# ![@anonymous3nibrv Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1959362674896302080.png) @anonymous3nibrv anon

anon posts on X about japan, ai, stocks, market the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1959362674896302080/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959362674896302080/c:line/m:interactions.svg)

- [--] Week [------] +213%
- [--] Month [-------] +63%

### Mentions: [--] [#](/creator/twitter::1959362674896302080/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959362674896302080/c:line/m:posts_active.svg)

- [--] Week [--] -21%
- [--] Month [--] +113%

### Followers: [-----] [#](/creator/twitter::1959362674896302080/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959362674896302080/c:line/m:followers.svg)

- [--] Week [-----] +27%
- [--] Month [-----] +30%

### CreatorRank: [-------] [#](/creator/twitter::1959362674896302080/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1959362674896302080/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.91% [countries](/list/countries)  20.56% [technology brands](/list/technology-brands)  9.35% [automotive brands](/list/automotive-brands)  5.61% [stocks](/list/stocks)  4.67% [currencies](/list/currencies)  2.8% [fashion brands](/list/fashion-brands)  0.93% [gaming](/list/gaming)  0.93% [social networks](/list/social-networks)  0.93% [travel destinations](/list/travel-destinations)  0.93%

**Social topic influence**
[japan](/topic/japan) #4179, [ai](/topic/ai) 18.69%, [stocks](/topic/stocks) #3671, [market](/topic/market) 7.48%, [market cap](/topic/market-cap) 7.48%, [in the](/topic/in-the) 3.74%, [growth](/topic/growth) 3.74%, [strong](/topic/strong) 3.74%, [$9435t](/topic/$9435t) #4, [this is](/topic/this-is) 2.8%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@zephyrz9](/creator/undefined) [@japandeepvalue1](/creator/undefined) [@hamsarris6](/creator/undefined) [@dividendology](/creator/undefined) [@mikefritzell](/creator/undefined) [@scottmerkin](/creator/undefined) [@ekwufinance](/creator/undefined) [@unusualwhales](/creator/undefined) [@taobanker](/creator/undefined) [@vanckzhu](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@leevalueroach](/creator/undefined) [@zerohedge](/creator/undefined) [@noatake1127](/creator/undefined) [@aryarya](/creator/undefined) [@pkrtor](/creator/undefined) [@luigi1549898](/creator/undefined) [@mightymogomra](/creator/undefined) [@chrisw09010901](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@dividendology @grok what would be the Japanese equivalents of each of the software companies listed in the image E.g. OKTA equivalent would be Hennge. Give it to me in a list"  
[X Link](https://x.com/anonymous3nibrv/status/2021381756117762194)  2026-02-11T00:32Z [----] followers, [----] engagements


"Elecom took Nippon Antenna a net-net private effectively ripping off shareholders and then booked a [---] billion yen negative goodwill and announced a 73% EPS guidance upgrade. Fucked up world this is in Japan"  
[X Link](https://x.com/anonymous3nibrv/status/2023249708735779029)  2026-02-16T04:14Z [----] followers, [----] engagements


"RT @zephyr_z9: "Synthetic Diamonds for Semis (heat sink for AI chips)" Not ready for Primetime yet"  
[X Link](https://x.com/anonymous3nibrv/status/2023280913296376113)  2026-02-16T06:18Z [----] followers, [--] engagements


"Industrial electrification (e.g. electric-arc furnace (EAF)) demand is exploding. Chugai Ro (1964 JP) Japan's furnace leader saw orders jump 44% 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](https://x.com/anonymous3nibrv/status/1972139241217184061)  2025-09-28T03:20Z [----] followers, [----] engagements


"Ceo of waste mgmt co in Japan said in an interview that rollup oppties are rising due to ESG investors exiting. Always keep an eye on what others are exiting as there will be oppties on the other side"  
[X Link](https://x.com/anonymous3nibrv/status/1974526054326046995)  2025-10-04T17:24Z [----] followers, [---] engagements


"@MikeFritzell same with NGTG (319A) JP small caps have crazy run-up power"  
[X Link](https://x.com/anonymous3nibrv/status/1976200887954702684)  2025-10-09T08:19Z [----] followers, [---] 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 33% 5yr CAGR and 'IOWN' optical board connectors 125%. Global comps are Kinsus Nan Ya Unimicron"  
[X Link](https://x.com/anonymous3nibrv/status/1982389624602497120)  2025-10-26T10:11Z [----] followers, [----] 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](https://x.com/anonymous3nibrv/status/1985997189353738311)  2025-11-05T09:06Z [----] followers, [----] engagements


"Japanese retail investors have low-IQ about EV/EBIT versus growing operating leverage. Myself included we focus too much on low-intrinsic PB (assets booked at cost) versus ROE (corp gov) improvement. Yet the real compounders will continue to re-invest and expand margins"  
[X Link](https://x.com/anonymous3nibrv/status/1988019887047135528)  2025-11-10T23:04Z [----] followers, [----] 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 [-----] buildings of which 20% are connected to high-margin 'remote maintenance' which enhances LTV and raises profit per employee. Key is how much of the remaining 80% of installed base can be penetrated with remote maintenance and how replicable this installed base + recurring service overlay business model is overseas. https://twitter.com/i/web/status/1997487461367419000 https://twitter.com/i/web/status/1997487461367419000"  
[X Link](https://x.com/anonymous3nibrv/status/1997487461367419000)  2025-12-07T02:04Z [--] followers, [----] engagements


