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
-6.27
hit rate
15%
mean α
-3.38%
signals 14d
11
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: 15% hit rate, -3.38% mean alpha, trader score -6.27. Their last-14d mentions, direction-adjusted, have moved -2.1% since posting (mean over 7 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | MRVL | @IanCutress | -0.15 | Argues custom HBM4 work by Broadcom and Marvell is technically straightforward and overhyped by investors. | -11.6% | tweet ↗ |
| 2026-08-26 | AVGO | @IanCutress | -0.15 | Argues custom HBM4 work by Broadcom and Marvell is technically straightforward and overhyped by investors. | +3.7% | tweet ↗ |
| 2026-08-25 | META | @IanCutress | +0.00 | Relays a vague confirmation that Meta's MTIA400 scale-out remains Ethernet-based. | +1.4% | tweet ↗ |
| 2026-08-25 | NVDA | @IanCutress | -0.25 | Links analysis of an OpenAI chip presentation claiming performance faster than NVIDIA. | +2.1% | tweet ↗ |
| 2026-08-23 | · | @IanCutress | · | Forecasts 50% SRAM scaling from CFETs around 2031 and identifies quantization as Cerebras's near-term lever. | · | tweet ↗ |
| 2026-08-23 | · | @IanCutress | · | Summarizes zHBM thermal research, including a 141C hotspot and two remedies reducing temperature by 20C. | · | tweet ↗ |
| 2026-08-23 | · | @IanCutress | · | Reviews private AI-chip company Etched while reserving judgment on its claimed performance. | · | tweet ↗ |
| 2026-08-20 | TSM | @IanCutress | +0.15 | Announces a small TSMC ecosystem project about collaboration and competition in next-generation chips. | +0.4% | tweet ↗ |
| 2026-08-19 | · | @IanCutress | · | Cerebras WSE3 Turbo and CS-4 rack deliver up to twice the performance and 4,500 tokens per second. | · | tweet ↗ |
| 2026-08-15 | INTC | @IanCutress | +0.00 | Describes historical AMD and Intel transfers of processor designs to partners. | -12.7% | tweet ↗ |
| 2026-08-15 | AMD | @IanCutress | +0.00 | Describes historical AMD and Intel transfers of processor designs to partners. | -9.5% | 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.