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
+0.63
hit rate
50%
mean α
+1.20%
signals 14d
8
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 6 scored bets: 50% hit rate, +1.20% mean alpha, trader score +0.63.
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @dee_bosa | · | Says AI capabilities are improving rapidly while rejecting the claim that SaaS is dead. | · | tweet ↗ |
| 2026-08-28 | · | @dee_bosa | · | Frames AI as the next technology shift changing lives, portfolios and media formats. | · | tweet ↗ |
| 2026-08-21 | · | @dee_bosa | · | Suggests open-source AI models offer a compelling price-performance advantage for enterprise evaluation. | · | tweet ↗ |
| 2026-08-21 | · | @dee_bosa | · | Argues the industry needs a better deal for affected communities, not merely a new narrative. | · | tweet ↗ |
| 2026-08-21 | · | @dee_bosa | · | Endorses the view that informed observers are increasingly opposing the industry in question. | · | tweet ↗ |
| 2026-08-20 | · | @dee_bosa | · | Argues comprehension and education are major bottlenecks to adoption of rapidly shipping AI tools. | · | tweet ↗ |
| 2026-08-16 | · | @dee_bosa | · | Proposes broad defensive access to powerful AI as a deterrent against hostile AI capabilities. | · | tweet ↗ |
| 2026-08-15 | · | @dee_bosa | · | Contrasts abstract US AGI messaging with China's positioning of AI as cheap, immediately useful technology. | · | 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.