Ticker brief
SFTBY SOFTBANK GROUP CORP-UNSP ADR
Communications · Telecommunications
last close
$13.42
1 day
-0.3%
14 days
-25.6%
mkt cap
·
signals 14d
20
authors 14d
18
crowd 14d
-0.4σ
Sentiment — last 14 days
daily mean sentiment, 2026-10-04 → 2026-10-16 · now -0.10 (−1 bearish … +1 bullish)
Who spoke18
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @USAnt_IDEA | C | -0.64 | 2 | -0.25 |
| @FT | A | -0.24 | 2 | -0.10 |
| @rcwhalen | A | +0.47 | 1 | -0.40 |
| @ipo_majime | B | -0.26 | 1 | -0.25 |
| @goodalexander | A | +0.45 | 1 | +0.50 |
| @HammerstoneMar3 | C | +0.30 | 1 | -0.15 |
| @Simoncuocuo | C | -0.97 | 1 | -0.60 |
| @zerohedge | C | -2.79 | 1 | -0.09 |
| @wallstengine | B | -1.14 | 1 | +0.15 |
| @StockMKTNewz | C | -0.83 | 1 | +0.15 |
| @WallStDiaries | C | +0.67 | 1 | +0.35 |
| @BullTheoryio | C | -0.63 | 1 | +0.30 |
| @ye4yn | B | -0.66 | 1 | +0.30 |
| @DarioCpx | A | +0.06 | 1 | -0.60 |
| @NeelMacro | C | -3.17 | 1 | -0.75 |
| @TradersCom | B | +0.39 | 1 | -0.50 |
| @akishore | C | -1.30 | 1 | -0.35 |
| @faststocknewss | C | +1.70 | 1 | -0.10 |
Recent signals20of 20 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-10-16 | @faststocknewss | -0.10 | SoftBank is considering buying Allied at an equity value up to $18B. | -9.3% | tweet ↗ |
| 2026-10-15 | @akishore | -0.35 | Views roughly 1,100-bps CDS pricing as evidence of refinancing risk and possible AI-sector leverage stress. | -17.8% | tweet ↗ |
| 2026-10-15 | @TradersCom | -0.50 | Reports sharply widened CDS, distressed CRWV bond prices and yields above 16%. | -17.8% | tweet ↗ |
| 2026-10-15 | @NeelMacro | -0.75 | Explains how widening AI-linked credit spreads could constrain infrastructure investment. | -17.8% | tweet ↗ |
| 2026-10-12 | @DarioCpx | -0.60 | Sarcastically frames SoftBank's proposed $100B AI fundraising as a bailout. | -23.4% | tweet ↗ |
| 2026-10-10 | @ye4yn | +0.30 | Compares OpenAI and Anthropic shareholder structures and highlights SoftBank's unexpectedly large role. | -25.6% | tweet ↗ |
| 2026-10-10 | @BullTheoryio | +0.30 | SoftBank reportedly seeks up to $100 billion for AI investment after investing heavily in OpenAI. | -25.6% | tweet ↗ |
| 2026-10-09 | @WallStDiaries | +0.35 | Reports SoftBank seeking up to $100B from Gulf investors for a new AI investment fund. | -25.6% | tweet ↗ |
| 2026-10-09 | @StockMKTNewz | +0.15 | FT reports SoftBank seeks up to $100B for new AI investments. | -25.6% | tweet ↗ |
| 2026-10-09 | @wallstengine | +0.15 | FT reports SoftBank seeks up to $100 billion from Gulf investors for a new AI acquisition fund. | -25.6% | tweet ↗ |
| 2026-10-09 | @USAnt_IDEA | -0.15 | SoftBank reportedly seeks up to $100B for an AI acquisition fund while carrying high-cost financing. | -25.6% | tweet ↗ |
| 2026-10-08 | @FT | -0.10 | Reports Masayoshi Son discussing another possible UAE fundraising for AI investments. | -24.7% | tweet ↗ |
| 2026-10-08 | @zerohedge | -0.09 | FT reports SoftBank seeks to raise up to $100 billion from Gulf investors. | -24.7% | tweet ↗ |
| 2026-10-08 | @FT | -0.10 | SoftBank reportedly seeks $100 billion from Gulf investors for additional AI spending. | -24.7% | tweet ↗ |
| 2026-10-06 | @Simoncuocuo | -0.60 | WSJ reports OpenAI missing user and revenue goals, raising compute-funding concerns and pressuring AI-linked stocks. | -31.6% | tweet ↗ |
| 2026-10-05 | @HammerstoneMar3 | -0.15 | Cites a data-center executive calling the valuation top and warning half of new leases may never be built. | -33.9% | tweet ↗ |
| 2026-10-04 | @goodalexander | +0.50 | Long-form AI regime thesis favors compute beneficiaries while bearish on software and consulting. | -34.8% | tweet ↗ |
| 2026-10-04 | @USAnt_IDEA | -0.35 | SoftBank reportedly issues $11B of high-yield debt to finance an OpenAI investment. | -34.8% | tweet ↗ |
| 2026-10-04 | @ipo_majime | -0.25 | Mockingly characterizes buyers focused solely on SoftBank Group retail bonds as unusually bold. | -34.8% | tweet ↗ |
| 2026-10-04 | @rcwhalen | -0.40 | Highlights an FT thesis that SoftBank's balance sheet cannot support Masayoshi Son's AI ambitions. | -34.8% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.