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
-0.22
hit rate
41%
mean α
-0.20%
signals 14d
3
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 17 scored bets: 41% hit rate, -0.20% mean alpha, trader score -0.22. Their last-14d mentions, direction-adjusted, have moved +3.5% since posting (mean over 2 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-24 | · | @DavidCarbutt_ | · | Says stock could rip further if memory supply sold out through 2027. | · | tweet ↗ |
| 2026-06-24 | MU | @DavidCarbutt_ | +0.75 | Reports MU revenue surge and management guiding next quarter revenue to $50B. | -7.0% | tweet ↗ |
| 2026-06-24 | PLTR | @DavidCarbutt_ | +0.20 | Notes Palantir at 52-week lows and asks if it is time to buy. | +13.9% | 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.