Author
@Kunluntalk Kunluntalk
grade Cx.com/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
-0.69
hit rate
50%
mean α
-1.05%
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 10 scored bets: 50% hit rate, -1.05% mean alpha, trader score -0.69. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-24 | · | @Kunluntalk | · | Reports 50% US tariffs on Canadian vehicles, parts, and steel effective January 1. | · | tweet ↗ |
| 2026-08-21 | · | @Kunluntalk | · | Reports Genesis GV90 production EV launch, specifications and planned US delivery timing. | · | tweet ↗ |
| 2026-08-21 | TSLA | @Kunluntalk | -0.55 | Calls Cybertruck Musk's only market failure and says price cuts failed to revive sales. | -3.9% | tweet ↗ |
| 2026-08-21 | TSLA | @Kunluntalk | +0.25 | Says a proposed Musk vehicle would surely sell well, while joking it resembles a Cyber Escalade. | -3.9% | tweet ↗ |
| 2026-08-20 | TSLA | @Kunluntalk | +0.20 | Shows interest in another Tesla but advises waiting for a roughly 2% financing incentive. | +1.0% | tweet ↗ |
| 2026-08-19 | LLY | @Kunluntalk | +0.55 | Argues capital rotated from memory into healthcare and positively highlights MRNA and LLY. | -8.3% | tweet ↗ |
| 2026-08-19 | MRNA | @Kunluntalk | +0.55 | Argues capital rotated from memory into healthcare and positively highlights MRNA and LLY. | -20.9% | tweet ↗ |
| 2026-08-19 | XLV | @Kunluntalk | +0.50 | Argues capital rotated from memory into healthcare and positively highlights MRNA and LLY. | -2.6% | tweet ↗ |
| 2026-08-18 | WDC | @Kunluntalk | +0.70 | Maintains a long-term bullish thesis on memory and US computing despite a near-term shakeout. | -7.4% | tweet ↗ |
| 2026-08-18 | XLK | @Kunluntalk | +0.65 | Maintains a long-term bullish thesis on memory and US computing despite a near-term shakeout. | +0.0% | tweet ↗ |
| 2026-08-18 | WDC | @Kunluntalk | +0.25 | Says holding 500 would frame WDC's memory-sector decline as a temporary shock. | -7.4% | tweet ↗ |
| 2026-08-17 | NKE | @Kunluntalk | -0.80 | Reports Nike has lost 78% of its value since 2021, destroying about $200 billion in market capitalization. | +1.3% | tweet ↗ |
| 2026-08-16 | · | @Kunluntalk | · | Argues China's civilian-tech gap with the US is narrowing amid institutional differences. | · | tweet ↗ |
| 2026-08-16 | · | @Kunluntalk | · | Forecasts a narrowing US-China AI gap and potential Chinese civilian-sector leadership. | · | tweet ↗ |
| 2026-08-15 | TSLA | @Kunluntalk | +0.45 | Reports Musk saying Tesla expanded Japan investment and argues strongly for FSD adoption. | +1.9% | 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.