Author

@YasLovesTech YasLovesTech

Japanese AI-memory specialist threading semis demand chain with yen-macro and valuation

Posts running Japanese-language analysis of AI/semiconductor

trader score
-1.96
hit rate
35%
mean α
-1.01%
signals 14d
164

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: 35% hit rate, -1.01% mean alpha, trader score -1.96. Their last-14d mentions, direction-adjusted, have moved -7.3% since posting (mean over 57 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@YasLovesTech·Describes the market as sliding continuously with no sign of stopping.·
2026-10-16·@YasLovesTech·Says selling is relentless and the market is much worse than expected.·
2026-10-16·@YasLovesTech·Quantifies accelerating US retail buying, especially in semiconductors and AI infrastructure.·
2026-10-16·@YasLovesTech·Buy into the current market weakness. — Explicitly urges readers to buy during the selloff.·
2026-10-16·@YasLovesTech·Reports a historic seven-session semiconductor decline with a 12.4% fall and $2T loss.·
2026-10-16·@YasLovesTech·Reports CXMT preliminary revenue growth and a swing from loss to major profit.·
2026-10-16·@YasLovesTech·Describes the day's market as gloomy.·
2026-10-16·@YasLovesTech·Calls the day's market weak and dispiriting.·
2026-10-15SOXX@YasLovesTech+0.45Article title says the author moved funds into SOXX based on a semiconductor-bottom thesis.-7.1%
2026-10-15·@YasLovesTech·Highlights hot inflation, AI disappointments, credit concerns and defensive bond flows.·
2026-10-15·@YasLovesTech·Describes broad recovery led by the Dow while semiconductors extend an eight-day decline.·
2026-10-15FNGS@YasLovesTech+0.35Notes a rebound and rotation toward defensive stocks and the Magnificent Seven.·
2026-10-15·@YasLovesTech·Recaps selling memory exposure and buying gold before the memory-stock collapse.·
2026-10-15SOXL@YasLovesTech+0.20Discloses a small SOXL purchase for research and tracking.-22.2%
2026-10-15SOXL@YasLovesTech+0.20Enter a very small SOXL position now for research and tracking. — States an immediate intention to initiate a very small SOXL position.-22.2%

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.