Author

@jaltucher jaltucher

High-conviction promoter of MicroLED AI-interconnect micro-caps over copper CRDO

Pushes a single mechanistic AI-datacenter interconnect thesi

trader score
+1.07
hit rate
53%
mean α
+1.40%
signals 14d
10

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 17 scored bets: 53% hit rate, +1.40% mean alpha, trader score +1.07. Their last-14d mentions, direction-adjusted, have moved +5.1% since posting (mean over 3 mentions with price data).

Recent signals10receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02TAO@jaltucher+0.35Announces new Text-to-Video and Text-to-Music features for a TAO/Bittensor front end.·
2026-06-27TAO@jaltucher+0.45Thinking of investing in TAO subnet tokens. — Author says he has been thinking of investing in bitsecai tokens on TAO.·
2026-06-24ETH@jaltucher+0.55Says stablecoins require ETH, LINK and others and are a growing multi-trillion-dollar industry.·
2026-06-24LINK@jaltucher+0.55Says stablecoins require ETH, LINK and others and are a growing multi-trillion-dollar industry.+9.2%
2026-06-24ETH@jaltucher+0.60Stablecoin transaction growth thesis highlights ETH and LINK as backbone, not BTC.·
2026-06-24LINK@jaltucher+0.60Stablecoin transaction growth thesis highlights ETH and LINK as backbone, not BTC.+9.2%
2026-06-24BTC@jaltucher+0.00Stablecoin transaction growth thesis highlights ETH and LINK as backbone, not BTC.·
2026-06-24GOOG@jaltucher-0.25Argues decentralized scaling means TAO will outperform OpenAI, Anthropic and Google.+3.2%
2026-06-24TAO@jaltucher+0.80Argues decentralized scaling means TAO will outperform OpenAI, Anthropic and Google.·
2026-06-20·@jaltucher·Claims public suppliers to Elon companies will benefit from SpaceX spending.·

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.