[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @teddy_okuyama Teddy Okuyama Teddy Okuyama posts on X about japan, debt, market cap, caps the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::1959362674896302080/interactions)  - X Week XXXXXX +55% - X Month XXXXXX +133,227% ### Mentions: XX [#](/creator/twitter::1959362674896302080/posts_active)  - X Week XX +2.30% - X Month XX +911% ### Followers: XXX [#](/creator/twitter::1959362674896302080/followers)  - X Week XXX +28% - X Month XXX +3,954% ### CreatorRank: XXXXXXX [#](/creator/twitter::1959362674896302080/influencer_rank)  ### Social Influence [#](/creator/twitter::1959362674896302080/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [japan](/topic/japan) 7.27%, [debt](/topic/debt) #2056, [market cap](/topic/market-cap) 3.64%, [caps](/topic/caps) 3.64%, [stocks](/topic/stocks) 3.64%, [way of](/topic/way-of) 1.82%, [firsthand](/topic/firsthand) 1.82%, [$1bn](/topic/$1bn) 1.82%, [$300mn](/topic/$300mn) 1.82%, [$65mn](/topic/$65mn) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@altaycapital](/creator/undefined) [@safecheapstocks](/creator/undefined) [@handsomeman2013](/creator/undefined) [@btcr3volution](/creator/undefined) [@gringabrazilien](/creator/undefined) [@zerohedge](/creator/undefined) [@mikefritzell](/creator/undefined) [@basteph](/creator/undefined) [@coinbureau](/creator/undefined) [@maakun1988](/creator/undefined) [@wingsorc](/creator/undefined) [@jukanlosreve](/creator/undefined) [@nikkei](/creator/undefined) [@aryarya](/creator/undefined) [@lizannsonders](/creator/undefined) [@ubs](/creator/undefined) [@japangurux](/creator/undefined) [@autismcapital](/creator/undefined) [@himichaelhe](/creator/undefined) **Top assets mentioned** [Palo Alto Networks Inc (PANW)](/topic/$panw) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) ### Top Social Posts [#](/creator/twitter::1959362674896302080/posts) --- Top posts by engagements in the last XX hours "@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](https://x.com/teddy_okuyama/status/1978304112060969211) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-15T03:37Z 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](https://x.com/teddy_okuyama/status/1970219713235165398) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-09-22T20:12Z XXX followers, 9276 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/teddy_okuyama/status/1972139250675249254) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-09-28T03:20Z XXX followers, XXX 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 $1.5mn traded/day. Mostly passive investors with no activists/Hikari Tsushin involved yet. EAF-related green transition play:" [X Link](https://x.com/teddy_okuyama/status/1972139252894126345) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-09-28T03:20Z XXX followers, XXX engagements "Meme stock being traded more than Fast Retailing.such is the state of the Japanese market 🧟🧟♀🧟♂" [X Link](https://x.com/teddy_okuyama/status/1972489977247539616) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-09-29T02:33Z XXX followers, 2270 engagements "Ichiyoshis Ishibashi-san (who also nailed Lintec & AIMECHATEC) is out with a new chemicals report. Spotlight on Shikoku Kasei and others like MEC with surface treatment tech in focus. Critical as signal loss between substrate-copper foil emerges as a bottleneck in AI servers" [X Link](https://x.com/teddy_okuyama/status/1973193315517698083) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-01T01:08Z XXX followers, XXX engagements "Japanese mid cap AI-cybersecurity stock akin to Palo Alto ($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](https://x.com/teddy_okuyama/status/1975352506491506731) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-07T00:08Z XXX followers, XXX engagements "@japan_guru_x Maybe if you turn Shakyamuni into a Vtuber and sell merch it'll work" [X Link](https://x.com/teddy_okuyama/status/1975405809225134137) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-07T03:40Z XXX followers, XXX engagements "Feels like short selling algos in JP small caps - they're just trained to short volatility. They fade with size and somehow market makers are collaborating because order books suddenly get thin and then it just fades until vol tapers and price reverts back" [X Link](https://x.com/teddy_okuyama/status/1976142957745996032) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-09T04:29Z XXX followers, XXX engagements "@MikeFritzell same with NGTG (319A) JP small caps have crazy run-up power" [X Link](https://x.com/teddy_okuyama/status/1976200887954702684) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-09T08:19Z XXX followers, XXX 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](https://x.com/teddy_okuyama/status/1976328204387504590) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-09T16:45Z XXX followers, XXX engagements "I think JP market is gearing toward large caps or if in SMIDs mainly semiconductor-related names e.g. Trichemical Lab Tazmo Towa-with decent volume. Illiquid sideways-moving names are likely to do what they always do: move sideways" [X Link](https://x.com/teddy_okuyama/status/1976422549010723295) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-09T23:00Z XXX followers, XXX engagements "@MikeFritzell Thanks in Japan's case we also have a demographic implosion. Also the rural people you meet first-hand they are not the types who benefit from digital banks" [X