@yukimamax yukimamax
Perma-bull Japanese retail evangelist for the AI memory supercycle (MU/SNDK)
Posts a near-daily stream of Japanese-language macro memos a
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 75% hit rate, +2.13% mean alpha, trader score +2.25. Their last-14d mentions, direction-adjusted, have moved -9.4% since posting (mean over 99 mentions with price data).
The author is overwhelmingly long AI semis, especially MU, SNDK and DRAM, with disclosed profits in NVDA, MU, ARM and SNDK plus an added NBIS position. Their distinctive read is that memory/NAND/SSD are the next leg of the AI trade, still cheap on forward PER, supply-constrained, and worth buying even after rallies. Late week focus narrows further toward MU earnings as a buying opportunity, while Kioxia and SPCX receive more cautionary or bearish treatment.
Conviction is concentrated in MU, SNDK and DRAM, with repeated explicit buy/add calls and a late-week focus on using MU earnings volatility as an entry point. The author disclosed held winners in NVDA, MU, ARM and SNDK, added NBIS earlier in the window, and stated she has stayed fully invested without selling since March. Bearish or cautious pockets are narrow: Kioxia downside news, SPCX float/lockup risk, and AAPL Japan pricing pressure.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | SNDK | @yukimamax | +0.65 | Look for dip-buy prices in MU, SNDK and DRAM after non-fundamental selloff. — Says memory fundamentals remain strong and the issue is where to buy the dip. | — | tweet ↗ |
| 2026-07-03 | DRAM | @yukimamax | +0.65 | Look for dip-buy prices in MU, SNDK and DRAM after non-fundamental selloff. — Says memory fundamentals remain strong and the issue is where to buy the dip. | · | tweet ↗ |
| 2026-07-03 | MU | @yukimamax | +0.65 | Look for dip-buy prices in MU, SNDK and DRAM after non-fundamental selloff. — Says memory fundamentals remain strong and the issue is where to buy the dip. | — | tweet ↗ |
| 2026-07-03 | · | @yukimamax | · | Says AI capex and demand are so distorted that investors should act on the opportunity. | · | tweet ↗ |
| 2026-07-03 | SNDK | @yukimamax | +0.75 | SNDK is a buy on meaningless high-beta correction days. — Explicitly says SanDisk/high-beta stocks are buys on such corrections. | — | tweet ↗ |
| 2026-07-03 | DRAM | @yukimamax | +0.25 | Mild positive comment that someone is understanding DRAM recently. | · | tweet ↗ |
| 2026-07-03 | AMZN | @yukimamax | +0.30 | Argues US satellite communications infrastructure makes Amazon and Tesla national-policy beneficiaries. | — | tweet ↗ |
| 2026-07-03 | TSLA | @yukimamax | +0.30 | Argues US satellite communications infrastructure makes Amazon and Tesla national-policy beneficiaries. | — | tweet ↗ |
| 2026-07-03 | · | @yukimamax | · | Says AI semiconductor pullbacks of 20-30% should not be overinterpreted as the end. | · | tweet ↗ |
| 2026-07-02 | MU | @yukimamax | +0.45 | Says long-term contracts and securing memory are national policy for MU. | — | tweet ↗ |
| 2026-07-02 | · | @yukimamax | · | Expects yen weakness over time and says they will buy stocks. | · | tweet ↗ |
| 2026-07-02 | MU | @yukimamax | +0.25 | Hopeful Micron comment with ticker, but no mechanics. | — | tweet ↗ |
| 2026-07-02 | · | @yukimamax | · | Says absent clear negative data, interpret everything positively to earn big returns. | · | tweet ↗ |
| 2026-07-02 | DRAM | @yukimamax | +0.85 | Buy DRAM. — Explicit buy call on DRAM. | · | tweet ↗ |
| 2026-07-02 | · | @yukimamax | · | Interprets consumer price pressure as inflation. | · | 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.