Author

@Kunluntalk Kunluntalk

Reasoning-heavy macro-geopolitical commentator on US-China tech and AI-infra fragility

Posts dense macro-framework commentary (largely in quotes/re

trader score
-0.07
hit rate
50%
mean α
-0.04%
signals 14d
3

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, -0.04% mean alpha, trader score -0.07. Their last-14d mentions, direction-adjusted, have moved -1.5% since posting (mean over 1 mentions with price data).

Recent signals3receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-11·@Kunluntalk·Expects consumer prices to decline before 2027.·
2026-10-07TSLA@Kunluntalk+0.45Lavishly praises Musk and reports an expected National Medal of Science award.-1.5%
2026-10-03·@Kunluntalk·Reports former X executive Nikita leaving after an advisory reassignment and computer seizure, confirmed by Musk.·

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.