Author
@dee_bosa dee_bosa
grade Bx.com/dee_bosa ↗
CNBC tech journalist mapping AI unit economics and hyperscaler funding pressures
Reports and frames the economics of the AI buildout — capex
trader score
+0.03
hit rate
44%
mean α
+0.04%
signals 14d
20
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 9 scored bets: 44% hit rate, +0.04% mean alpha, trader score +0.03. Their last-14d mentions, direction-adjusted, have moved -3.0% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @dee_bosa | -0.20 | Discusses messy AI trade, Meta excess compute, hiring, open models and AI getting cheaper. | — | tweet ↗ |
| 2026-07-02 | · | @dee_bosa | · | Argues US taking 5% of OpenAI would fit industrial strategy with upside. | · | tweet ↗ |
| 2026-07-01 | · | @dee_bosa | · | Argues AI model layer is commoditizing while selling compute is the better business. | · | tweet ↗ |
| 2026-07-01 | META | @dee_bosa | -0.20 | Questions compute scarcity if Meta has excess compute and neoclouds are selling off. | -4.9% | tweet ↗ |
| 2026-06-30 | · | @dee_bosa | · | Explains Kimi open-sources the model while monetizing via hosted API. | · | tweet ↗ |
| 2026-06-30 | · | @dee_bosa | · | Argues open source AI can be monetized and US firms should build better open model businesses. | · | tweet ↗ |
| 2026-06-30 | · | @dee_bosa | · | Frames enterprise AI playbook around owning and tuning open models instead of renting closed models. | · | tweet ↗ |
| 2026-06-30 | · | @dee_bosa | · | Argues US restrictions on Chinese models would backfire and benefit Beijing's AI ecosystem. | · | tweet ↗ |
| 2026-06-28 | · | @dee_bosa | · | Frames AI model access as an emerging geopolitical policy lever. | · | tweet ↗ |
| 2026-06-26 | · | @dee_bosa | · | Describes Z.ai GLM 5.2 as shifting AI benchmark focus to intelligence per dollar. | · | tweet ↗ |
| 2026-06-26 | · | @dee_bosa | · | Argues Washington policy is helping Chinese AI competitors. | · | tweet ↗ |
| 2026-06-25 | · | @dee_bosa | · | Flags Chinese open-source AI adoption and OpenAI chip discussion. | · | tweet ↗ |
| 2026-06-22 | META | @dee_bosa | -0.20 | Contrasts Chinese AI lab gains with US AI names falling sharply. | +3.4% | tweet ↗ |
| 2026-06-22 | AMZN | @dee_bosa | -0.25 | Contrasts Chinese AI lab gains with US AI names falling sharply. | +4.2% | tweet ↗ |
| 2026-06-22 | GOOGL | @dee_bosa | -0.35 | Contrasts Chinese AI lab gains with US AI names falling sharply. | +2.9% | 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.