@SOU_BTC SOU_BTC
Fast Japanese-language firehose relaying AI, semis, crypto and Iran newsflow with light analysis
Aggregates and translates global market news (AI/semis, cryp
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 55% hit rate, -0.20% mean alpha, trader score -0.19. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 84 mentions with price data).
SOU_BTC is mostly broadcasting macro/geopolitical tape, with heavy attention to US-Iran/Hormuz headlines, Japan liquidity, AI concentration, SpaceX, semis, and crypto momentum. The clearest tradeable tilt is long speculative growth infrastructure via SpaceX/SPCX, semis/memory, and one explicit KNTQ airdrop call, while BTC is framed negatively on weak flows. Late week, the author’s Anthropic/GOOGL read moved from security-overhang headlines toward improved relations and capability upside, but the broader output remains news-driven rather than high-conviction stock picking.
The author’s concentration sits in macro/geopolitical tape, AI/semiconductor concentration, SpaceX, and crypto rotation, with only one explicit directional call in KNTQ. Conviction appears strongest in speculative growth and infrastructure exposure, but most signals are news breaks and data reposts rather than repeated add/trim behavior. BTC sentiment is clearly bearish by late week on ETF outflows and weak liquidity, while GOOGL/Anthropic coverage flips between regulatory concern and improving access/capability headlines.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @SOU_BTC | · | Bloomberg report says Japan bank regulations may be broadly eased to boost investment. | · | tweet ↗ |
| 2026-07-03 | · | @SOU_BTC | · | Reports 38-ton weekly outflow from gold ETFs amid Fed and dollar concerns. | · | tweet ↗ |
| 2026-07-03 | KXIAY | @SOU_BTC | +0.35 | Kioxia starts shipping next-generation memory product and claims tech lead. | — | tweet ↗ |
| 2026-07-02 | · | @SOU_BTC | · | Japan ministry explains subsidy for DeNA game development and investment goals. | · | tweet ↗ |
| 2026-07-02 | · | @SOU_BTC | · | States yen purchasing power roughly halved over 40 years with mixed macro effects. | · | tweet ↗ |
| 2026-07-02 | KXIAY | @SOU_BTC | +0.45 | Breaking-style note says Kioxia crossed 80,000 yen. | — | tweet ↗ |
| 2026-07-02 | · | @SOU_BTC | · | Reports Claude Fable 5 benchmark degradation after return. | · | tweet ↗ |
| 2026-07-02 | AAPL | @SOU_BTC | +0.05 | Nikkei report says Apple China memory sourcing sparked semiconductor stock selling. | — | tweet ↗ |
| 2026-07-02 | DIA | @SOU_BTC | +0.45 | Reports Dow surged about 600 dollars and closed at record high. | — | tweet ↗ |
| 2026-07-02 | META | @SOU_BTC | -0.35 | Reports Zuckerberg said AI agent development has not accelerated as expected. | — | tweet ↗ |
| 2026-07-02 | AMZN | @SOU_BTC | +0.25 | Reports Amazon plans satellite internet service to compete with Starlink. | — | tweet ↗ |
| 2026-07-02 | DRAM | @SOU_BTC | -0.55 | Reports memory stock ETF DRAM down 15% over five days. | · | tweet ↗ |
| 2026-07-02 | · | @SOU_BTC | · | Reports Japan semiconductor equipment FY26 sales outlook raised by 1 trillion yen. | · | tweet ↗ |
| 2026-07-02 | · | @SOU_BTC | · | Reports US jobs data: payrolls +57k vs +114k expected, unemployment 4.2%. | · | tweet ↗ |
| 2026-07-02 | · | @SOU_BTC | · | Bloomberg/JPMorgan view that US semiconductor boom may fade versus hyperscalers. | · | 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.