Author
@vontuchman vontuchman
grade Ax.com/vontuchman ↗
Finnish AI/semis specialist mixing supply-chain detective work with bubble-aware long/short trading
Posts deep, mostly reply-context theses on AI and semiconduc
trader score
+0.13
hit rate
60%
mean α
+0.12%
signals 14d
46
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: 60% hit rate, +0.12% mean alpha, trader score +0.13. Their last-14d mentions, direction-adjusted, have moved +1.5% since posting (mean over 17 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @vontuchman | · | Warns that weak inflation credibility could lift long-term rates, which would also be harmful. | · | tweet ↗ |
| 2026-08-28 | · | @vontuchman | · | Argues delayed inflation control eventually requires harsher tightening that causes greater economic damage. | · | tweet ↗ |
| 2026-08-28 | · | @vontuchman | · | Reports Warsh's hawkish speech, a 60% September hike probability and a greater-than-1% Nasdaq reversal. | · | tweet ↗ |
| 2026-08-27 | MSTR | @vontuchman | -0.50 | Says goodbye to Strategy and Coinbase and will continue through crypto warrants. | -7.3% | tweet ↗ |
| 2026-08-27 | COIN | @vontuchman | -0.50 | Says goodbye to Strategy and Coinbase and will continue through crypto warrants. | -6.3% | tweet ↗ |
| 2026-08-27 | · | @vontuchman | · | Author says they invest in Strategy rather than Bitcoin, mainly through warrants. | · | tweet ↗ |
| 2026-08-27 | · | @vontuchman | · | Author discloses an 8% semiconductor ETF allocation plus two smaller positions. | · | tweet ↗ |
| 2026-08-27 | AAPL | @vontuchman | +0.40 | Author discloses current portfolio weights, including Nvidia increased from 15% to 30%. | +1.6% | tweet ↗ |
| 2026-08-27 | MSTR | @vontuchman | +0.65 | Author discloses current portfolio weights, including Nvidia increased from 15% to 30%. | -7.3% | tweet ↗ |
| 2026-08-27 | NVDA | @vontuchman | +0.80 | Author discloses current portfolio weights, including Nvidia increased from 15% to 30%. | -4.6% | tweet ↗ |
| 2026-08-27 | COIN | @vontuchman | +0.35 | Author discloses current portfolio weights, including Nvidia increased from 15% to 30%. | -6.3% | tweet ↗ |
| 2026-08-27 | GOOGL | @vontuchman | +0.45 | Author discloses current portfolio weights, including Nvidia increased from 15% to 30%. | +1.7% | tweet ↗ |
| 2026-08-26 | NVDA | @vontuchman | +0.65 | Relays Jensen's claim that next-year sales would grow well above 70% absent production constraints. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @vontuchman | +0.80 | Enthusiastically endorses Nvidia's very strong next-year forecast. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @vontuchman | +0.60 | Reports Nvidia CFO guidance for roughly 70% fiscal-2028 revenue growth. | +3.8% | 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.