"MoneyForward 3994.T trading for 6.4x ARR. Mid-sized market penetration is inflecting ARPA higher while churn remains low. CAC in Japan is structurally lower than overseas because tax office holds sway over decisions. If accounting offices uses MF corporates will too"  
[X Link](https://x.com/anonymous3nibrv/status/2001434015795138784)  2025-12-17T23:27Z [----] followers, [----] engagements


"Rorze Q3 shows uptick in Taiwan weighting (= concentration risk) and tougher comp in China while margin drag was already anticipated from nanoverse acquisition. More important is the rise in aftermarket sales (a function of shorter replacement cycles in advanced packaging)"  
[X Link](https://x.com/anonymous3nibrv/status/2009525300116475957)  2026-01-09T07:19Z [----] followers, [---] engagements


"CyberAgent [----] has an interesting public equity portfolio. They have quasi-subsidiaries like [----] [----] and [----] with lower ROIC than their own (17.5%). With TSE pushing for reform in parent-subsidiary listings [----] (8% ROIC) and [----] (5%) should be sold or consolidated"  
[X Link](https://x.com/anonymous3nibrv/status/2014122088987275580)  2026-01-21T23:45Z [----] followers, [---] engagements


"What are your favorite JP falling knives e.g. Nintendo Sanrio SHIFT Cybozu Nitori"  
[X Link](https://x.com/anonymous3nibrv/status/2015915258985193923)  2026-01-26T22:30Z [----] followers, [---] engagements


"Kawai Musical Instruments $7952.T trading for 0.54x TBV with about 1/3 of market cap in net cash guides for 10% ROE in FY3/31 with last FY marking the bottom. Presentation explicitly states "excess cash to growth and returns" - a commitment to using surplus cash"  
[X Link](https://x.com/anonymous3nibrv/status/2018058418326831526)  2026-02-01T20:26Z [----] followers, [----] engagements


"$5332.T 🤣 White Sox are adding bidets in their clubhouse as requested by Japanese slugger Munetaka Murakami "One thing he did notice is we didnt have a bidet in our locker room. Thats new to him. It was like Ok thats new. We can do that. -GM Chris Getz (via @scottmerkin) https://t.co/tHYEGAwnFz White Sox are adding bidets in their clubhouse as requested by Japanese slugger Munetaka Murakami "One thing he did notice is we didnt have a bidet in our locker room. Thats new to him. It was like Ok thats new. We can do that. -GM Chris Getz (via @scottmerkin) https://t.co/tHYEGAwnFz"  
[X Link](https://x.com/anonymous3nibrv/status/2018508632309260526)  2026-02-03T02:15Z [----] followers, [---] engagements


"Dug into Toei Anime $4816.T (17x ev/ebit 30% ebit margins global IP like One Piece & Dragon Ball) as stock fell 30% from LY. At first site the new Mid-Term Plan targeting 2000bn sales in FY31 (vs. 880bn FY26 guide) looks like a strong BUY esp. with Licensing margins 50%"  
[X Link](https://x.com/anonymous3nibrv/status/2018802257446477944)  2026-02-03T21:42Z [----] followers, [---] engagements


"Tough YoY comps (dropout of Slam Dunk boost) explain the growth slowdown - so no issue there. In fact licensing profits rose despite sales down showing global IP is an absolute ROIC machine. Problem is investment o 1.5x capacity by FY31. Industry-wide ANIMATOR SHOTAGE is real"  
[X Link](https://x.com/anonymous3nibrv/status/2018802259912790354)  2026-02-03T21:42Z [----] followers, [---] engagements


"TOEI has 88bn yen in net cash with 2trn budgeted for the mid-term plan: - 700bn IP/content - 500bn studio - 240bn overseas - 190bn logistics parks - 200bn M&A Question as always is EXECUTION RISK. Will capacity expansion really result in the next ONE PIECE OR DB"  
[X Link](https://x.com/anonymous3nibrv/status/2018802261926031748)  2026-02-03T21:42Z [----] followers, [---] engagements


"In fact the slide I screenshotted at the top shows IP targets are [--] overseas [--] domestic. That's not a PF aimed at home runs. They're looking for multiple single-base hits. TOEI is basically underwriting single-base hits with cash generated from its homerun IP"  
[X Link](https://x.com/anonymous3nibrv/status/2018802264102855008)  2026-02-03T21:42Z [----] followers, [---] engagements


"Software crashing across the board [----] Rakus -12%: 17x ev/ebit 27% ebit margins 30/80% 5yr CAGR top/bottom [----] Obic BC -11%: 13x ev/ebit 46% ebit margins 10/10% [----] Cybozu -6%: 10x ev/ebit 27% ebit margins 19/84% [----] Techmatrix -5% 7x ev/ebit 10% ebit margins 19/20%"  
[X Link](https://x.com/anonymous3nibrv/status/2018848564185813409)  2026-02-04T00:46Z [----] followers, [---] engagements


"seems like [----] will be the year of fiber optics companies led by Fujikura"  
[X Link](https://x.com/anonymous3nibrv/status/2018964657667813726)  2026-02-04T08:27Z [----] followers, [---] engagements


"Cyclicals like Kubota Komatsu Makita and Hitachi Machinery all rising in tandem. There are so many smaller names much cheaper like Nissei ASB or Yamashin Filter that are indirect beneficiaries of construction cycles"  
[X Link](https://x.com/anonymous3nibrv/status/2019072326554595588)  2026-02-04T15:35Z [----] followers, [---] engagements


