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
+0.31
hit rate
50%
mean α
+0.26%
signals 14d
20
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: 50% hit rate, +0.26% mean alpha, trader score +0.31. Their last-14d mentions, direction-adjusted, have moved +6.0% since posting (mean over 15 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @IanCutress | · | Explains x-ray lithography constraints as physics, chemistry and economics before EDA. | · | tweet ↗ |
| 2026-07-01 | ASML | @IanCutress | -0.15 | Deep dive into Substrate x-ray lithography claim to supplant ASML; economics need to work. | -4.0% | tweet ↗ |
| 2026-06-30 | MU | @IanCutress | +0.10 | Mentions Micron discussion on DRAM, HBM, NAND demand and roadmaps. | -15.5% | tweet ↗ |
| 2026-06-29 | TSLA | @IanCutress | +0.00 | Podcast covers AI hardware designs including Tesla Dojo. | -4.5% | tweet ↗ |
| 2026-06-26 | INTC | @IanCutress | +0.10 | Mentions making a video with Intel CTO about technical metrics, mildly constructive but no trade signal. | -6.2% | tweet ↗ |
| 2026-06-26 | · | @IanCutress | · | Lists semiconductor process metrics with concrete numbers but no company or trade stance. | · | tweet ↗ |
| 2026-06-26 | · | @IanCutress | · | Tech narrative claiming China is on top, but no explicit ticker or trade mechanics. | · | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.00 | Gives IBM-defined transistor density metric with a concrete number. | +12.1% | tweet ↗ |
| 2026-06-25 | INTC | @IanCutress | +0.00 | References Intel 14nm only as technical context; no clear investment stance. | -9.4% | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.00 | Reports IBM 2025 revenue figure without directional opinion. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.15 | States IBM Research licensed 2nm technology to Rapidus and IBM Systems uses Samsung. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.15 | Says IBM technology is still cool, a mild opinion without trade mechanics. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.05 | Discusses IBM process timing with concrete multi-year estimates but no stock stance. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.05 | Frames IBM activity as licensing; no clear market stance. | +12.1% | tweet ↗ |
| 2026-06-25 | IBM | @IanCutress | +0.05 | Compares IBM GAA announcement timing and expected generations with concrete dates. | +12.1% | 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.