山野村一郎
@yamanomura.bsky.social
Ichiro Yamano｜U.S. Market Commentator.
From Japan, based in the U.S. I break down Wall Street with real trading insights. Focused on trends, earnings, and logic—not hype. 📊 Daily recaps｜🔥 Hot spots｜💡 Investing mindset. Understand the market, act smarter.
From Japan, based in the U.S. I break down Wall Street with real trading insights. Focused on trends, earnings, and logic—not hype. 📊 Daily recaps｜🔥 Hot spots｜💡 Investing mindset. Understand the market, act smarter.
$14 Billion Problem: China's travel warning over Taiwan remarks is costing Japan's economy ¥2.2 trillion ($14B) in tourism losses. Geopolitics have a direct GDP cost. 🤯 #JapanEconomy #ChinaJapan
November 18, 2025 at 11:23 AM
$14 Billion Problem: China's travel warning over Taiwan remarks is costing Japan's economy ¥2.2 trillion ($14B) in tourism losses. Geopolitics have a direct GDP cost. 🤯 #JapanEconomy #ChinaJapan
Tech Exodus: Capital is fleeing speculative growth! Defensive sectors (Utilities, Consumer Staples) are seeing inflows. The market is pricing in a slowing economy. 📉 #DefensiveStocks #Investing
November 16, 2025 at 3:15 PM
Tech Exodus: Capital is fleeing speculative growth! Defensive sectors (Utilities, Consumer Staples) are seeing inflows. The market is pricing in a slowing economy. 📉 #DefensiveStocks #Investing
The Dow's Fall: A 797-point drop is the fastest way to wipe out confidence. Expect high caution on Monday's open. Prepare for a potential gap down. #MondayPrep
November 14, 2025 at 12:45 PM
The Dow's Fall: A 797-point drop is the fastest way to wipe out confidence. Expect high caution on Monday's open. Prepare for a potential gap down. #MondayPrep
New Cycle? Some analysts believe the US is entering a new cycle with long-term growth potential. This validates holding growth ETFs but demands extreme selectivity. Patience is required. #GrowthETFs
November 13, 2025 at 4:45 PM
New Cycle? Some analysts believe the US is entering a new cycle with long-term growth potential. This validates holding growth ETFs but demands extreme selectivity. Patience is required. #GrowthETFs
The Contradiction: Tech profit-taking is clear. Funds are shifting from volatile growth to Value and Stability (Airlines, Pharma, Banking). Is your portfolio built for this switch? 🔄 #Nasdaq #ValueInvesting
November 12, 2025 at 10:24 PM
The Contradiction: Tech profit-taking is clear. Funds are shifting from volatile growth to Value and Stability (Airlines, Pharma, Banking). Is your portfolio built for this switch? 🔄 #Nasdaq #ValueInvesting
The Great Switch: Government reopening optimism fuels the rally, but funds are exiting high-P/E names. Are you still chasing momentum, or are you following the smart money into Consumer Staples/Healthcare? #ValueStocks #TechPullback
November 12, 2025 at 3:47 PM
The Great Switch: Government reopening optimism fuels the rally, but funds are exiting high-P/E names. Are you still chasing momentum, or are you following the smart money into Consumer Staples/Healthcare? #ValueStocks #TechPullback
The Divorce: $SPX +0.31% was mixed, but the key story is the Dow's strength vs. Nasdaq's weakness. Money is chasing value/healthcare/energy, leaving expensive tech behind. 🔄 #Nasdaq #TechStocks
November 11, 2025 at 9:55 PM
The Divorce: $SPX +0.31% was mixed, but the key story is the Dow's strength vs. Nasdaq's weakness. Money is chasing value/healthcare/energy, leaving expensive tech behind. 🔄 #Nasdaq #TechStocks
Nasdaq's best day since May! Tech stocks roared back, reversing last week's AI valuation fears. Investors are betting the AI theme is structurally intact, despite the noise. #TechStocks #NasdaqSurge
November 11, 2025 at 1:36 PM
Nasdaq's best day since May! Tech stocks roared back, reversing last week's AI valuation fears. Investors are betting the AI theme is structurally intact, despite the noise. #TechStocks #NasdaqSurge
AI LITMUS TEST: $CWEB reports earnings soon, following a massive -22% drop last week. Their performance will be the clearest indicator of the health of the private AI investment boom.
November 10, 2025 at 2:42 PM
AI LITMUS TEST: $CWEB reports earnings soon, following a massive -22% drop last week. Their performance will be the clearest indicator of the health of the private AI investment boom.
