Author
@YasLovesTech YasLovesTech
grade Bx.com/YasLovesTech ↗
Japanese AI-memory specialist threading semis demand chain with yen-macro and valuation
Posts running Japanese-language analysis of AI/semiconductor
trader score
+0.21
hit rate
55%
mean α
+0.14%
signals 14d
116
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, +0.14% mean alpha, trader score +0.21. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 40 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | AVGO | @YasLovesTech | -0.10 | Recaps hawkish Warsh remarks, repriced hike odds, higher yields and next week's AVGO earnings. | — | tweet ↗ |
| 2026-08-28 | · | @YasLovesTech | · | Says prior policy tolerated roughly 3% inflation and failed to eradicate it despite hikes. | · | tweet ↗ |
| 2026-08-28 | MRVL | @YasLovesTech | -0.50 | Hawkish Warsh comments lifted yields, weighed on indexes and intensified semiconductor losses. | — | tweet ↗ |
| 2026-08-28 | · | @YasLovesTech | · | Reports surging short-term yields, dollar strength and USD/JPY breaking above 160. | · | tweet ↗ |
| 2026-08-28 | MRVL | @YasLovesTech | -0.45 | Warsh signaled willingness to hike; yields rose and semiconductors fell, partly on MRVL earnings. | — | tweet ↗ |
| 2026-08-28 | · | @YasLovesTech | · | Says Warsh's comments drove a sharp two-year-yield rebound and immediate equity weakness. | · | tweet ↗ |
| 2026-08-27 | MRVL | @YasLovesTech | +0.35 | Marvell beat revenue, EPS, and guidance expectations, though the author warns valuation compression may limit shares. | -10.3% | tweet ↗ |
| 2026-08-27 | NVDA | @YasLovesTech | +0.65 | NVDA rose 8.7% while estimate revisions compressed its PER to 19.4 versus about 21 for S&P 500. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @YasLovesTech | +0.35 | Author promotes analysis of favorable post-earnings analyst-estimate changes for Nvidia. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @YasLovesTech | -0.10 | Author says Nvidia, SOXX and SOXL performance was underwhelming. | -4.6% | tweet ↗ |
| 2026-08-27 | SOXX | @YasLovesTech | -0.15 | Author says Nvidia, SOXX and SOXL performance was underwhelming. | -3.2% | tweet ↗ |
| 2026-08-27 | SOXL | @YasLovesTech | -0.15 | Author says Nvidia, SOXX and SOXL performance was underwhelming. | -9.5% | tweet ↗ |
| 2026-08-27 | NVDA | @YasLovesTech | +0.45 | Tech gains are praised, but persistent hike expectations imply unstable conditions ahead. | -4.6% | tweet ↗ |
| 2026-08-27 | CRWD | @YasLovesTech | +0.35 | Tech gains are praised, but persistent hike expectations imply unstable conditions ahead. | -4.2% | tweet ↗ |
| 2026-08-27 | CRM | @YasLovesTech | +0.35 | Tech gains are praised, but persistent hike expectations imply unstable conditions ahead. | +1.6% | 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.