Author
@DavidCarbutt_ DavidCarbutt_
grade Cx.com/DavidCarbutt_ ↗
Bullish AI-compute thematic analyst chaining capex and supply-chain data into a memory/CPU-wave thesis
Posts original-ish fundamental and thematic theses on the AI
trader score
-0.30
hit rate
50%
mean α
-0.33%
signals 14d
5
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 12 scored bets: 50% hit rate, -0.33% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -3.4% since posting (mean over 2 mentions with price data).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-21 | · | @DavidCarbutt_ | · | Describes deployed AI agents automating sales, operations, security, fact-checking and media production. | · | tweet ↗ |
| 2026-08-19 | · | @DavidCarbutt_ | · | Argues capitalism and technological incentives drive medical and space progress. | · | tweet ↗ |
| 2026-08-17 | TSLA | @DavidCarbutt_ | +0.15 | Urges Tesla to publish independently reviewed estimates of collisions avoided and lives saved. | +2.8% | tweet ↗ |
| 2026-08-16 | AMD | @DavidCarbutt_ | +0.65 | Multi-year AMD data-center framework forecasts revenue rising to roughly $61B-$64B in 2027. | -9.5% | tweet ↗ |
| 2026-08-14 | · | @DavidCarbutt_ | · | Author frames the AI revolution as a decade-defining wealth and business opportunity. | · | 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.