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.
Market Bath: 🩸 Tokyo is bleeding. The Nikkei 225 isn't just down; it's breaking down. Nov 21 saw -2.4%, and Nov 24 confirms the downtrend. The "Japan Recovery" narrative just hit a brick wall. If you're long Japan ETFs, hedge NOW. 📉🇯🇵 #Nikkei225 #StockMarket #Crash
November 24, 2025 at 3:19 AM
Market Bath: 🩸 Tokyo is bleeding. The Nikkei 225 isn't just down; it's breaking down. Nov 21 saw -2.4%, and Nov 24 confirms the downtrend. The "Japan Recovery" narrative just hit a brick wall. If you're long Japan ETFs, hedge NOW. 📉🇯🇵 #Nikkei225 #StockMarket #Crash
Japan's Engine Stalls: 🇯🇵 Q3 GDP contracts -1.8% annualized. The first negative growth in 6 quarters. Private consumption is dead (+0.1%) and exports are falling (-1.2%). If the world's 4th largest economy is cracking, is the US next? 📉⚠ #Recession #JapanEconomy #Macro
November 23, 2025 at 3:22 PM
Japan's Engine Stalls: 🇯🇵 Q3 GDP contracts -1.8% annualized. The first negative growth in 6 quarters. Private consumption is dead (+0.1%) and exports are falling (-1.2%). If the world's 4th largest economy is cracking, is the US next? 📉⚠ #Recession #JapanEconomy #Macro
Silence from the BOJ at 157 JPY/USD is a loud message. 📢 Japan is prioritizing export competitiveness over currency strength to counter slowing global growth. We are entering a new phase of "Reverse Currency Wars." 💴📉 #Forex #MacroEconomics
November 21, 2025 at 4:41 PM
Silence from the BOJ at 157 JPY/USD is a loud message. 📢 Japan is prioritizing export competitiveness over currency strength to counter slowing global growth. We are entering a new phase of "Reverse Currency Wars." 💴📉 #Forex #MacroEconomics
🦅 Fed Pivot... to Hawkish? Officials are signaling "higher for longer" again. No December cut? With CPI at 2.9% & Core at 3.1%, the inflation fight isn't over. The market was positioned for ease; re-pricing risk is painful. Adjust duration. 📉 #Fed #InterestRates #Macro
November 20, 2025 at 8:50 PM
🦅 Fed Pivot... to Hawkish? Officials are signaling "higher for longer" again. No December cut? With CPI at 2.9% & Core at 3.1%, the inflation fight isn't over. The market was positioned for ease; re-pricing risk is painful. Adjust duration. 📉 #Fed #InterestRates #Macro
$NVDA Q3 FY26 Earnings: Revenue up 62% YoY! 🚀 The "AI Bubble" bears are officially silenced. Strong guidance proves we are still in the infrastructure build-out phase. This isn't hype; it's the new industrial standard. Are you long Semis yet?
#NVIDIA #AI #StockMarket
#NVIDIA #AI #StockMarket
November 20, 2025 at 1:16 PM
$NVDA Q3 FY26 Earnings: Revenue up 62% YoY! 🚀 The "AI Bubble" bears are officially silenced. Strong guidance proves we are still in the infrastructure build-out phase. This isn't hype; it's the new industrial standard. Are you long Semis yet?
#NVIDIA #AI #StockMarket
#NVIDIA #AI #StockMarket
While the market rallied, Insurance & Land Transport lagged. 🚛📉 Why? Domestic demand concerns vs. Export strength. In a Yen-weak environment, stick to the global cyclicals. Smart money is picking spots, not just buying the index. 🧠 #SectorAnalysis
November 20, 2025 at 1:00 PM
While the market rallied, Insurance & Land Transport lagged. 🚛📉 Why? Domestic demand concerns vs. Export strength. In a Yen-weak environment, stick to the global cyclicals. Smart money is picking spots, not just buying the index. 🧠 #SectorAnalysis
Japan's Triple Threat: Declining stocks, rising bond yields (fiscal fear), and a weak Yen. Japan faces serious macroeconomic instability. Caution warranted. 🇯🇵 #JapanEconomy
November 19, 2025 at 12:30 PM
Japan's Triple Threat: Declining stocks, rising bond yields (fiscal fear), and a weak Yen. Japan faces serious macroeconomic instability. Caution warranted. 🇯🇵 #JapanEconomy
$14 Billion Price Tag: China's travel cancellations are estimated to cost Japan's economy ¥2.2 trillion ($14B)! This is the direct, measurable cost of heightened tensions. Factor in geopolitical risk. #ChinaJapan #EconomicDamage
November 19, 2025 at 11:43 AM
$14 Billion Price Tag: China's travel cancellations are estimated to cost Japan's economy ¥2.2 trillion ($14B)! This is the direct, measurable cost of heightened tensions. Factor in geopolitical risk. #ChinaJapan #EconomicDamage
$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