Author
@jaltucher jaltucher
grade Bx.com/jaltucher ↗
High-conviction promoter of MicroLED AI-interconnect micro-caps over copper CRDO
Pushes a single mechanistic AI-datacenter interconnect thesi
trader score
-1.82
hit rate
28%
mean α
-2.01%
signals 14d
15
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 18 scored bets: 28% hit rate, -2.01% mean alpha, trader score -1.82. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | TAOX | @jaltucher | +0.90 | Author discloses investment in TAO and presents an explicit bullish valuation thesis. | · | tweet ↗ |
| 2026-08-27 | TAO | @jaltucher | +0.90 | Author discloses investment in TAO and presents an explicit bullish valuation thesis. | · | tweet ↗ |
| 2026-08-27 | · | @jaltucher | · | Author argues AI value will accrue to trust, distribution and proprietary data. | · | tweet ↗ |
| 2026-08-27 | ORCL | @jaltucher | +0.45 | Long-form thesis says commoditized AI shifts value toward trust, distribution, data and infrastructure. | -0.7% | tweet ↗ |
| 2026-08-27 | HRB | @jaltucher | +0.35 | Long-form thesis says commoditized AI shifts value toward trust, distribution, data and infrastructure. | · | tweet ↗ |
| 2026-08-27 | TAOX | @jaltucher | +0.60 | Long-form thesis says commoditized AI shifts value toward trust, distribution, data and infrastructure. | · | tweet ↗ |
| 2026-08-27 | INTU | @jaltucher | +0.35 | Long-form thesis says commoditized AI shifts value toward trust, distribution, data and infrastructure. | +2.9% | tweet ↗ |
| 2026-08-27 | TAO | @jaltucher | +0.60 | Long-form thesis says commoditized AI shifts value toward trust, distribution, data and infrastructure. | · | tweet ↗ |
| 2026-08-27 | IBM | @jaltucher | +0.45 | Long-form thesis says commoditized AI shifts value toward trust, distribution, data and infrastructure. | -1.3% | tweet ↗ |
| 2026-08-27 | · | @jaltucher | · | Author expects intelligence pricing and OpenRouter-like intermediary value to fall toward zero. | · | tweet ↗ |
| 2026-08-26 | TAOX | @jaltucher | +0.15 | Reports benchmark tests across Bittensor AI subnets and names winning chat and coding models. | · | tweet ↗ |
| 2026-08-26 | TAO | @jaltucher | +0.25 | Reports benchmark tests across Bittensor AI subnets and names winning chat and coding models. | · | tweet ↗ |
| 2026-08-18 | · | @jaltucher | · | Argues AI is far from identifying disease causes | · | tweet ↗ |
| 2026-08-18 | · | @jaltucher | · | Expects AI price per outcome to keep falling across providers | · | tweet ↗ |
| 2026-08-16 | · | @jaltucher | · | Argues startup commerce will converge around cheap AI inference and integrated payments. | · | 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.