"Like stated yesterday Kubota Makita Komatsu Hitachi Machinery Misumi etc. all reacting to this news and overlooked small caps are still dirt cheap. Yusaku Kono at Ichiyoshi has good coverage of these stocks. Is the US manufacturing downturn bottoming out ISM Manufacturing PMI jumped +4.7 points in January to [----] its highest since August [----]. This marks the first monthly expansion in [--] months. New orders surged +9.7 points to [----] the highest since February [----] suggesting https://t.co/gNXgvL3WZZ Is the US manufacturing downturn bottoming out ISM Manufacturing PMI jumped +4.7 points in"  
[X Link](https://x.com/anonymous3nibrv/status/2019230186148098209)  2026-02-05T02:02Z [----] followers, [---] engagements


"Honyaku Center $2483.T 6.3bn yen market cap 5bn yen net cash 8% FCF yield and rising even since [----] when with the advent of DeepL we started hearing about AI destroying the translation industry. But with AI plugins and live translation earbuds ROE should eventually go to 0"  
[X Link](https://x.com/anonymous3nibrv/status/2019523452030578974)  2026-02-05T21:28Z [----] followers, [---] engagements


"SONY $6758.T - the most mis-priced Japanese large cap trading at 13x ev/ebit while painting record OP and authorizing additional buybacks in Q3. Profit growth driven by higher-quality IP semi concerns overblown. Near-term non-cash optics on Sony FG spin-off caused sell-off"  
[X Link](https://x.com/anonymous3nibrv/status/2019886275839627564)  2026-02-06T21:29Z [----] followers, [----] engagements


"Bookmark this link if you like deep value. Ranking of JP cos by liquid assets / market cap. Link: I wrote about Futaba ranked #4 here: https://x.com/nothingbutjp/status/2008724042669564399s=20 https://tdnet-search.appspot.com/analyze Futaba $6986.T up 9% today 👀 Total current assets: 58.3bn Total liabilities: 13.0bn NCAV: 45bn Market cap: 28bn Share price: [---] Book value: 1850/share 11/15: Brandes Investment reported increased holding [----] [----]. Possible activist https://t.co/5vnFlZzlpw https://x.com/nothingbutjp/status/2008724042669564399s=20 https://tdnet-search.appspot.com/analyze Futaba"  
[X Link](https://x.com/anonymous3nibrv/status/2019980243780714942)  2026-02-07T03:43Z [----] followers, [----] engagements


"Large caps: Ride last squeeze higher before rotating back to IP like Sanrio Sony and Toei"  
[X Link](https://x.com/anonymous3nibrv/status/2020655050469908506)  2026-02-09T00:24Z [----] followers, [---] engagements


"1/ Japan AI stats -H1 FY25 YoY growth: +603% -FY25 rev outlook: 2.8bn -Latest funding: Series B (July 2025) -Post-money valuation: 9.0bn -Geniee ownership: 5.88% current equity stake (accounting) 50% on a fully diluted basis via warrants/options"  
[X Link](https://x.com/anonymous3nibrv/status/2020970499531239637)  2026-02-09T21:18Z [----] followers, [---] engagements


"Cybozu rising nicely. Toyokumo is the small-cap counterpart that's even cheaper (12x ev/ebit 35% ebit margins 32%/40% 5yr cagr top/bottom). Usually the two move in lock-step. If Toyokomo lags then it's simply due to flows and will catch up"  
[X Link](https://x.com/anonymous3nibrv/status/2021015234702606792)  2026-02-10T00:15Z [----] followers, [---] engagements


"Daido Metal $7245.T - trades for 0.7x book priced like a cyclical auto auto supplier but market ignores earnings inflection (op lev emerging post-investments) in Marine & Energy segment (14% of sales 19% ebit margin) with recurring aftermarket demand from installed base"  
[X Link](https://x.com/anonymous3nibrv/status/2021374510050705651)  2026-02-11T00:03Z [----] followers, [----] engagements


"Great analysis on DeNA [----] (use translation function). DeNAPER15.5PBR1.17🤨 DeNA💁♂ DeNA975 https://t.co/wLBVeK4uqu DeNAPER15.5PBR1.17🤨 DeNA💁♂ DeNA975 https://t.co/wLBVeK4uqu"  
[X Link](https://x.com/anonymous3nibrv/status/2021493956014674008)  2026-02-11T07:58Z [----] followers, [---] engagements


"@ekwufinance @grok hard landing What is he talking about Update me"  
[X Link](https://x.com/anonymous3nibrv/status/2021542099322314775)  2026-02-11T11:09Z [----] followers, [--] engagements


"I need to go all-in on AI coding - and yet I'm procrastinating. I don't have programming knowledge. Everything looks intimidating. Yet I know intuitively that this is the only way to survive for a replaceable white collar like me. Start building or die"  
[X Link](https://x.com/anonymous3nibrv/status/2021673148459130909)  2026-02-11T19:50Z [----] followers, [---] engagements


"Incredible how $5922.T is still trading at 0.7x book. Builds electric transmission towers for grid infra. They also make 'underground cable tunnel support racks' for datacenteres. These are required to carry high-voltage power cables. Any infra like this below book is cheap"  
[X Link](https://x.com/anonymous3nibrv/status/2021737496305123769)  2026-02-12T00:05Z [----] followers, [----] engagements


