Author

@yasutaketin yasutaketin

Japanese AI-infrastructure swing trader mapping the compute-memory-cloud value chain in real time

Posts detailed, tickered theses and live position updates on

trader score
+1.15
hit rate
40%
mean α
+0.91%
signals 14d
177

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, +0.91% mean alpha, trader score +1.15. Their last-14d mentions, direction-adjusted, have moved -5.7% since posting (mean over 81 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16SOXX@yasutaketin+0.05SOXX is holding its range while MAGS is driving the day's decline.-3.1%
2026-10-16MAGS@yasutaketin-0.35SOXX is holding its range while MAGS is driving the day's decline.-1.7%
2026-10-16VIX@yasutaketin+0.65Reports a sharp VIX spike amid a very poor market session.·
2026-10-16·@yasutaketin·Fed chair comments lacked an October hike signal and lowered market-implied hike odds.·
2026-10-16NVDA@yasutaketin+0.45Expresses excitement about Nvidia's apparent upward move.-1.5%
2026-10-16TSLA@yasutaketin+0.55Praises Tesla's newly announced Roadster with rocket technology.+4.9%
2026-10-15RSP@yasutaketin+0.55Views resilient equal-weight performance and improving breadth as a positive sign.+0.7%
2026-10-15·@yasutaketin·Reports a strong KOSPI session while questioning whether supply-demand conditions improved.·
2026-10-15·@yasutaketin·Distinguishes short-term hedge-fund profit taking from long-term institutional ownership.·
2026-10-15·@yasutaketin·Notes a strong technology reversal while retaining uncertainty about the outlook.·
2026-10-15·@yasutaketin·Attributes recent selling in AI-related stocks to hedge funds.·
2026-10-15·@yasutaketin·Characterizes a strong technology reversal but says uncertainty remains.·
2026-10-15·@yasutaketin·Cites Larry Williams expecting gains through year-end before a bear market sometime in 2027.·
2026-10-15CRWV@yasutaketin-0.35Dismisses a late Deutsche Bank buy view and says CoreWeave is being manipulated by shorts.-22.2%
2026-10-15·@yasutaketin·Reports a third US-investment package of up to ¥3 trillion for semiconductor fabrication plants.·

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.