みずほ証券コラボ┃9月7日【日本株、金利上昇で明暗分かれ？～今週はメジャーSQ、米CPIに注目～】みずほウィークリーVIEW 中島三養子【楽天証券 トウシル】
Dollar-yen moving toward yen strength / dollar weakness on expectations of a narrowing US-Japan rate differential
7d -1.6% ✓30d in 23d90d in 83d
16*YUCKYBooger Score · 50 is a coin flip
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. Provisional — too few graded calls to mean much. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredUSD/JPY 3 →Nikkei 225 2 →Bitcoin 1 →
30d record, oldest first
The record
31 calls · newest first · every one links to its source9月ビットコイン：7月底値から4割高。アノマリー弱気、チャート好転、冬の時代は終わった？（松田 康生）【楽天証券 トウシル】
September Bitcoin: Up 40% from the July bottom. Anomaly bearish, chart turning favorable — is the winter era over? (Yasuo Matsuda) [Rakuten Securities Toushiru]
7d -3.1% ✗30d in 20d90d in 80d
Tロウ・プライスが割安：企業調査力が武器のアクティブ運用大手（西 勇太郎）【楽天証券 トウシル】
T. Rowe Price is undervalued: a major active management firm whose weapon is corporate research capability (Yutaro Nishi)【Rakuten Securities Toushiru】
7d -3.2% ✗30d in 20d90d in 80d
日米とも9月利上げへ、日銀を焦らす物価・賃金の上昇ペース、12月に追加利上げも（愛宕 伸康）【楽天証券 トウシル】
Both Japan and the US toward September rate hikes, the pace of price and wage increases pressuring the BOJ, an additional rate hike in December too (Nobuyasu Atago) [Rakuten Securities Toushiru]
7d +0.9% ✓30d in 18d90d in 78d
【米国株】エヌビディア：業績好調続く。会社側は2028年1月期売上高を前年比70％増と予想（今中 能夫）【楽天証券 トウシル】
[US Stocks] Nvidia: Strong results continue. The company forecasts revenue for the fiscal year ending January 2028 to rise 70% year on year (Yoshio Imanaka) [Rakuten Securities Toushiru]
7d +2.2% ✓30d in 16d90d in 76d
医療画像診断機器大手のGEヘルスケア・テクノロジーズに割安感（西 勇太郎）【楽天証券 トウシル】
GE HealthCare Technologies, a major medical imaging diagnostic equipment maker, looks undervalued (Yutaro Nishi) [Rakuten Securities Toushiru]
7d -4.0% ✗30d in 13d90d in 73d
利回り5%超！インバウンド恩恵を受ける「高利回りJリート」（茂木 春輝）【楽天証券 トウシル】
Yield Over 5%! "High-Yield J-REITs" That Benefit from Inbound Tourism (Haruki Mogi) [Rakuten Securities Toushiru]
7d +3.5% ✓30d in 10d90d in 70d
利回り5%超！インバウンド恩恵を受ける「高利回りJリート」（茂木 春輝）【楽天証券 トウシル】
Yield Over 5%! "High-Yield J-REITs" That Benefit from Inbound Tourism (Haruki Mogi) [Rakuten Securities Toushiru]
7d +2.6% ✓30d in 10d90d in 70d
今週の注目材料は？GDP・CPI・FOMC議事要旨
What Are This Week's Key Factors? GDP, CPI, FOMC Minutes
7d +2.6% ✓30d in 4d90d in 64d
#2026年08月18日 #窪田真之 ベース、Ubicom、PKSHA・・・SaaSの死で売られたSIer、AIエージェントに復活期待
#August 18, 2026 #Masayuki Kubota Base, Ubicom, PKSHA… SIers sold off on the death of SaaS, hopes for a revival with AI agents
7d +2.4% ✓30d in 3d90d in 63d
[Japanese Stocks] Tokyo Electron: Strong Performance. Demand for Manufacturing Equipment to Conti...
Tokyo Electron's performance is strong and demand for its semiconductor manufacturing equipment for both advanced logic and advanced memory will keep increasing, implying continued upside.
7d -1.7% ✗30d in 3d90d in 63d
【日本株】レーザーテック：2027年6月期受注高は大幅増へ（今中 能夫）【楽天証券 トウシル】
【Japanese Stocks】Lasertec: Orders for the fiscal year ending June 2027 are headed for a sharp increase (Yoshio Imanaka) 【Rakuten Securities Toushiru】
7d -5.6% ✗30d in 3d90d in 63d
BASE, Ubicom, PKSHA... Expecting a Rebound for SIers and AI Agent Stocks Sold Off Over the "Death...
Small-cap stocks are predicted to become advantaged over large caps going forward
7d +3.4% ✓30d in 3d90d in 63d
BASE, Ubicom, PKSHA... Expecting a Rebound for SIers and AI Agent Stocks Sold Off Over the "Death...
PKSHA Technology, sold off over the 'death of SaaS' narrative, is expected to rebound
7d +9.4% ✓30d in 3d90d in 63d
BASE, Ubicom, PKSHA... Expecting a Rebound for SIers and AI Agent Stocks Sold Off Over the "Death...