"The "AI Fear" narrative is creating discounts across many sectors. Focus on valuation margins moat etc. Just the usual stuff. If as the post below says logistics names will be dumped (like software) then Japan has many trading below book with solid margins. ⚠US stock market is CRASHING on renewed AI FEARS: The "AI Scare Trade" is spreading from sector to sector crushing stocks across the board. It started with software then moved to private credit insurance brokers financials real estate services and today logistics stocks https://t.co/lpMlhOtQCa ⚠US stock market is CRASHING on renewed AI"  
[X Link](https://x.com/anonymous3nibrv/status/2022011050590437390)  2026-02-12T18:12Z [----] followers, [---] engagements


"Lots of room for leasebacks by asset-heavy JP companies. Need a fund structure (an SPC of sorts) where institutional investors (insurance etc.) buy the real estate from these operators. You'd be surprised that many JP companies actually have 20% ROE if you discount the RE"  
[X Link](https://x.com/anonymous3nibrv/status/2022067755420463557)  2026-02-12T21:58Z [----] followers, [---] engagements


"it also explains why ichiyoshi stock itself has more than 2xed over the last year. there's just no other broker with the same english coverage of potential baggers. and it's not retail pump and dump. it's based on fundamentals"  
[X Link](https://x.com/anonymous3nibrv/status/2022783565403164809)  2026-02-14T21:22Z [----] followers, [--] engagements


"and also only natural that Teddy Okuyama one of the best small caps translators in Japan works closely with Ichiyoshi. (though I am unrelated to Teddy). Teddy quit Mitsubishi as a translator because there was no edge there. It was just sales & marketing of stocks - no alpha"  
[X Link](https://x.com/anonymous3nibrv/status/2022784165197025589)  2026-02-14T21:25Z [----] followers, [--] engagements


"nittobo at current level reminds me of imura telling me: don't buy stocks after the moon is full. by that he means the narrative is already fully priced. no delta left. but as a first principle u invest in delta and sell when it's gone"  
[X Link](https://x.com/anonymous3nibrv/status/2023290272369746130)  2026-02-16T06:56Z [----] followers, [--] engagements


"I learn so much from people here. What are your favorite Japanese stocks rn Appreciate ticker in comments"  
[X Link](https://x.com/anonymous3nibrv/status/1985925527149105245)  2025-11-05T04:21Z [----] followers, [----] engagements


"I admire how Hikari Tsushin owns 5% or more in many dirt cheap stocks that trade less than $50k a day"  
[X Link](https://x.com/anonymous3nibrv/status/2009554304651387262)  2026-01-09T09:14Z [----] followers, [---] engagements


"@unusual_whales Toumei [----]. Hikari Tsushin would probably want to take this one private. Strong synergy. Already owns 32%. Valuation is dirt cheap for quality"  
[X Link](https://x.com/anonymous3nibrv/status/2010155499401163157)  2026-01-11T01:03Z [----] followers, [---] engagements


"Geniee 6562.T - 12.2bn mcap divesified portfolio of advertising marketing SaaS and PR. Stock down 40% from LY due to structural weakness in ads large churn in SaaS. Market has de-rated legacy businesses - eyes should now turn to its 50% stake in Japan AI growing 6x YoY"  
[X Link](https://x.com/anonymous3nibrv/status/2020970497111183778)  2026-02-09T21:18Z [----] followers, [---] engagements


"Memory is about 10% of server cost base. Now that memory prices up 2x cost base is 20%. Margins compress that much lower even before considering energy. Terrible unit economics. But entire market is screaming: ignore cash flows; forget ROIC; bet on infrastructure"  
[X Link](https://x.com/anonymous3nibrv/status/2022013177912078808)  2026-02-12T18:21Z [----] followers, [---] engagements


"Nippon Airtech [----] (0.9x PB 13x PE 4.3% ROIC): HVACs NIC Autotec [----] (1.3x PB 18.4x PE 4.7% ROIC) - automation & control systems. Taisei Oncho [----] (1.1x PB 17x PE 7.6% ROIC) - HVAC Koken [----] (0.7x PB 11.4x PE 4.8% ROIC) - Safety gears"  
[X Link](https://x.com/anonymous3nibrv/status/2022555330140606792)  2026-02-14T06:15Z [----] followers, [---] engagements


"RT @zephyr_z9: Chinese AI CAPEX (include SEA buildout as well) will surprise us"  
[X Link](https://x.com/anonymous3nibrv/status/2022799706284609542)  2026-02-14T22:26Z [----] followers, [--] engagements


"Yeah but Ichiyoshi January [--] [----] report: "AIMECHATEC: Initiating strong buy on anticipated long-term growth in semiconductor bonders and debonders". Ishibashi-san did a long report on both AIMECHATEC and Shikoku Kasei (CCL sector report) before becoming baggers. This tweet had [--] impressions and four likes. Ofc the stock is up 124% since then. This tweet had [--] impressions and four likes. Ofc the stock is up 124% since then"  
[X Link](https://x.com/anonymous3nibrv/status/2022781818622349710)  2026-02-14T21:15Z [----] followers, [----] engagements


"If you haven't read this stack article on MARUWA $5344.T an 'AI optical infrastructure' supplier with 60% share of heat dissipation substractes crucial to optical transceivers it's still not too late. Market expected to grow 60% CAGR over [--] yrs and Maruwa ebit margins are 36%"  
[X Link](https://x.com/anonymous3nibrv/status/2022823926804680753)  2026-02-15T00:03Z [----] followers, [----] engagements


