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
-0.52
hit rate
55%
mean α
-0.26%
signals 14d
244

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, -0.26% mean alpha, trader score -0.52. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 44 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@yasutaketin·Expects markets to sell off whenever Warsh speaks in the future.·
2026-08-28·@yasutaketin·Advocates strict day-trading rules and avoiding overnight holdings amid abnormal volatility.·
2026-08-28·@yasutaketin·Focus primarily on day-trade shorts and enter only clear short setups. — Explicitly states a forward plan to make shorts the main day-trading strategy.·
2026-08-28·@yasutaketin·Reports stopping out of a medium-term gold holding and losing part of recent profits.·
2026-08-28·@yasutaketin·Warsh said the Fed has work to do if upside inflation persists, leaving open future rate hikes.·
2026-08-28GDX@yasutaketin+0.15Discloses holding physical gold exposure via GDX and other medium-to-long-term gold holdings.
2026-08-28·@yasutaketin·September rate-hike probability rose to 59.71%, though the author still expects no hike.·
2026-08-28·@yasutaketin·Does not want to hold stocks amid slowdown signs, hawkish policy and broad declines.·
2026-08-28·@yasutaketin·Views conflicting messages from Trump, Bessent and Warsh as an adverse macro signal.·
2026-08-28·@yasutaketin·Notes Nasdaq turned negative and semiconductor stocks are weak.·
2026-08-28285A.T@yasutaketin-0.55Reports Kioxia fell 8.75% today and expresses frustration that it is not rising.·
2026-08-28·@yasutaketin·Reports the US may consider additional tariffs on semiconductors and related products.·
2026-08-28·@yasutaketin·Gold broke above a corrective wedge, though the author wants a catalyst before expecting continuation.·
2026-08-28·@yasutaketin·Links global fiscal expansion and Iran sanctions to upside drivers for metals and crypto assets.·
2026-08-28·@yasutaketin·Reports Japanese long yields rising to 2.925% amid global fiscal expansion.·

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.