Author
@cultra cultra
grade Ax.com/cultra ↗
Concentrated conviction trader playing the power/AI supercycle with a covered-options income overlay
Runs a concentrated long book in energy-for-AI, memory/semis
trader score
-1.17
hit rate
40%
mean α
-0.91%
signals 14d
30
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 40% hit rate, -0.91% mean alpha, trader score -1.17. Their last-14d mentions, direction-adjusted, have moved -8.8% since posting (mean over 24 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | META | @cultra | +0.30 | Argues market misread META AI compute sale plan as oversupply rather than capex monetization. | -4.9% | tweet ↗ |
| 2026-06-30 | STRC | @cultra | -0.55 | Skeptical of Saylor keeping STRC dividend and X Money 6% lasting. | +3.5% | tweet ↗ |
| 2026-06-30 | FCEL | @cultra | +0.45 | Mentions power and electricity plays with tickers in an AI/power context. | -21.9% | tweet ↗ |
| 2026-06-30 | CLSK | @cultra | +0.45 | Mentions power and electricity plays with tickers in an AI/power context. | -13.3% | tweet ↗ |
| 2026-06-30 | IREN | @cultra | +0.45 | Mentions power and electricity plays with tickers in an AI/power context. | -15.1% | tweet ↗ |
| 2026-06-30 | NBIS | @cultra | +0.45 | Mentions power and electricity plays with tickers in an AI/power context. | -21.9% | tweet ↗ |
| 2026-06-30 | BE | @cultra | +0.45 | Mentions power and electricity plays with tickers in an AI/power context. | -10.5% | tweet ↗ |
| 2026-06-30 | KEEL | @cultra | +0.45 | Mentions power and electricity plays with tickers in an AI/power context. | -20.0% | tweet ↗ |
| 2026-06-30 | · | @cultra | · | Says people are not long enough on power. | · | tweet ↗ |
| 2026-06-30 | STRC | @cultra | -0.55 | Says too good to be true has historically not been good or true for STRC. | +3.5% | tweet ↗ |
| 2026-06-30 | CLSK | @cultra | +0.35 | Bullish KEEL/CLSK power future, but BTC treasury is a liability hurting stocks. | -13.3% | tweet ↗ |
| 2026-06-30 | KEEL | @cultra | +0.35 | Bullish KEEL/CLSK power future, but BTC treasury is a liability hurting stocks. | -20.0% | tweet ↗ |
| 2026-06-30 | BTC | @cultra | -0.35 | Bullish KEEL/CLSK power future, but BTC treasury is a liability hurting stocks. | · | tweet ↗ |
| 2026-06-29 | BE | @cultra | +0.25 | Mentions data center with solar and BE cells as net-zero power concept, sarcastic on opposition. | -1.5% | tweet ↗ |
| 2026-06-27 | MU | @cultra | +0.10 | Criticizes Apple for lacking AI and memory vertical integration while noting Samsung is main supplier. | -13.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.