score
-1.55
hit rate
40%
mean α
-1.41%
signals 14d
38

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, -1.41% mean alpha, trader score -1.55. Their last-14d mentions, direction-adjusted, have moved +7.5% since posting (mean over 1 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@PassionAndLuck·Questions why Trump chose Warsh given their differing policy direction.·
2026-08-28IREN@PassionAndLuck+0.40Suggests overnight IREN buyers may be set for a major win.
2026-08-28·@PassionAndLuck·Homeowners planning to move should realize gains quickly, especially in 1LDK units. — Urges property owners planning to move to sell and realize gains because 1LDK exit liquidity is narrowing.·
2026-08-27SPCX@PassionAndLuck+0.20Frames ECHO buybacks and SPCX growth as key variables for price and the next 13D/A.·
2026-08-27ECHO@PassionAndLuck+0.25Frames ECHO buybacks and SPCX growth as key variables for price and the next 13D/A.·
2026-08-27ECHO@PassionAndLuck+0.45Quantifies rising short interest and falling liquidity, arguing the setup could tighten on buybacks.·
2026-08-26·@PassionAndLuck·Argues most property investors can exit safely while criticizing those still promoting purchases after 2025.·
2026-08-26·@PassionAndLuck·Explains why higher taxes on short-term property sales may have limited impact on genuine long-term homebuyers.·
2026-08-25ECHO@PassionAndLuck+0.00Clarifies that a Form 144 share count is stale and says a 13D/A is needed.·
2026-08-25·@PassionAndLuck·Says the slogan of going long national-policy beneficiaries has become obsolete.·
2026-08-25·@PassionAndLuck·Says short-term traders have already exited, without identifying an asset.·
2026-08-24·@PassionAndLuck·States that a Nikkei Average crash is unavoidable.·
2026-08-24BTC@PassionAndLuck+0.05Concludes an unnamed Bitcoin-linked stock looks fairly valued after comparing debt and BTC assets.·
2026-08-24SPCX@PassionAndLuck+0.70Argues lockup-driven float expansion could create passive index buying in September.·
2026-08-24·@PassionAndLuck·Argues suburban housing demand will soften due to demographic constraints.·

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.