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
-0.46
hit rate
33%
mean α
-0.25%
signals 14d
7
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 6 scored bets: 33% hit rate, -0.25% mean alpha, trader score -0.46. Their last-14d mentions, direction-adjusted, have moved -7.2% since posting (mean over 4 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | · | @DavidCarbutt_ | · | Author reports a small business is compute-constrained and that added compute directly raises revenue. | · | tweet ↗ |
| 2026-10-08 | AAPL | @DavidCarbutt_ | +0.10 | Sees an unspecified issue as a serious Tesla headwind and favors buying Mac Studios instead. | +2.1% | tweet ↗ |
| 2026-10-08 | TSLA | @DavidCarbutt_ | -0.45 | Sees an unspecified issue as a serious Tesla headwind and favors buying Mac Studios instead. | -0.7% | tweet ↗ |
| 2026-10-07 | · | @DavidCarbutt_ | · | Argues broader AI-tool adoption will require dramatically more compute and tokens. | · | tweet ↗ |
| 2026-10-06 | · | @DavidCarbutt_ | · | Offers a broad AI-era ownership framework without naming any investable asset. | · | tweet ↗ |
| 2026-10-05 | AMD | @DavidCarbutt_ | +0.00 | Mentions the AMD-Meta deal but expresses enthusiasm only about AI animation capability. | -18.2% | tweet ↗ |
| 2026-10-05 | META | @DavidCarbutt_ | +0.00 | Mentions the AMD-Meta deal but expresses enthusiasm only about AI animation capability. | -13.4% | 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.