Author
@IanCutress IanCutress
grade Ax.com/IanCutress ↗
PhD semiconductor analyst dissecting chip process, packaging, and interconnect at spec level
Provides deeply technical, primary-sourced analysis of the s
trader score
-0.71
hit rate
55%
mean α
-0.67%
signals 14d
6
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 11 scored bets: 55% hit rate, -0.67% mean alpha, trader score -0.71. Their last-14d mentions, direction-adjusted, have moved -7.8% since posting (mean over 4 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | QCOM | @IanCutress | -0.05 | Speculates Intel would make more sense for an unspecified deal while noting denials. | +0.8% | tweet ↗ |
| 2026-10-12 | INTC | @IanCutress | +0.15 | Speculates Intel would make more sense for an unspecified deal while noting denials. | -14.2% | tweet ↗ |
| 2026-10-09 | GFS | @IanCutress | +0.35 | Says GlobalFoundries is advancing FD-SOI to single-digit-nanometer-class performance in Europe. | -8.0% | tweet ↗ |
| 2026-10-09 | GFS | @IanCutress | +0.15 | Reports a GlobalFoundries fab tour and new-fab ceremony in Dresden. | -8.0% | tweet ↗ |
| 2026-10-06 | · | @IanCutress | · | Uses personal usage costs to argue frontier-model subscriptions are heavily subsidized. | · | tweet ↗ |
| 2026-10-05 | · | @IanCutress | · | Reports submicron HBI packaging capabilities and argues Tau Scaling repackages established industry physics. | · | 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.