Author

@ye4yn ye4yn

grade Bx.com/ye4yn ↗

Transparent Japanese retail AI-infrastructure thematic trader who maps value-chain bottlenecks

Real-time, fully tickered portfolio narration built around a

trader score
-0.66
hit rate
40%
mean α
-0.44%
signals 14d
228

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, -0.44% mean alpha, trader score -0.66. Their last-14d mentions, direction-adjusted, have moved -11.0% since posting (mean over 171 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-14·@ye4yn·Nikkei futures remain bullish but risk breaking 65,900 toward 63,800; author would buy the open if unencumbered.·
2026-10-14ANET@ye4yn+0.65Discloses additions to AVGO and ANET and higher core AI-infrastructure weights while flagging data-center financing risks.-11.8%
2026-10-14AVGO@ye4yn+0.70Discloses additions to AVGO and ANET and higher core AI-infrastructure weights while flagging data-center financing risks.-7.1%
2026-10-14NBIS@ye4yn-0.45Discloses additions to AVGO and ANET and higher core AI-infrastructure weights while flagging data-center financing risks.-14.7%
2026-10-14KEYS@ye4yn+0.35Discloses additions to AVGO and ANET and higher core AI-infrastructure weights while flagging data-center financing risks.-12.0%
2026-10-14NVDA@ye4yn+0.55Discloses additions to AVGO and ANET and higher core AI-infrastructure weights while flagging data-center financing risks.-4.7%
2026-10-14AXTI@ye4yn+0.55Highlights relative strength in NOW and especially AXTI versus other software and optical names during a selloff.-15.4%
2026-10-14LITE@ye4yn-0.35Highlights relative strength in NOW and especially AXTI versus other software and optical names during a selloff.-15.6%
2026-10-14AAOI@ye4yn+0.00Highlights relative strength in NOW and especially AXTI versus other software and optical names during a selloff.-21.7%
2026-10-14NOW@ye4yn+0.35Highlights relative strength in NOW and especially AXTI versus other software and optical names during a selloff.+13.6%
2026-10-14AVGO@ye4yn+0.75Added AVGO, FROG and FTNT while fully exiting TEM at a loss. — Explicitly reports adding three positions and cutting the entire TEM position during the selloff.-7.1%
2026-10-14FTNT@ye4yn+0.75Added AVGO, FROG and FTNT while fully exiting TEM at a loss. — Explicitly reports adding three positions and cutting the entire TEM position during the selloff.-2.2%
2026-10-14FROG@ye4yn+0.75Added AVGO, FROG and FTNT while fully exiting TEM at a loss. — Explicitly reports adding three positions and cutting the entire TEM position during the selloff.+9.4%
2026-10-14TEM@ye4yn-0.80Added AVGO, FROG and FTNT while fully exiting TEM at a loss. — Explicitly reports adding three positions and cutting the entire TEM position during the selloff.-1.0%
2026-10-14LITE@ye4yn+0.60AI-infrastructure thesis emphasizes sold-out capacity through 2028-29 and excess demand.-15.6%

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.