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
+0.31
hit rate
55%
mean α
+0.15%
signals 14d
270
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, +0.15% mean alpha, trader score +0.31. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 102 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @yukimamax | · | Says US stocks are preferable to holding cash or repaying loans early. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Convert yen to dollars and buy US stocks if intervention strengthens the yen. — Explicitly plans to buy US stocks after renewed FX intervention while expecting persistent yen weakness. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Reports USD/JPY at 160.010, up 0.45%. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Claims there is a firm reason extreme yen appreciation will not occur. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Suggests global inflation may persist because of AI investment. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Buy US stocks when FX intervention strengthens the yen or equities decline. — Explicit long-term instruction to buy US stocks on yen strength or stock-market weakness. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Argues renewed coordinated FX intervention is plausible after USD/JPY retraced more than halfway. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | States that more than half of capital-expenditure growth is AI-related. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Hawkish Fed stance is framed as a short-term headwind for stocks but a long-term tailwind for AI growth. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Says memory remains significantly undersupplied. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Reports USD/JPY at 159.897, up 0.37%, and disparages yen weakness. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Accumulate promising stocks steadily before the market recognizes their progress. — Expresses forward intent to accumulate before business progress becomes reflected in prices. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Criticizes the finance ministry after a ¥15T intervention was almost fully reversed. | · | tweet ↗ |
| 2026-08-28 | · | @yukimamax | · | Buy government bonds instead of making early mortgage repayments. — Explicitly favors purchasing government bonds over early mortgage repayment in the current environment. | · | tweet ↗ |
| 2026-08-28 | SPX | @yukimamax | +0.45 | Backtest finds nine gains, seven losses and a 4% average from August-end to year-end in midterm years. | · | 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.