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@teddy_okuyama Avatar @teddy_okuyama Teddy Okuyama

Teddy Okuyama posts on X about japan, market cap, debt, $panw the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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Followers: XXX #

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Social category influence finance countries stocks technology brands social networks travel destinations fashion brands

Social topic influence japan, market cap, debt #1472, $panw, $4704t, $16bn, 6 months, surge, goto, macro

Top assets mentioned Palo Alto Networks Inc (PANW) Jefferies Financial Group Inc. (JEF)

Top Social Posts #

Top posts by engagements in the last XX hours

"Japanese mid cap AI-cybersecurity stock akin to Palo Alto ($PANW) trading at 35x fwd PE vs. PANW's 55x: Trend Micro (4704). $1.6bn recurring revs XX% operating margin net cash XX % of market cap"
X Link @teddy_okuyama 2025-10-07T00:08Z XXX followers, XXX engagements

"I love Musha Research - he's my go-to macro in Japan. He says Takaichi's ascent is inevitable (opposition parties are fragmented). Takaichi's economic policy will be a continuation of Abenomics. Remember the initial phase of Abenomics saw Nikkei surge XX% in X months. Link 👇"
X Link @teddy_okuyama 2025-10-13T14:16Z XXX followers, 4215 engagements

"@WingsORC I will be uploading YouTube shorts on cheap names starting Tuesday the day the selloff starts. For starters check Temairazu 2477. Good entry into 'dirt cheap quality'"
X Link @teddy_okuyama 2025-10-11T21:41Z XXX followers, XXX engagements

"@yuzz__ @grok what's causing this rotation into Japan's game sector whose report which broker"
X Link @teddy_okuyama 2025-10-01T12:51Z XXX followers, XXX engagements

"@MikeFritzell same with NGTG (319A) JP small caps have crazy run-up power"
X Link @teddy_okuyama 2025-10-09T08:19Z XXX followers, XXX engagements

"Also Norinchukin's overseas investments (amid low-rates at home) has historically subsidized 'low-margin agriculture loans' in Japan. This is effectively signalling a future 'rate hike' for Japanese farmers - i.e. higher domestic food prices"
X Link @teddy_okuyama 2025-10-10T23:28Z XXX followers, XXX engagements

"@AltayCapital I'm just seeing the business conditions and consumer strength around me and the fact Japan is terribly in debt and has no way of growing without even greater fiscal outlays. macro view is usually just a derivative of what you see firsthand in your daily life on the ground"
X Link @teddy_okuyama 2025-10-15T03:37Z XXX followers, XXX engagements

"Meme stock being traded more than Fast Retailing.such is the state of the Japanese market 🧟🧟♀🧟♂"
X Link @teddy_okuyama 2025-09-29T02:33Z XXX followers, 2265 engagements

"Japan has 8500 hospitals XX% of which are private others are public or non-profit. XX% of these are running losses XX% continual losses. DX subsidies are in place (tailwind for 3733 4320) but they're not enough. Under Takaichi I expect an inflection in reimbursement rates"
X Link @teddy_okuyama 2025-10-15T00:57Z XXX followers, 2316 engagements

"End/ Chugai Ro trades at 11x fwd PE 1.2x TBV with XXX% dividend yield. Market cap is 34.2bn (c.a. $230mn) with about $1.5mn traded/day. Mostly passive investors with no activists/Hikari Tsushin involved yet. EAF-related green transition play:"
X Link @teddy_okuyama 2025-09-28T03:20Z XXX followers, XXX engagements

"3/ Capital allocation - The entire reason I'm posting this is because this demand cycle is coming just as the capex cycle is winding down. - What I mean is that cash flows are going to improve significantly going forward. - Mgmt also committed to reducing cross-shares 20%"
X Link @teddy_okuyama 2025-09-28T03:20Z XXX followers, XXX engagements

"Ichiyoshis Ishibashi-san (who also nailed Lintec & AIMECHATEC) is out with a new chemicals report. Spotlight on Shikoku Kasei and others like MEC with surface treatment tech in focus. Critical as signal loss between substrate-copper foil emerges as a bottleneck in AI servers"
X Link @teddy_okuyama 2025-10-01T01:08Z XXX followers, XXX engagements

"Premium men's cosmetics are booming in Japan. Similar trends seen in US (Dr. Squatch (acquired @ $1bn+) Harry's ($300mn funding). In Japan you get first dibs in the public market: LIPPS 373A (c.a. $65mn mcap; 14.8x fwd PE XX% rev growth guide @ XX% ebit margins) IPO June 2025"
X Link @teddy_okuyama 2025-09-22T20:12Z XXX followers, 9270 engagements

"@nikkei @grok didn't something similar happen in the US when regional bank balance sheets suddenly deteriorated with rising rates Remind me what happened"
X Link @teddy_okuyama 2025-10-08T03:24Z XXX followers, 1858 engagements

"@grok @zerohedge @grok then professional stock-pickers would look where in say 2035"
X Link @teddy_okuyama 2025-09-26T05:41Z XXX followers, XX engagements

"Tokyo Metro (9023): steady ops / XX% EBIT monopoly on Tokyo rail (9 lines). REIT recycling adds FCF leverage. Near-term cost drag but automation tailwind. XX% payout solid floor. Why are shares collapsing My guess is MoF/TMG offering underway. Plan is eventual privatization"
X Link @teddy_okuyama 2025-10-09T16:45Z XXX followers, XXX engagements

"I've long advocated taking the whole sector private (e.g. by Carlyle) along the lines of tender for TRYT in June. Just consolidate the sector create an oligopoly"
X Link @teddy_okuyama 2025-10-05T11:25Z XXX followers, XXX engagements

"Norinchukin is the 'central bank' of Japan's agricultural cooperatives (JA Group). They collect deposits from farmers & fishers and manages their money. Imagine your custodian losing $12bn in writedowns last year and then $1.75bn in First Brands this year"
X Link @teddy_okuyama 2025-10-10T23:28Z XXX followers, XXX engagements

"What's circling this morning is Ajinomot build-up film (ABF) booming in demand as OpenAI ramps ASICs investment with Broadcom. But more important Toppan (7911) is the one turning ABFs into FC-BGA substrates which connect Broadcom's ASIC die with motherboards. Follow Paulo 👇"
X Link @teddy_okuyama 2025-10-13T22:46Z XXX followers, 1310 engagements

"Industrial electrification (e.g. electric-arc furnace (EAF)) demand is exploding. Chugai Ro (1964 JP) Japan's furnace leader saw orders jump XX% YoY in Q1 FY03/26 fueled by green-steel capex like JFE's 300bn+ Kurashiki EAF and Nippon Steels conversions (both subsidy-backed)"
X Link @teddy_okuyama 2025-09-28T03:20Z XXX followers, 3356 engagements

"@noatake1127 @grok look up Japanese publicly listed solid state battery companies. Also why are solid state battery stocks surging in the US"
X Link @teddy_okuyama 2025-10-04T02:02Z XXX followers, 1954 engagements

"@japan_guru_x Maybe if you turn Shakyamuni into a Vtuber and sell merch it'll work"
X Link @teddy_okuyama 2025-10-07T03:40Z XXX followers, XXX engagements