Author

@XRPholder2017 XRPholder2017

Japanese-language US AI-infrastructure earnings tape with reasoned secular framing

Relays US tech/growth earnings results and reactions in Japa

trader score
+0.01
hit rate
60%
mean α
+0.01%
signals 14d
18

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: 60% hit rate, +0.01% mean alpha, trader score +0.01. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 10 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01BSET@XRPholder2017+0.35BSET Q2 EPS and revenue slightly beat estimates, with mixed margin and housing-market notes.·
2026-07-01GIS@XRPholder2017+0.35GIS Q4 adjusted EPS and revenue beat, but FY27 EPS guide is slightly below consensus.-0.5%
2026-07-01AVAV@XRPholder2017+0.45AVAV earnings Q&A summary emphasizes counter-drone growth, budget upside, and BlueHalo laser opportunity.+10.7%
2026-06-30NKE@XRPholder2017+0.20NKE FY26 Q4 EPS and revenue beat, but segment weakness and no press guidance noted.+7.4%
2026-06-30PRGS@XRPholder2017+0.65PRGS Q2 beat and FY26 EPS/revenue guidance raised, with mixed Q3 revenue guide.·
2026-06-30AVAV@XRPholder2017-0.20AVAV Q4 beat but FY27 EPS guidance misses sharply and revenue guidance slightly misses.+15.6%
2026-06-26AMZN@XRPholder2017+0.25AWS announced about 20% price increases for ML GPU capacity blocks from 2026-07-01.+4.3%
2026-06-25MKC@XRPholder2017+0.35MKC Q2 EPS and revenue beat while FY revenue guide missed consensus.·
2026-06-24JEF@XRPholder2017-0.35JEF Q2 EPS and revenue missed estimates despite strong investment banking metrics.·
2026-06-24MU@XRPholder2017+0.00Link to Micron 2026 Q3 earnings article without standalone numbers.-7.0%
2026-06-24MU@XRPholder2017+0.85MU Q3 earnings beat and FQ4 revenue/EPS guidance beat estimates.-7.0%
2026-06-24PAYX@XRPholder2017+0.35PAYX Q4 EPS beat, revenue met, FY27 guidance roughly in line with slower growth.·
2026-06-23CBRS@XRPholder2017+0.00Link to CBRS 2026 Q1 earnings article without standalone details.·
2026-06-23CBRS@XRPholder2017+0.50CBRS Q1 core EPS loss narrower than expected and revenue beat; FY guidance beats revenue estimates.·
2026-06-23FDX@XRPholder2017+0.45FDX Q4 EPS and revenue beat; CY2026 adjusted EPS guidance given after Freight separation.-1.3%

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.