"PIA [----] ticketing platform showing op lev inflection q3 ebit up 150% y/y vs. 24% rev. trades for 4x ev/ebit. ticketing platform alone gross margin 40% and likely ebit margin 20%+ diluted by event production. This sub-5x ev/ebit with 40%+ gpm 10% rev cagr is my sweet spot"  
[X Link](https://x.com/anonymous3nibrv/status/2022860278354924011)  2026-02-15T02:27Z [----] followers, [----] engagements


"The way to play this in japan: Ferrotec $6890.T - vacuum seals and quartz/silicon/ceramics parts co w/ China subsidiary "CCMC" worth 2x 6890's market cap. Ferrotec itself is still trading at 6.7x ebitda with 11% ebit margins. likely [----] winner https://x.com/Laabmooo/status/1981147313507881052s=20 Chinese AI CAPEX (include SEA buildout as well) will surprise us https://x.com/Laabmooo/status/1981147313507881052s=20 Chinese AI CAPEX (include SEA buildout as well) will surprise us"  
[X Link](https://x.com/anonymous3nibrv/status/2022863405304967283)  2026-02-15T02:39Z [----] followers, 12K engagements


"I've learned to pretty much ignore intraday moves in illiquid small caps. Japan has this 'closing auction' thing last [--] minutes where there is enough volume (for me at least) so there's no need to search for liquidity other than at the close"  
[X Link](https://x.com/anonymous3nibrv/status/2023204620601102798)  2026-02-16T01:15Z [----] followers, [---] engagements


"Spent some time brainstorming with ChatGPT what I want to build with Claude Code. Would be crazy if I can build this from scratch. (no programming knowledge). Dreaming big"  
[X Link](https://x.com/anonymous3nibrv/status/2023220603277508768)  2026-02-16T02:19Z [----] followers, [---] engagements


"Some accounts are consistently high-alpha like david orr or zephyr. you just consume it and keep rising higher with them. some like mine are very lumpy high volatility with some great winners and other dumpster stocks. Follow the track record. Trust the track record"  
[X Link](https://x.com/anonymous3nibrv/status/2021738972209447086)  2026-02-12T00:11Z [----] followers, 41K engagements


"Reading Tokyo Electron transcript. Notice two things: cryo etch ramps in CY27. I.e. 300L+ nodes running on conventional etch til then. Why so slow TEL says: Lack of Clean Room space Here are [--] clean room names in Japan: Ahresty Corp [----] (0.4x PB 6.6x PE) - Components"  
[X Link](https://x.com/anonymous3nibrv/status/2022555328316125254)  2026-02-14T06:15Z [----] followers, [----] engagements


"It's worth remembering this formula posted several years ago by someone I don't https://x.com/TeddyOkuyama/status/1768153518932963827s=20 Kiyohara's explanation of how small cap growth stocks 'climb the valuation ladder' in Japan. First there is no analyst coverage and the stock trades at 5x PE. Only retail and small HF buy. Then it gets coverage by Ichiyoshi and then SBI Okasan Daiwa and all the big brokers https://t.co/P0IwuqtOfl https://x.com/TeddyOkuyama/status/1768153518932963827s=20 Kiyohara's explanation of how small cap growth stocks 'climb the valuation ladder' in Japan. First there"  
[X Link](https://x.com/anonymous3nibrv/status/2022783020374393329)  2026-02-14T21:20Z [----] followers, [---] engagements


"Yakult announces 2.56% s/o buyback with 8.08% of issued share cancellation. Another cash hoarding company that realises: we don't need this much cash. [--] yrs ago i felt many corp gov changes were 'reactive' - recently i feel they are more 'proactive'"  
[X Link](https://x.com/anonymous3nibrv/status/2022817118509764986)  2026-02-14T23:35Z [----] followers, [----] engagements


""Maruwa is the thermal bottleneck supplier to opitcal AI scaling with CPO making the bottleneck tighter." Read here: https://globaltechresearch.substack.com/p/maruwa-5344-jp-a-hidden-data-center https://globaltechresearch.substack.com/p/maruwa-5344-jp-a-hidden-data-center"  
[X Link](https://x.com/anonymous3nibrv/status/2022823929287479726)  2026-02-15T00:03Z [----] followers, [----] engagements


"RT @zephyr_z9: Cuz both drug discovery and material discovery require finding the right molecule/compound (the labs are focusing on that) U"  
[X Link](https://x.com/anonymous3nibrv/status/2023280942639640582)  2026-02-16T06:19Z [----] followers, [--] engagements


"This is wilder than Metaplanet. Check out Jiban Net [----]. Imura is building a Japanese version of Berkshire. Or you can think of this as the budding of a new Hikari Tsushin. Imura's fund LY returned 60%+ net of fees. Kaihou31.2% [---] https://t.co/ozhUoV6g2R Kaihou31.2% [---] https://t.co/ozhUoV6g2R"  
[X Link](https://x.com/anonymous3nibrv/status/2021120677445763123)  2026-02-10T07:14Z [----] followers, [----] engagements


"Shin Nippon [----] (2.2x PB 16.3x PE 9% ROIC) - HVAC Sanki [----] (3.4x PB 16.5x PE 14%)- HVAC Techno Ryowa [----] (2.9x PB 17.8x PE 11%) - HVAC Takasago [----] (3.4x PB 20.4x PE 9%) - Air systems Asahi Kogyosha [----] (2.5x PB 14.2x PE 9.4%) - engineering Feel free to add ur own below"  
[X Link](https://x.com/anonymous3nibrv/status/2022555332191625269)  2026-02-14T06:15Z [----] followers, [---] engagements


