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@teddy_okuyama Avatar @teddy_okuyama Teddy Okuyama

Teddy Okuyama posts on X about ai, $5803t, stocks, $orr the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

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Social Influence

Social category influence finance countries fashion brands stocks technology brands

Social topic influence ai, $5803t #28, stocks, $orr, asics, $7936t, japan, $5201t, $4004t, $7741t

Top accounts mentioned or mentioned by @grok @mbrooks87621 @mikefritzell @altaycapital @btcr3volution @nikkei @willschoebs @aryarya @basteph @handsomeman2013 @taobanker @citizenpaul4 @vanckzhu @highyieldharry @japangurux @zerohedge @jukanlosreve @mufasacapital @heiseisinatra @himichaelhe

Top Social Posts

Top posts by engagements in the last XX hours

"I learn so much from people here. What are your favorite Japanese stocks rn Appreciate ticker in comments"
X Link 2025-11-05T04:21Z 1152 followers, 4639 engagements

"What it feels like this morning seeing Fujikura 5803.T stock fall"
X Link 2025-11-21T00:13Z 1152 followers, XXX engagements

"@lee_leeks Probably just buy currency-hedged ETFs like $ORR. I've met Orr in person high-quality JP names in his ETF"
X Link 2025-11-29T02:49Z 1152 followers, XXX engagements

"Toppan 7911.T seen by most as a printing company builds "FC-BGA substrates" (the ABF-based 'plug' that connects ASICs to motherboards) w/ gen AI demand projected to grow XX% 5yr CAGR and 'IOWN' optical board connectors 125%. Global comps are Kinsus Nan Ya Unimicron"
X Link 2025-10-26T10:11Z 1152 followers, 1830 engagements

"From what I understand CCLs need to be low Dk/Df for AI servers and require reinforcement with build-up films. Insulating layers are multi-layered and T-glass CCLs can boost yield for HBM. There are also other related verticals like CMP pads (Fujibo) or slurries (Fujimi)"
X Link 2025-11-05T09:06Z 1152 followers, 6079 engagements

"I'm not an expert so it's hard to follow but this entire AI capex supply chain in Japan if mastered are going to pay off well in the next 2-3 years. Shin-Etsu AGC Nippon Pillar Valqua Resonac HOYA are all relevant names"
X Link 2025-11-05T09:06Z 1152 followers, 1111 engagements

"Fujikura 5803 Q2 results make me wonder about cash flow visibility as Sakura buildout proceeds alongside receivables and inventory-driven lock-up of cash. C&D declined from 128bn end-Mar to 91.4bn end-1H. If hyper-scaler plans get delayed you get a cash crunch"
X Link 2025-11-07T05:34Z 1152 followers, XXX engagements

"Bought some Raksul 4384 this morning. XX% 8yr EBITDA CAGR. Track record of XX M&A at average of 4x EBITDA over last X years. EBITDA margin rose from XXXX% in FY21 to XX% in FY25 while GP still grew 30-40%. Importantly I like this expanding NRR chart"
X Link 2025-11-19T01:23Z 1152 followers, 3733 engagements

"Yesterday we saw a stream of shareholder-friendly moves from jpn mega-insurers: SOMPO 8630 XX% profit upgrade + 770bn buyback (2.64% of shares) MS&AD 8725 X% profit upgrade + 1.35tn buyback (5% of shares) + 115bn cancellation Tokio Marine 8766 1.3tn buyback (4.2% of shares)"
X Link 2025-11-19T23:34Z 1152 followers, XXX engagements

"Flect 4414 (6x fwd EV/EBIT XX% ROIC) originally a Salesforce cloud integrator now seeing uplift in enterprise logos on 'AI integration' demand. Specifically you connect Mulesoft (collect data across systems) + Data Cloud (make data usable with AI) + Agentforce (AI agents)"
X Link 2025-11-29T00:29Z 1152 followers, XXX engagements

"Rorze 6323 (11x fwd EV/EBIT XXXX% ROIC) - key supplier of packaging/wafer handling systems for TSMC and AMAT. Below images are Rorze's tape frame sorter and PLP EFEM critical to mid-process (TSV interposer) packaging flows. Discounted on China exposure. Capital light+buybacks"
X Link 2025-11-29T00:29Z 1152 followers, XXX engagements

"Azbil $6845.T (744bn yen mcap 22x fwd PE) is the Johnson Control International of but with a deep domestic installed base. Azbil manages 20000 buildings of which XX% are connected to high-margin 'remote maintenance' which enhances LTV and raises profit per employee. Key is how much of the remaining XX% of installed base can be penetrated with remote maintenance and how replicable this installed base + recurring service overlay business model is overseas"
X Link 2025-12-07T02:04Z 1152 followers, 1549 engagements

"Above screenshot from 'Busienss Strategy Meeting Q&A' held on September XX 2025. Link:"
X Link 2025-12-07T02:06Z 1151 followers, XXX engagements

"Visional 4194 (BizReach) and Gakujo 2301 (ReShukatsu) growth profiles are almost identical (25% ebit margins XX% 5yr topline CAGR) but Gakujo is trading for 5.5x fwd EV/EBIT vs. Visional's 10x and is 1/18 in mcap. Meanwhile latest earnings call mgmt says "Our mid-career recruitment platform's conversion rate is about XX% versus XX% on other platforms". I.e. it's a platform with superior performance but trading at 1/2 the valuation just because it's small and less known"
X Link 2025-12-13T03:41Z 1152 followers, 14.4K engagements

"The debate is around whether taking Nohmi private is beneficial to Secom shareholders but there's still value with Secom at 13x ev/ebit vs. Nohmi's 11x with Nohmi having industrials exposure vs. Secom's households. The growth trajectory of industrials exposure is far brighter than households in the next XX years"
X Link 2025-12-15T01:19Z 1152 followers, XX engagements