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
+0.50
hit rate
55%
mean α
+0.39%
signals 14d
12
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: 55% hit rate, +0.39% mean alpha, trader score +0.50. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 6 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AAPL | @tculpan | -0.55 | Says Apple is insecure and struggling to stay relevant in the supply chain. | — | tweet ↗ |
| 2026-07-02 | MU | @tculpan | +0.15 | Says Apple failed to limit Micron price rises because it lacks supply-chain leverage. | — | tweet ↗ |
| 2026-07-02 | AAPL | @tculpan | -0.45 | Says Apple failed to limit Micron price rises because it lacks supply-chain leverage. | — | tweet ↗ |
| 2026-07-01 | MU | @tculpan | -0.25 | Skeptical remark that Micron is afraid of antitrust suits. | -5.5% | tweet ↗ |
| 2026-07-01 | AAPL | @tculpan | -0.20 | Headline references Apple's chipflation dilemma. | +4.8% | tweet ↗ |
| 2026-07-01 | AAPL | @tculpan | -0.35 | Says Apple's device price hike is not pricing power, the exact opposite. | +4.8% | tweet ↗ |
| 2026-07-01 | AAPL | @tculpan | -0.30 | Apple raised device prices and blamed memory-chip makers; author says that is not real reason. | +4.8% | tweet ↗ |
| 2026-06-29 | · | @tculpan | · | AI boom benefits air freight carriers; EVA cargo is 40% AI servers. | · | tweet ↗ |
| 2026-06-25 | MU | @tculpan | -0.25 | Criticizes Apple and Micron blaming each other over DRAM capacity decisions. | -19.6% | tweet ↗ |
| 2026-06-25 | AAPL | @tculpan | -0.25 | Criticizes Apple and Micron blaming each other over DRAM capacity decisions. | +12.2% | tweet ↗ |
| 2026-06-25 | · | @tculpan | · | Mentions memory revenue ASP rise and TSMC price hikes, but no explicit ticker. | · | tweet ↗ |
| 2026-06-23 | · | @tculpan | · | Exclusive says TSMC is raising prices on over 75% of wafer revenue base. | · | 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.