"RT @taobanker: If you're using Claude Code / Codex you're already so far ahead of everyone else it's insane. Normies minds are being blown"  
[X Link](https://x.com/anonymous3nibrv/status/2023133377369673900)  2026-02-15T20:32Z [----] followers, [--] engagements


"Love how Tsubaki $6464 called [----] a 'pus-draining year for precision balls'. And they go on saying [----] recovery will be driven by "ceramic balls for aerospace""  
[X Link](https://x.com/anonymous3nibrv/status/2023297612024365199)  2026-02-16T07:25Z [----] followers, [---] engagements


"River Eletec $6666 $30mn picocap 1x tbv. This used to be a boring 'quartz oscillator' company but now they announced ultra-low jitter clocks for 1.6T optical transceivers. They say the market is going to be [--] million units by [----] capex right now for mass production from FY27"  
[X Link](https://x.com/anonymous3nibrv/status/2023303858924253403)  2026-02-16T07:50Z [----] followers, [----] engagements


"Takaichi's wreckless spending (JPY) / Trump's wreckless ambitions (USD) = JPY stronger"  
[X Link](https://x.com/nothingbutjp/status/2016225488256323684)  2026-01-27T19:03Z [----] followers, [---] engagements


"One underrated move by activists: send a pricing consultant to the portfolio company. Not a strategy consultant. Not a board member. a pricing consultant. Japanese companies again and again seek stability over optimization. This is incorrect in an inflationary world"  
[X Link](https://x.com/anonymous3nibrv/status/2016249700123607183)  2026-01-27T20:39Z [----] followers, [---] engagements


"This is what Insource looks like after yesterday's limit down move: 7.5x ev/ebitda 37% ROIC 4.1% DY 15.6%/20% top/bottom 5yr CAGR iwth 41% ebit margins. Market ignores valuation short-term cannot ignore it long-term. Why Because clearly this asset is better than JGBs"  
[X Link](https://x.com/nothingbutjp/status/2016292411878879344)  2026-01-27T23:29Z [----] followers, [---] engagements


"Japan will likely have more of these sinkholes going fwd. Why Most of Japan's current infra was built in the high growth period (1950-70). Fiscal capacity has kept budgets to mere 'patchwork' instead of replacement. And we have fewer engineers esp. in rural areas"  
[X Link](https://x.com/nothingbutjp/status/2016631521231458673)  2026-01-28T21:56Z [----] followers, [---] engagements


"@JapanDeepValue1 They're only looking at flows. I can prove this via multiple names. They are definitely not reading disclosures etc"  
[X Link](https://x.com/nothingbutjp/status/2016685709055447553)  2026-01-29T01:31Z [----] followers, [---] engagements


"@JapanDeepValue1 'Efficient market' ain't it"  
[X Link](https://x.com/nothingbutjp/status/2016690192883863740)  2026-01-29T01:49Z [----] followers, [--] engagements


"Growth X Partners 244A 3.8x ebitda 13.4% ROIC 14% ebit margins 14.5%/22.7% 5yr cagr top/bottom: I like the shift from Atlassian resale to AI consulting. Embedded AI contracts are sticker (86.6% multi-year ratio). Margins coming down on hiring ramp. Problem I have with SIs pivot"  
[X Link](https://x.com/nothingbutjp/status/2016835549567598646)  2026-01-29T11:27Z [----] followers, [---] engagements


"pivoting to 'AI integration as a service' is that it lacks operating leverage. It's constantly constrained by AI talent which are sparse. So you ramp hiring and margins come down utilization % goes up margins rise and you hire again. But 'AI Agents' are still discretionary"  
[X Link](https://x.com/nothingbutjp/status/2016835552079991041)  2026-01-29T11:27Z [----] followers, [---] engagements


"Question companies are facing is - yeah Gemini and ChatGPT are great but how do we integrate them into workflows. The companies addressing this are IT vendors (i.e. SIs) - yeah many of which trade 5x ev/ebitda with 10%+ margins. Japan's AI future rests on these cheap SIs"  
[X Link](https://x.com/nothingbutjp/status/2016835554470744176)  2026-01-29T11:27Z [----] followers, [---] engagements


"Palo Alto down 4.5% Usually tied to Techmatrix [----] Only diff is that [----] trades at 6x FY3/28 cons ebit. When sectors "flow" meets valuation "floor" is the theme in small caps japan"  
[X Link](https://x.com/nothingbutjp/status/2016976913827582278)  2026-01-29T20:49Z [----] followers, [---] engagements


"gumi [----] developing the 'polymarket of Japan'. if they succeed to launch that alone probably worth entire market cap (i.e. $100mm) in private market valuation"  
[X Link](https://x.com/nothingbutjp/status/2016983831090479470)  2026-01-29T21:16Z [----] followers, [---] engagements


"Prediction: Nissan takes Nissan Shatai [----] private in [----]. Activist Strategic Capital has been pushing for this - turned down by management. Yet TSE is ramping pressure on parent-subsidiary listings demanding disclosure for measures on protection of minority shareholders"  
[X Link](https://x.com/nothingbutjp/status/2017650843697508547)  2026-01-31T17:27Z [----] followers, [---] engagements


