Author
@tculpan tculpan
grade Ax.com/tculpan ↗
Veteran semiconductor journalist dissecting the Asia chip supply chain with primary scoops
Reports and analyzes the global semiconductor and AI-hardwar
trader score
-0.13
hit rate
40%
mean α
-0.08%
signals 14d
22
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: 40% hit rate, -0.08% mean alpha, trader score -0.13. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @tculpan | · | Sony's failure to capture the AI boom is presented as renewing the case for a breakup. | · | tweet ↗ |
| 2026-08-26 | · | @tculpan | · | The author concludes Sony's AI and conglomerate strategy hurt investors but restructuring offers hope. | · | tweet ↗ |
| 2026-08-26 | · | @tculpan | · | Mocks Sony's limited participation in the AI boom, but no supported public ticker is explicitly provided. | · | tweet ↗ |
| 2026-08-23 | · | @tculpan | · | Expects AI and data centers to become a larger election issue due to local opposition. | · | tweet ↗ |
| 2026-08-23 | TSM | @tculpan | -0.15 | Severe flooding shuts southern Taiwan counties after an earlier drought threatened TSMC. | -0.3% | tweet ↗ |
| 2026-08-23 | · | @tculpan | · | Argues current growth is inflation-driven and prices will fall when supply growth arrives. | · | tweet ↗ |
| 2026-08-23 | GOOGL | @tculpan | +0.15 | Compal reportedly won Google TPU server orders, with more cloud-provider orders expected. | +0.5% | tweet ↗ |
| 2026-08-21 | MU | @tculpan | -0.35 | Argues Micron's Boise investment promotion will not materially expand US memory production | -3.5% | tweet ↗ |
| 2026-08-20 | · | @tculpan | · | Frames SK Hynix's matched U.S. fundraising and Korean buyback as a cross-border cash transfer. | · | tweet ↗ |
| 2026-08-20 | · | @tculpan | · | Warns China's willingness to cut supply undermines prospects for peaceful Taiwan unification. | · | tweet ↗ |
| 2026-08-19 | · | @tculpan | · | Reports a six-month Hiwin lead time as AI, robotics and optics drive machine-tool demand. | · | tweet ↗ |
| 2026-08-19 | MU | @tculpan | +0.40 | Describes Micron's opportunistic distressed acquisition of a partner in 2001. | -0.5% | tweet ↗ |
| 2026-08-19 | MU | @tculpan | +0.50 | Explains why Micron's TECH deal secured discounted chip supply and proved lucrative. | -0.5% | tweet ↗ |
| 2026-08-19 | 000660.KS | @tculpan | -0.60 | Calls SK Hynix's proposed $29B buyback desperate and questions what management knows. | · | tweet ↗ |
| 2026-08-19 | MU | @tculpan | -0.10 | States Micron has little production in America, with Taiwan and Singapore its largest hubs. | -0.5% | 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.