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
-1.02
hit rate
45%
mean α
-0.50%
signals 14d
100

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: 45% hit rate, -0.50% mean alpha, trader score -1.02. Their last-14d mentions, direction-adjusted, have moved +0.4% since posting (mean over 54 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@vontuchman·Observes that few unspecified assets are below the prior day's lows.·
2026-10-16VIX@vontuchman+0.15Notes VIX is only at 17 while market stress already feels elevated.·
2026-10-16VIX@vontuchman+0.10Notes that VIX remains at only 17 amid visible market stress.·
2026-10-16TSLA@vontuchman-0.20Notes that auto prototypes often never launch and that the base model lacks the showcased rockets.+4.9%
2026-10-16TSLA@vontuchman+0.05Suggests shared neural-network architecture with FSD but explicitly expresses uncertainty.+4.9%
2026-10-16TSLA@vontuchman+0.35Says the vehicle showcases the innovation and boldness Tesla fans want to see.+4.9%
2026-10-16TSLA@vontuchman+0.25Expects Optimus to remain competitive but flags a risk that FSD technology may not suit humanoids.+4.9%
2026-10-16SOXX@vontuchman-0.45Reports a ninth consecutive decline for semiconductors and SOXX down 1.1% premarket.-3.1%
2026-10-16TSLA@vontuchman+0.30Attributes roughly $30 billion of market-cap appreciation to a costly but effective marketing event.+4.9%
2026-10-16TSLA@vontuchman-0.35Mocks the Roadster's repeated delays, saying production has stayed two years away for a decade.+4.9%
2026-10-16TSLA@vontuchman-0.55Calls the Roadster technological showboating and predicts it probably never reaches sale.+4.9%
2026-10-16TSLA@vontuchman-0.15Revises an initially positive view of the vehicle's appearance while noting it is only a prototype.+4.9%
2026-10-16TSLA@vontuchman-0.30Highlights that the newly presented Roadster was already unveiled eight years earlier.+4.9%
2026-10-16TSLA@vontuchman+0.75Discloses owning Tesla and argues its superior technology cannot be valued conventionally.+4.9%
2026-10-15TSLA@vontuchman+0.00States the Tesla Roadster event begins in five hours and asks who will watch live.+2.7%

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.