"98% of Nissan Shatai's sales are from Nissan effectively funcitoning as a business division within Nissan. Shatai trades for 0.8x book with [----] billion in net cash out of [-----] billion in market cap. Dividends and performance have gone nowhere for [--] years"  
[X Link](https://x.com/nothingbutjp/status/2017650845958177215)  2026-01-31T17:27Z [----] followers, [---] engagements


"Self-funded AI agent IPOs by [----] I want to own a fractional share of this AI agent making money for itself. JUST IN: Autonomous AI agents are now trading on Polymarket in an attempt to subsidize their token costs. Polymarket: $10 experimental account https://t.co/YovG6k3soI JUST IN: Autonomous AI agents are now trading on Polymarket in an attempt to subsidize their token costs. Polymarket: $10 experimental account https://t.co/YovG6k3soI"  
[X Link](https://x.com/nothingbutjp/status/2017659148155163131)  2026-01-31T18:00Z [----] followers, [---] engagements


"JP small caps = long-dated options on management behavior change downside: net cash + assets upside: sudden re-rating or take-private ETF exposure looks boring until event cadence emerges"  
[X Link](https://x.com/nothingbutjp/status/2017684284103127061)  2026-01-31T19:39Z [----] followers, [---] engagements


"Odawara $6149.T (0.7x tbv 1x ev/ebitda) is worth remembering. No. [--] market share in Japan for motor winding machines. Winding machine segment has 27% ebit margins (and albeit orders are lumpy) it includes aftermarket jigs consumable and spare parts which tend to be recurring"  
[X Link](https://x.com/nothingbutjp/status/2018413856050307118)  2026-02-02T19:58Z [----] followers, [----] engagements


"Outlook is highly dependent on EV capex but installed-base monetization (retrofits jigs consumables) suggest high-single digit top-line CAGR is possible. Winding machine is 70% of total sales 95% of profits. Blower business is barely profitable needs continued restructuring"  
[X Link](https://x.com/nothingbutjp/status/2018413858457813025)  2026-02-02T19:58Z [----] followers, [---] engagements


"Reminder that Stock Research Center remains the single-best resource for free IPO write-ups in Japan. Though valuations are still 'vc-ish' some are fun to watch like [---] Toyokoh with laser systems for removing rust (likely an iConstruction beneficiary). https://holistic-r.org/ https://holistic-r.org/"  
[X Link](https://x.com/nothingbutjp/status/2018431413268468034)  2026-02-02T21:08Z [----] followers, [---] engagements


"8 years ago I worked as a translator in the investment research department of Mitsubishi UFJ Morgan Stanley. There was this guy Geoff an SA who taught me not to use the word "surge" because it's solicitous always hedge what hasn't ocurred yet with "likely" and double check"  
[X Link](https://x.com/nothingbutjp/status/2018547439452766678)  2026-02-03T04:49Z [----] followers, [--] engagements


"what analysts say just in case they've misinterpreted text. He also corrected me whether fair valuations are based on forward estimates or trailing and whether consensus estimates are used or the house. He always kept 10-20 discount coupons in his wallet - that was his life"  
[X Link](https://x.com/nothingbutjp/status/2018547441533096102)  2026-02-03T04:49Z [----] followers, [--] engagements


"Accounting SaaS like MF or Freee or Yayoi just finally taking off with SaaS penetration % much lower than overseas - investors ask: why is it so low And investors now saying: isn't AI going to replace SaaS WTF. We haven't even SaaS'ed yet. ranks 67th out of [--] countries in digital agility" or the degree of benefit in sales profits & productivity from investments in "information & communications tech" The primary use of such investments is to reduce the costs of doing the same tasks theyre already doing. ranks 67th out of [--] countries in digital agility" or the degree of benefit in sales"  
[X Link](https://x.com/nothingbutjp/status/2018583850574807079)  2026-02-03T07:14Z [----] followers, [----] engagements


"Looking for 'EPS doublers in shrinking markets' in Japan small caps atm. any help appreciated"  
[X Link](https://x.com/nothingbutjp/status/2018816130979438786)  2026-02-03T22:37Z [----] followers, [---] engagements


"@vanckzhu Problem with AI plugins: 1/ Customer support: Who provides customer service when things go wrong 2/ Data migration: How do you migrate all the existing SaaS data to the plugin 3/ Authority + security: Who gets access to what"  
[X Link](https://x.com/nothingbutjp/status/2019215645242712552)  2026-02-05T01:04Z [----] followers, [---] engagements


""Integral owns 34% of [----] via unlisted Class A prefs a position with a notional market value that is roughly equal to the current market cap of Integral itself." - Didn't know Integral owns Toyo. Recent rally in Toyo has been truly impressive Would be a great time to sell. I have been talking about this Integral 5842.T quite a lot in comments. and now this latest exit in Mutoh 7999.T is really bringing my attention back to Integral a listed P/E firm that operates a unique hybrid model deploying both its own balance sheet capital and external I have been talking about this Integral 5842.T"  
[X Link](https://x.com/nothingbutjp/status/2019307792847499557)  2026-02-05T07:11Z [----] followers, [----] engagements


"@HayekAndKeynes @grok second-order effects of US momo blowing up"  
[X Link](https://x.com/nothingbutjp/status/2019310807218287047)  2026-02-05T07:23Z [----] followers, [---] engagements


