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
-0.16
hit rate
45%
mean α
-0.20%
signals 14d
52
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: 45% hit rate, -0.20% mean alpha, trader score -0.16. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | IGLD | @ye4yn | -0.55 | Argues IGLD's 20% yield is misleading because 89% is return of capital and tax efficiency is poor. | · | tweet ↗ |
| 2026-08-28 | · | @ye4yn | · | Reports a positive August performance while warning about a possible rate-hike cycle. | · | tweet ↗ |
| 2026-08-28 | · | @ye4yn | · | Reduced technology allocation to 40% and raised cash to 10% in preparation for downside risk. | · | tweet ↗ |
| 2026-08-28 | MU | @ye4yn | -0.35 | Partially stopped out of MU bought at $1,200 and raised cash after rate-hike odds rose. | — | tweet ↗ |
| 2026-08-27 | · | @ye4yn | · | Compares Taiwan, Japan and Korea equity performance, led by Taiwan at 71% year to date. | · | tweet ↗ |
| 2026-08-27 | 6976.T | @ye4yn | +0.55 | Started a new Taiyo Yuden position and plans to build it after cutting the cash holding. — Discloses a new position prompted by reported MLCC price increases and plans to grow it. | · | tweet ↗ |
| 2026-08-27 | TWST | @ye4yn | +0.75 | Discloses owning TWST, the sole AI-software holding, after nearly quadrupling from March and hitting ATHs. | -7.7% | tweet ↗ |
| 2026-08-27 | ALAB | @ye4yn | -0.40 | Reports partial exits from six semiconductor positions to reduce exposure and raise cash. | -4.8% | tweet ↗ |
| 2026-08-27 | AMAT | @ye4yn | -0.40 | Reports partial exits from six semiconductor positions to reduce exposure and raise cash. | -4.3% | tweet ↗ |
| 2026-08-27 | MRVL | @ye4yn | -0.40 | Reports partial exits from six semiconductor positions to reduce exposure and raise cash. | -10.3% | tweet ↗ |
| 2026-08-27 | KLAC | @ye4yn | -0.40 | Reports partial exits from six semiconductor positions to reduce exposure and raise cash. | -4.5% | tweet ↗ |
| 2026-08-27 | DRAM | @ye4yn | -0.40 | Reports partial exits from six semiconductor positions to reduce exposure and raise cash. | · | tweet ↗ |
| 2026-08-27 | AMD | @ye4yn | -0.40 | Reports partial exits from six semiconductor positions to reduce exposure and raise cash. | -2.3% | tweet ↗ |
| 2026-08-27 | NVDA | @ye4yn | -0.45 | Selling several tech stocks at the open to reduce technology exposure on a bearish outlook. — Placed opening sell orders to reduce tech weight and expresses a bearish market forecast. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @ye4yn | +0.20 | Expects AI inflation and restrictive Fed policy, warning a SOX opening fade would signal severe market weakness. | -4.6% | 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.