The market is shifting from "Valuation Hype" to "Earnings-Driven Reality." This is healthy. Use the correction to ditch story stocks and focus on companies with proven profitability. #InvestmentStrategy
November 9, 2025 at 3:55 PM
The market is shifting from "Valuation Hype" to "Earnings-Driven Reality." This is healthy. Use the correction to ditch story stocks and focus on companies with proven profitability. #InvestmentStrategy
My $NVDA bags are feeling heavy this weekend. Anyone else treating their portfolio like a boxing match this week? 🥊 Send a GIF of your portfolio's mood! 😂 #StockMarketHumor #TraderLife
November 8, 2025 at 3:50 PM
My $NVDA bags are feeling heavy this weekend. Anyone else treating their portfolio like a boxing match this week? 🥊 Send a GIF of your portfolio's mood! 😂 #StockMarketHumor #TraderLife
$380 Billion in AI infrastructure CapEx planned for 2025. That money is real, but so are the valuation risks. The next 12-24 months could see a 10-20% correction. Be tactical. #AIInvesting #MarketOutlook
November 6, 2025 at 2:38 PM
$380 Billion in AI infrastructure CapEx planned for 2025. That money is real, but so are the valuation risks. The next 12-24 months could see a 10-20% correction. Be tactical. #AIInvesting #MarketOutlook
"The Big Short" is back. Nasdaq's sharp decline signals serious valuation worry. $PLTR -7%, $UBER -8.6%. The market is punishing high flyers. Reassess your tech exposure NOW. #Nasdaq #Valuation #TechStocks
November 5, 2025 at 1:38 PM
"The Big Short" is back. Nasdaq's sharp decline signals serious valuation worry. $PLTR -7%, $UBER -8.6%. The market is punishing high flyers. Reassess your tech exposure NOW. #Nasdaq #Valuation #TechStocks
The DIA dipped modestly despite broad market calm – a sign that blue-chip investors remain cautious even as tech holds steady. A divergence worth watching: strength in growth, caution in value
November 3, 2025 at 4:52 PM
The DIA dipped modestly despite broad market calm – a sign that blue-chip investors remain cautious even as tech holds steady. A divergence worth watching: strength in growth, caution in value
Last week’s records came with mixed internals: headline indices rose but breadth narrowed. Big tech powered gains, leaving many sectors behind. Celebrate the move, but size positions and hedge conviction—volatility can reappear on macro or trade headlines.
November 2, 2025 at 1:04 PM
Last week’s records came with mixed internals: headline indices rose but breadth narrowed. Big tech powered gains, leaving many sectors behind. Celebrate the move, but size positions and hedge conviction—volatility can reappear on macro or trade headlines.
Quiet winners I’m watching
• $LMND — $60.07 → $78
• $AMZN — $244.22 → $240
• $GRAB — $6.01 → $12
• $SOFI — $29.68 → $38
• $LULU — $170.54 → $330
• $JD — $33.04 → $41
• $PYPL — $69.27 → $100 I
only whisper these to followers — act, don’t shout.
• $LMND — $60.07 → $78
• $AMZN — $244.22 → $240
• $GRAB — $6.01 → $12
• $SOFI — $29.68 → $38
• $LULU — $170.54 → $330
• $JD — $33.04 → $41
• $PYPL — $69.27 → $100 I
only whisper these to followers — act, don’t shout.
November 1, 2025 at 3:15 PM
Quiet winners I’m watching
• $LMND — $60.07 → $78
• $AMZN — $244.22 → $240
• $GRAB — $6.01 → $12
• $SOFI — $29.68 → $38
• $LULU — $170.54 → $330
• $JD — $33.04 → $41
• $PYPL — $69.27 → $100 I
only whisper these to followers — act, don’t shout.
• $LMND — $60.07 → $78
• $AMZN — $244.22 → $240
• $GRAB — $6.01 → $12
• $SOFI — $29.68 → $38
• $LULU — $170.54 → $330
• $JD — $33.04 → $41
• $PYPL — $69.27 → $100 I
only whisper these to followers — act, don’t shout.
$MSFT
MSFT’s AI & cloud dominance means we’re on the winning side.
MSFT’s AI & cloud dominance means we’re on the winning side.
October 31, 2025 at 12:33 PM
$MSFT
MSFT’s AI & cloud dominance means we’re on the winning side.
MSFT’s AI & cloud dominance means we’re on the winning side.
Tech Earnings and Macro Factors Drive Market Volatility
October 30, 2025 at 7:12 PM
Tech Earnings and Macro Factors Drive Market Volatility
📈 Midday Market Flash: Indices hit New Records ahead of expected Fed Rate Cut. 🔥 NVDA makes history, surging past $5 Trillion Market Cap on AI momentum, boosting semis. CAT soars 9% on strong earnings. All eyes on Powell
October 29, 2025 at 7:28 PM
📈 Midday Market Flash: Indices hit New Records ahead of expected Fed Rate Cut. 🔥 NVDA makes history, surging past $5 Trillion Market Cap on AI momentum, boosting semis. CAT soars 9% on strong earnings. All eyes on Powell
アップルは、時価総額が4兆ドルの大台に到達した最新の企業となり、エヌビディアやマイクロソフトなどの企業に加わったが、その後再びその水準を下回った。
October 28, 2025 at 3:28 PM
アップルは、時価総額が4兆ドルの大台に到達した最新の企業となり、エヌビディアやマイクロソフトなどの企業に加わったが、その後再びその水準を下回った。
BREAKING 🚨
Amazon ($AMZN) is going all-in on automation — its robotics team plans to automate 75% of the company’s entire operations, per The Verge.
That’s not the future — that’s now. 🤖⚙️
Amazon ($AMZN) is going all-in on automation — its robotics team plans to automate 75% of the company’s entire operations, per The Verge.
That’s not the future — that’s now. 🤖⚙️
October 27, 2025 at 1:47 PM
BREAKING 🚨
Amazon ($AMZN) is going all-in on automation — its robotics team plans to automate 75% of the company’s entire operations, per The Verge.
That’s not the future — that’s now. 🤖⚙️
Amazon ($AMZN) is going all-in on automation — its robotics team plans to automate 75% of the company’s entire operations, per The Verge.
That’s not the future — that’s now. 🤖⚙️