"Honyaku Center was the first company to give me work as a translator. It also intro'd me to Memsource a SaaS platform in [----] which shaped my idea of where we were headed. I think its still strong in Patents and medical interpretation both hard to completely automate"  
[X Link](https://x.com/nothingbutjp/status/2019523453892850152)  2026-02-05T21:28Z [----] followers, [---] engagements


"Prediction: In [--] years companies like Taiho 6470.T (0.4x tbv) a Toyota group affiliate will be restructured and bought by Robot conglomerates. These precision bearings need to be repurposed. A complete transformation of Japan as auto parts nation"  
[X Link](https://x.com/nothingbutjp/status/2019532612579258553)  2026-02-05T22:04Z [----] followers, [---] engagements


""Trading is the only thing he knew" (Cis) - BNF would probably be buying the dips on crypto today then. Nice divergence from moving averages. This is the story of the greatest investor in Japanese history: https://t.co/iX9LoaQjtW This is the story of the greatest investor in Japanese history: https://t.co/iX9LoaQjtW"  
[X Link](https://x.com/nothingbutjp/status/2019557478355333214)  2026-02-05T23:43Z [----] followers, [---] engagements


"xAI rumored to be hiring expert crypto traders. Would be a great hire if they recruit BNF - no one probably better in Japan. Masayoshi Son rumored to have tried earlier but turned down. Elon might succeed"  
[X Link](https://x.com/nothingbutjp/status/2019557988730827051)  2026-02-05T23:45Z [----] followers, [---] engagements


"Why Because liquidity is too thin and most don't screen very well for professionals. Those like Genda Cover Timee Gatech Smaregi deserve a place. But that's because they'll eventually move up to Prime. Just lump them together with the Standard market"  
[X Link](https://x.com/anonymous3nibrv/status/2020097128903954919)  2026-02-07T11:27Z [----] followers, [---] engagements


"Growth market stocks with sub-par software or just a 'bitcoin treasury' narrative aren't investments - they're just speculation. Slash them ruthlessly. They're often just the result of VCs looking for exits and banks looking for fees"  
[X Link](https://x.com/anonymous3nibrv/status/2020097131437256969)  2026-02-07T11:27Z [----] followers, [---] engagements


"@leevalueroach @grok which stock is this average daily volume"  
[X Link](https://x.com/nothingbutjp/status/2020398060589994256)  2026-02-08T07:23Z [----] followers, [--] engagements


"@zerohedge @grok which Japanese stocks typically rise when copper prices rise I know it's correlated with electric wiring companies what else. name specifics"  
[X Link](https://x.com/anonymous3nibrv/status/1970969744867250589)  2025-09-24T21:53Z [----] followers, [--] 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](https://x.com/anonymous3nibrv/status/1972139250675249254)  2025-09-28T03:20Z [----] followers, [---] engagements


"End/ Chugai Ro trades at 11x fwd PE 1.2x TBV with 3.4% 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: https://chugai.co.jp/en/ https://chugai.co.jp/en/"  
[X Link](https://x.com/anonymous3nibrv/status/1972139252894126345)  2025-09-28T03:20Z [----] followers, [---] 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](https://x.com/anonymous3nibrv/status/1974293975290003484)  2025-10-04T02:02Z [----] followers, [----] engagements


"@aryarya @grok who are Mitsubishi Estate's competitors in the $1mn/unit condo sector in Indonesia"  
[X Link](https://x.com/anonymous3nibrv/status/1980221788610253194)  2025-10-20T10:37Z [----] followers, [---] engagements


"2/ Highest turnover velocity globally. Daily turnover: 2.32.7% of float (vs 1.01.2% S&P). Entire float flips every [--] days. Momentum builds faster than elsewhere"  
[X Link](https://x.com/anonymous3nibrv/status/1982793026989633720)  2025-10-27T12:54Z [----] followers, [--] engagements


"3/ Gamma per $1B notional: [----] bps (45x S&P). Fast Retailing (29% float 11% weight) = gamma bomb. When calls go ITM dealers chase +2% open becomes +8% close"  
[X Link](https://x.com/anonymous3nibrv/status/1982793029569147017)  2025-10-27T12:54Z [----] followers, [--] 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](https://x.com/anonymous3nibrv/status/1985997191484498234)  2025-11-05T09:06Z [----] followers, [----] engagements


"ULURU [----] is the type of company Hikari Tsushin would want to buy more. 78% recurring revs (as of Q1: 5.18bn ARR/+14% y/y vs. 12.2bn mcap). Linking govt tender data with AI and selling it as a SaaS package to customers (e.g. construction) who want the latest project data"  
[X Link](https://x.com/anonymous3nibrv/status/1988367973749584345)  2025-11-11T22:07Z [----] followers, [---] engagements


"Futaba operates in two legacy-heavy asset-rich segments: Electronic Equipment (EMS OLED) and Production (Mold Die Plates). Structural shifts are being made by exiting in-house OLED production monetizing RE consolidating factories and tilting PF to FA sensors and robotics"  
[X Link](https://x.com/anonymous3nibrv/status/2008724052056355051)  2026-01-07T02:15Z [----] followers, [---] engagements


"Cross-shares - They still own 3.55mn shares in Chiba Bank [----] (worth 6.72bn yen) and 1.07mn in MUFG [----] (worth 2.8bn yen). - These bank cross-shares are usually the first target for unwinds as they are legacy and non-operational"  
[X Link](https://x.com/anonymous3nibrv/status/2008724054606573850)  2026-01-07T02:15Z [----] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing