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.
📈 Weekly Recap: The US market closed the week (Dec 20) with broad gains. The Nasdaq & Philly Semi Index ($SOX) led the charge. The "Tech Wreck" from mid-week was bought aggressively. Momentum is back. 🟢 #Nasdaq #StockMarket #Investing
December 21, 2025 at 4:58 PM
📈 Weekly Recap: The US market closed the week (Dec 20) with broad gains. The Nasdaq & Philly Semi Index ($SOX) led the charge. The "Tech Wreck" from mid-week was bought aggressively. Momentum is back. 🟢 #Nasdaq #StockMarket #Investing
Geometry rules the market. 📐
Bearish Harmonics aren't just lines; they are mathematical roadmaps to institutional sell zones. If you aren't verifying your entries with precise Fibonacci ratios, you're just gambling.
Master the math, control the PnL. 📉
Bearish Harmonics aren't just lines; they are mathematical roadmaps to institutional sell zones. If you aren't verifying your entries with precise Fibonacci ratios, you're just gambling.
Master the math, control the PnL. 📉
December 20, 2025 at 4:04 PM
Geometry rules the market. 📐
Bearish Harmonics aren't just lines; they are mathematical roadmaps to institutional sell zones. If you aren't verifying your entries with precise Fibonacci ratios, you're just gambling.
Master the math, control the PnL. 📉
Bearish Harmonics aren't just lines; they are mathematical roadmaps to institutional sell zones. If you aren't verifying your entries with precise Fibonacci ratios, you're just gambling.
Master the math, control the PnL. 📉
Nasdaq hits 3-week lows. The leaders are lagging: Oracle -5%, Nvidia -3.9%, AMD -5.3%. When the generals fall despite macro tailwinds, it signals a deeper "Valuation Reset" is underway. Don't catch the falling knife yet. 🔪 #TechStocks #Nvidia #Correction
December 18, 2025 at 3:08 PM
Nasdaq hits 3-week lows. The leaders are lagging: Oracle -5%, Nvidia -3.9%, AMD -5.3%. When the generals fall despite macro tailwinds, it signals a deeper "Valuation Reset" is underway. Don't catch the falling knife yet. 🔪 #TechStocks #Nvidia #Correction
The Fed has cut 3 times, yet remains divided. Why? Sticky inflation at 2.8%. We're in a rare "Hawkish Cut" regime—easing to save jobs while still fighting inflation. ⚖️ #FederalReserve #Inflation
December 16, 2025 at 6:03 PM
The Fed has cut 3 times, yet remains divided. Why? Sticky inflation at 2.8%. We're in a rare "Hawkish Cut" regime—easing to save jobs while still fighting inflation. ⚖️ #FederalReserve #Inflation
Oracle's story: massive AI contracts but a stock plunge. Why? Soaring capex & debt. The market's message is clear: we believe in AI's future, but we won't finance a blank check. Profitability matters again. $ORCL #AI #Investing
December 12, 2025 at 5:15 PM
Oracle's story: massive AI contracts but a stock plunge. Why? Soaring capex & debt. The market's message is clear: we believe in AI's future, but we won't finance a blank check. Profitability matters again. $ORCL #AI #Investing
Massive AI capex is facing a reality check. Oracle's stock plunged 11%+ after earnings. Why? Revenue slightly missed, but the market is spooked by soaring debt and $500B in capex plans. The bill for the AI future is coming due, and investors are scrutinizing the check.
December 11, 2025 at 5:43 PM
Massive AI capex is facing a reality check. Oracle's stock plunged 11%+ after earnings. Why? Revenue slightly missed, but the market is spooked by soaring debt and $500B in capex plans. The bill for the AI future is coming due, and investors are scrutinizing the check.
Dow, S&P, Nasdaq all red 🔴. But the Philly Semi Index ($SOX) hit a NEW HIGH (+1.10%) 🟢. It's a "Stock Picker's Market." The index lies; the sectors tell the truth. Are you long Semis? #Semiconductors #StockMarket #Investing
December 9, 2025 at 1:36 PM
Dow, S&P, Nasdaq all red 🔴. But the Philly Semi Index ($SOX) hit a NEW HIGH (+1.10%) 🟢. It's a "Stock Picker's Market." The index lies; the sectors tell the truth. Are you long Semis? #Semiconductors #StockMarket #Investing
Indices held gains over the weekend (Dec 6-8). The quiet strength before the new year is bullish. We are looking at potentially historic consecutive years of double-digit growth. History favors the bulls here. 🐂 #Investing #MarketTrends #Stocks
December 8, 2025 at 4:08 PM
Indices held gains over the weekend (Dec 6-8). The quiet strength before the new year is bullish. We are looking at potentially historic consecutive years of double-digit growth. History favors the bulls here. 🐂 #Investing #MarketTrends #Stocks
ADP SHOCKER: Private payrolls FELL by 32,000 in November (vs. +40k expected). This is the first negative print in ages. The labor market isn't just "softening"; it’s contracting. Recession risk just spiked. 🚨 #ADP #JobsReport #Economy
December 3, 2025 at 2:10 PM
ADP SHOCKER: Private payrolls FELL by 32,000 in November (vs. +40k expected). This is the first negative print in ages. The labor market isn't just "softening"; it’s contracting. Recession risk just spiked. 🚨 #ADP #JobsReport #Economy
NVIDIA investing in Synopsys ($SNPS) isn't just a headline; it's the vertical integration of the future. From hardware to chip design software. The AI moat is getting wider. Are you positioned for the infrastructure build-out? 🏗️ #TechInvesting #Semiconductors
December 2, 2025 at 2:38 PM
NVIDIA investing in Synopsys ($SNPS) isn't just a headline; it's the vertical integration of the future. From hardware to chip design software. The AI moat is getting wider. Are you positioned for the infrastructure build-out? 🏗️ #TechInvesting #Semiconductors
GDP took a hit from the shutdown (-1% to -2% Q4 impact), and CPI is climbing back to 3%. Slow growth + Rising prices = **The Investor's Nightmare.** Adjust your portfolio for a "Hard Slowdown." Defensive assets are your friend. 🛡️ #Stagflation #Economy #GDP
December 1, 2025 at 6:46 PM
GDP took a hit from the shutdown (-1% to -2% Q4 impact), and CPI is climbing back to 3%. Slow growth + Rising prices = **The Investor's Nightmare.** Adjust your portfolio for a "Hard Slowdown." Defensive assets are your friend. 🛡️ #Stagflation #Economy #GDP
Capital is flooding out of defensive bonds and into Cyclicals & Small Caps ($IWM). Investors are betting on a soft landing. When High-Beta leads, confidence is high—but so is complacency. Stay sharp. ⚠️ #Russell2000 #RiskOn #MarketTrends
November 30, 2025 at 3:46 PM
Capital is flooding out of defensive bonds and into Cyclicals & Small Caps ($IWM). Investors are betting on a soft landing. When High-Beta leads, confidence is high—but so is complacency. Stay sharp. ⚠️ #Russell2000 #RiskOn #MarketTrends
Q3 GDP hit a robust 3.9%, yet Consumer Confidence sank to April lows. The economy is growing, but the people aren't feeling it. When sentiment diverges from data, volatility follows. Watch the consumer. 🛍️ #Economy #GDP #ConsumerConfidence
November 28, 2025 at 4:14 PM
Q3 GDP hit a robust 3.9%, yet Consumer Confidence sank to April lows. The economy is growing, but the people aren't feeling it. When sentiment diverges from data, volatility follows. Watch the consumer. 🛍️ #Economy #GDP #ConsumerConfidence
📈 Dow & Nasdaq hitting highs on Thanksgiving. 🦃 The driver isn't booming growth; it's the expectation of three rate cuts next year. Investors are scrambling out of cash and into equities before yields drop. The FOMO is real. 🏃♂️💨 #StockMarket #Investing #SP500
November 27, 2025 at 2:17 PM
📈 Dow & Nasdaq hitting highs on Thanksgiving. 🦃 The driver isn't booming growth; it's the expectation of three rate cuts next year. Investors are scrambling out of cash and into equities before yields drop. The FOMO is real. 🏃♂️💨 #StockMarket #Investing #SP500
Deglobalization Cost: 📦 Supply chains are fracturing. US vs. China tech bans are hurting revenues on both sides. 🇺🇸🇨🇳 This isn't just politics; it's a margin compressor for Tech. Efficiency is out; "Resiliency" is in. And resiliency is expensive. 💸🏗️ #SupplyChain #Tech #TradeWar
November 25, 2025 at 12:47 PM
Deglobalization Cost: 📦 Supply chains are fracturing. US vs. China tech bans are hurting revenues on both sides. 🇺🇸🇨🇳 This isn't just politics; it's a margin compressor for Tech. Efficiency is out; "Resiliency" is in. And resiliency is expensive. 💸🏗️ #SupplyChain #Tech #TradeWar
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