Link](https://x.com/teddy_okuyama/status/1978679966842696133) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-16T04:30Z XXX followers, XXX engagements "So recession proxies like Shimamura 8227 are supposed to rise right. Are we in a recession though" [X Link](https://x.com/teddy_okuyama/status/1979066329513546049) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T06:05Z 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](https://x.com/teddy_okuyama/status/1976791913912320306) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-10T23:28Z 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](https://x.com/teddy_okuyama/status/1976791916483428802) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-10T23:28Z XXX followers, XXX engagements "Do large-cap investors even look at valuation these days or is it just passive flows. The only large cap that passes my 10x EV/EBIT screen today are Otsuka 4578 and Suntory 2587. The rest (about XXX names) are SMIDs" [X Link](https://x.com/teddy_okuyama/status/1979330284257710331) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T23:34Z XXX followers, 6819 engagements "Every sell-off creates new opportunities: In Japan there will be many stocks trading 5x EV/EBIT with XX% EBIT margins XX% topline CAGR. The very fact it's a compounder but below 5x ebit serves as a floor" [X Link](https://x.com/teddy_okuyama/status/1977120607344169237) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-11T21:14Z XXX followers, 2104 engagements "@yuzz__ @grok what's causing this rotation into Japan's game sector whose report which broker" [X Link](https://x.com/teddy_okuyama/status/1973370246749888916) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-01T12:51Z 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](https://x.com/teddy_okuyama/status/1974798154634776642) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-05T11:25Z XXX followers, XXX engagements "Thesis: Short Lasertec (6920) X SamsungKLAs CNT-based EUV mask inspection tool debuts at SPIE Photomask 2025 projected XX% cheaper than Lasertecs gear. X Success = Samsung breaks free from Japans monopoly toolchain. X Validation shatters Lasertecs EUV moat. See below👇" [X Link](https://x.com/teddy_okuyama/status/1978782464626528338) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-16T11:17Z XXX followers, XXX engagements "@Basteph_ 3350 is the unrivalled BTC treasury company of . Problem is u just gotta wait for all the day traders and bagholders to 'give up'. Any illiquid fall with volume XX million a day would be a great buy (lifetime hold)" [X Link](https://x.com/teddy_okuyama/status/1979015998914138170) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T02:45Z XXX followers, XXX 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/teddy_okuyama/status/1974293975290003484) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-04T02:02Z XXX followers, 1958 engagements "@AltayCapital @Basteph_ Yeah it's below NAV for now so it'll likely issue more shares once above NAV. Meanwhile it has a BTC income business (recurring BTC-denominated yield through covered calls secured lending and basis trades.) So BTC is a 'productive' treasury asset" [X Link](https://x.com/teddy_okuyama/status/1979020444456849735) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-17T03:03Z XXX followers, XXX engagements "Best mid-cap pitch right now $2501.T 👇" [X Link](https://x.com/teddy_okuyama/status/1979696543952441510) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-18T23:50Z XXX followers, 1467 engagements "Japanese households park 1100trn yen in deposits at 0%. We provide 'free lunch' to the government so the BOJ can suppress yields. And then that low yield becomes the 'free lunch' for global carry trades. But about 1/2 of the people here I talk to are now losing trust in the yen" [X Link](https://x.com/teddy_okuyama/status/1979727069404909632) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T01:51Z XXX followers, XXX engagements "@HandsomeMan2013 My macro view is anchored in my first-hand experience of people here (incl. my wife) starting to question the yen & deposits. I then deduce: yield suppression no longer works but without it the global bubble would burst. That then leads to 'currency debasement' as the solution" [X Link](https://x.com/teddy_okuyama/status/1979736112626381177) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T02:27Z XXX followers, XXX engagements "@HandsomeMan2013 Under Takaichis leadership Japans policy focus is likely to shift toward debt sustainability through asset-price support i.e. tolerating a weaker yen and moderate inflation as the cost of stability. On that basis my view is that USD/JPY could trend from XXX toward 170180" [X Link](https://x.com/teddy_okuyama/status/1979738996285817071) [@teddy_okuyama](/creator/x/teddy_okuyama) 2025-10-19T02:38Z XXX followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@teddy_okuyama Teddy Okuyama
Teddy Okuyama posts on X about japan, debt, market cap, caps the most. They currently have XXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +55%
- X Month XXXXXX +133,227%
Mentions: XX #
- X Week XX +2.30%
- X Month XX +911%
Followers: XXX #
- X Week XXX +28%
- X Month XXX +3,954%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% stocks XXXX% cryptocurrencies XXXX% travel destinations XXXX% technology brands XXXX%
Social topic influence japan 7.27%, debt #2056, market cap 3.64%, caps 3.64%, stocks 3.64%, way of 1.82%, firsthand 1.82%, $1bn 1.82%, $300mn 1.82%, $65mn XXXX%