Ubicom Holdings, sold off over the 'death of SaaS' narrative, is expected to rebound
7d +2.7% ✓30d in 3d90d in 63d
BASE, Ubicom, PKSHA... Expecting a Rebound for SIers and AI Agent Stocks Sold Off Over the "Death...
BASE, sold off over the 'death of SaaS' narrative, is expected to rebound
7d +3.0% ✓30d in 3d90d in 63d
田中泰輔のマネーは語る：【米国株】半導体相場復調へ構える（田中 泰輔）【楽天証券 トウシル】
Taisuke Tanaka: Money Speaks: 【US stocks】Getting ready for the semiconductor market's recovery (Taisuke Tanaka) 【Rakuten Securities Toushiru】
7d -5.3% ✗30d —90d in 58d
【日本株】アドバンテスト：半導体テスタ好調。今期会社予想業績は大幅上方修正された【決算レポート】（今中 能夫）【楽天証券 トウシル】
[Japanese Stocks] Advantest: Semiconductor Testers Are Strong. This Fiscal Year's Company Forecast Was Sharply Revised Upward [Earnings Report] (Yoshio Imanaka) [Rakuten Securities Toushiru]
7d +3.8% ✓30d -1.8% ✗90d in 56d
Nikkei Stock Average 80,000 Yen Forecast for 2030 Remains Unchanged (Masayuki Kubota): August 4 [...
The forecast of 80,000 yen for the Nikkei Stock Average by 2030 remains unchanged, supported by three growth engines.
7d +5.6% ✓30d +0.4% ✓90d in 49d
Mizuho Securities Collaboration | August 3rd [Japan-US Coordinated Intervention, Outlook for Japa...
Despite a roughly 2% US-Japan rate differential, FX intervention (Japan-US coordinated) pushes the yen stronger, i.e. USD/JPY lower.
7d +0.2% ✗30d +1.7% ✗90d in 48d
【過去検証】S&P500は、ここから3か月に注目！AI相場はまだ続くのか
[Historical Backtest] For the S&P 500, Watch the Next Three Months! Will the AI Rally Continue?
7d +2.5% ✓30d +3.5% ✓90d in 41d
Daisuke Tanaka's Money Talks: [Yen Exchange Rate] How Long and How Far Will This Yen Depreciation...
With USD/JPY at the 163 level and yen weakness detached from US-Japan rate differentials, the depreciation trend persists until specific reversal conditions are met.
7d -2.2% ✗30d -3.0% ✗90d in 38d
Crude Oil Soars to $93: Iran Conflict Resurgence and Future Outlook (Tetsu Yoshida) [Rakuten Secu...
Crude oil, which has surged to $93 on renewed Iran conflict, will stay elevated over the longer term.
7d -5.2% ✗30d -4.8% ✗90d in 38d
[Technical Analysis] The Japanese Stock Market at a Crossroads: The "Bull Trap" After the Plunge ...
The rebound after the 4,416-yen plunge risks being a 'bull trap'; the market is at a crossroads with further downside targets in focus.
7d -7.1% ✓30d -0.1% ✓90d in 36d
[US Stocks] ASML Holding: Continued Demand Growth for Both EUV and ArF Immersion Lithography Syst...
ASML will see continued demand growth for both EUV and ArF immersion lithography systems.
7d -12.0% ✗30d -2.7% ✗90d in 35d
[US Stocks] TSMC: Continues to see significant revenue and profit growth due to increased product...
TSMC will continue to see significant revenue and profit growth on increased production of AI-related semiconductors.
7d -7.6% ✗30d -2.0% ✗90d in 35d
[Breaking] Why Did Kioxia's Value Halve? The Reasons Behind the Crash and Future Scenarios (Yoshi...
After halving, Kioxia has a recovery scenario, with the next earnings report as the catalyst for a rebound.
7d -10.7% ✗30d +1.3% ✓90d in 32d
AI Data Center Small and Mid-Cap Stocks: Focusing on Semiconductor-Related Stocks Starting to Gro...
Penguin Solutions is a semiconductor small/mid-cap benefiting from AI data center capex growth, and is worth focusing on.
7d -31.1% ✗30d -23.9% ✗90d in 27d
AI Data Center Small and Mid-Cap Stocks: Focusing on Semiconductor-Related Stocks Starting to Gro...
Credo Technology is a semiconductor small/mid-cap benefiting from AI data center interconnect speed-up investment, and is worth focusing on.
7d -10.5% ✗30d +13.2% ✓90d in 27d
AI Data Center Small and Mid-Cap Stocks: Focusing on Semiconductor-Related Stocks Starting to Gro...
Astera Labs is a semiconductor small/mid-cap whose growth is starting amid massive AI data center investment, and is worth focusing on.
7d -14.6% ✗30d -11.9% ✗90d in 27d
2026年W杯が映す世界と金（ゴールド）の長期展望（吉田 哲）【楽天証券 トウシル】
The world reflected by the 2026 World Cup and the long-term outlook for gold (Satoshi Yoshida) [Rakuten Securities Toushiru]
7d -2.0% ✗30d +2.3% ✓90d in 21d