Author
@yukimamax yukimamax
grade Cx.com/yukimamax ↗
Perma-bull Japanese retail evangelist for the AI memory supercycle (MU/SNDK)
Posts a near-daily stream of Japanese-language macro memos a
trader score
-1.37
hit rate
20%
mean α
-0.74%
signals 14d
279
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: 20% hit rate, -0.74% mean alpha, trader score -1.37. Their last-14d mentions, direction-adjusted, have moved -11.5% since posting (mean over 114 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @yukimamax | · | Says falling yields reflect a flight to safety and therefore are not supporting equities. | · | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Plans a gradual add-on strategy designed to withstand a severe crash. — Announces a future averaging strategy, but no security is identified. | · | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Complains that extreme rate sensitivity makes central-bank policy especially damaging to markets. | · | tweet ↗ |
| 2026-10-16 | CRWV | @yukimamax | +0.75 | Buy CRWV below $70 and sell above $100. — Provides explicit entry and exit thresholds for a CoreWeave long trade. | -11.7% | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Blames political pressure for higher Japanese rates and lower equities. | · | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Buy gradually today if you missed the prior dip purchase. — Explicitly recommends gradual buying during the selloff while adjusting portfolio composition. | · | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Compares Nikkei performance with ten Japanese stocks and notes only INPEX outperformed. | · | tweet ↗ |
| 2026-10-16 | CHPY | @yukimamax | +0.75 | Add CHPY only on down days, building to 60 units by month-end. — Discloses a newly started covered-call strategy with explicit accumulation size and timing. | -3.7% | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Add gradually on down days through month-end. — Recommends patient incremental buying on declines amid upcoming catalysts and election risk. | · | tweet ↗ |
| 2026-10-16 | · | @yukimamax | · | Buy broadly when crash-level pessimism becomes dominant. — Explicitly advocates buying assets when panic about a property crash intensifies. | · | tweet ↗ |
| 2026-10-15 | · | @yukimamax | · | Buy gradually only on down days through month-end. — States an incremental dip-buying plan, though the security is not specified. | · | tweet ↗ |
| 2026-10-15 | AVGO | @yukimamax | +0.35 | Argues policy will support the AI cycle and avoid rate hikes after industry complaints about financing costs. | -6.6% | tweet ↗ |
| 2026-10-15 | INTC | @yukimamax | +0.35 | Argues policy will support the AI cycle and avoid rate hikes after industry complaints about financing costs. | -8.8% | tweet ↗ |
| 2026-10-15 | SOXX | @yukimamax | +0.35 | Argues AI demand remains strong and semiconductor weakness stems from debt and election uncertainty, making dips buyable. | -7.1% | tweet ↗ |
| 2026-10-15 | MSFT | @yukimamax | +0.25 | Argues AI demand remains strong and semiconductor weakness stems from debt and election uncertainty, making dips buyable. | -2.8% | 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.