Top accounts mentioned or mentioned by @grok @altaycapital @safecheapstocks @handsomeman2013 @btcr3volution @gringabrazilien @zerohedge @mikefritzell @basteph @coinbureau @maakun1988 @wingsorc @jukanlosreve @nikkei @aryarya @lizannsonders @ubs @japangurux @autismcapital @himichaelhe
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
"@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
"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, 9276 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
"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 $1.5mn traded/day. Mostly passive investors with no activists/Hikari Tsushin involved yet. EAF-related green transition play:"
X Link @teddy_okuyama 2025-09-28T03:20Z XXX followers, XXX engagements
"Meme stock being traded more than Fast Retailing.such is the state of the Japanese market 🧟🧟♀🧟♂"
X Link @teddy_okuyama 2025-09-29T02:33Z XXX followers, 2270 engagements
"Ichiyoshis Ishibashi-san (who also nailed Lintec & AIMECHATEC) is out with a new chemicals report. Spotlight on Shikoku Kasei and others like MEC with surface treatment tech in focus. Critical as signal loss between substrate-copper foil emerges as a bottleneck in AI servers"
X Link @teddy_okuyama 2025-10-01T01:08Z XXX followers, XXX engagements
"Japanese mid cap AI-cybersecurity stock akin to Palo Alto ($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
"@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
"Feels like short selling algos in JP small caps - they're just trained to short volatility. They fade with size and somehow market makers are collaborating because order books suddenly get thin and then it just fades until vol tapers and price reverts back"
X Link @teddy_okuyama 2025-10-09T04:29Z 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
"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 think JP market is gearing toward large caps or if in SMIDs mainly semiconductor-related names e.g. Trichemical Lab Tazmo Towa-with decent volume. Illiquid sideways-moving names are likely to do what they always do: move sideways"
X Link @teddy_okuyama 2025-10-09T23:00Z XXX followers, XXX engagements
"@MikeFritzell Thanks in Japan's case we also have a demographic implosion. Also the rural people you meet first-hand they are not the types who benefit from digital banks"
X Link @teddy_okuyama 2025-10-16T04:30Z XXX followers, XXX engagements
"So recession proxies like Shimamura 8227 are supposed to rise right. Are we in a recession though"
X Link @teddy_okuyama 2025-10-17T06:05Z 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
"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
"Do large-cap investors even look at valuation these days or is it just passive flows. The only large cap that passes my 10x EV/EBIT screen today are Otsuka 4578 and Suntory 2587. The rest (about XXX names) are SMIDs"
X Link @teddy_okuyama 2025-10-17T23:34Z XXX followers, 6819 engagements
"Every sell-off creates new opportunities: In Japan there will be many stocks trading 5x EV/EBIT with XX% EBIT margins XX% topline CAGR. The very fact it's a compounder but below 5x ebit serves as a floor"
X Link @teddy_okuyama 2025-10-11T21:14Z XXX followers, 2104 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
"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
"Thesis: Short Lasertec (6920) X SamsungKLAs CNT-based EUV mask inspection tool debuts at SPIE Photomask 2025 projected XX% cheaper than Lasertecs gear. X Success = Samsung breaks free from Japans monopoly toolchain. X Validation shatters Lasertecs EUV moat. See below👇"
X Link @teddy_okuyama 2025-10-16T11:17Z XXX followers, XXX engagements
"@Basteph_ 3350 is the unrivalled BTC treasury company of . Problem is u just gotta wait for all the day traders and bagholders to 'give up'. Any illiquid fall with volume XX million a day would be a great buy (lifetime hold)"
X Link @teddy_okuyama 2025-10-17T02:45Z XXX followers, XXX 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, 1958 engagements
"@AltayCapital @Basteph_ Yeah it's below NAV for now so it'll likely issue more shares once above NAV. Meanwhile it has a BTC income business (recurring BTC-denominated yield through covered calls secured lending and basis trades.) So BTC is a 'productive' treasury asset"
X Link @teddy_okuyama 2025-10-17T03:03Z XXX followers, XXX engagements
"Best mid-cap pitch right now $2501.T 👇"
X Link @teddy_okuyama 2025-10-18T23:50Z XXX followers, 1467 engagements
"Japanese households park 1100trn yen in deposits at 0%. We provide 'free lunch' to the government so the BOJ can suppress yields. And then that low yield becomes the 'free lunch' for global carry trades. But about 1/2 of the people here I talk to are now losing trust in the yen"
X Link @teddy_okuyama 2025-10-19T01:51Z XXX followers, XXX engagements
"@HandsomeMan2013 My macro view is anchored in my first-hand experience of people here (incl. my wife) starting to question the yen & deposits. I then deduce: yield suppression no longer works but without it the global bubble would burst. That then leads to 'currency debasement' as the solution"
X Link @teddy_okuyama 2025-10-19T02:27Z XXX followers, XXX engagements
"@HandsomeMan2013 Under Takaichis leadership Japans policy focus is likely to shift toward debt sustainability through asset-price support i.e. tolerating a weaker yen and moderate inflation as the cost of stability. On that basis my view is that USD/JPY could trend from XXX toward 170180"
X Link @teddy_okuyama 2025-10-19T02:38Z XXX followers, XX engagements