Author
@LouBasenese LouBasenese
grade Cx.com/LouBasenese ↗
Newsletter founder threading a high-conviction AI-infrastructure secular bull thesis with contrarian macro reframes.
Posts reasoned, tickered bull/bear theses and macro narrativ
trader score
-1.62
hit rate
50%
mean α
-0.64%
signals 14d
19
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: 50% hit rate, -0.64% mean alpha, trader score -1.62. Their last-14d mentions, direction-adjusted, have moved -4.0% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @LouBasenese | · | Endorses reduced reliance on constant central-bank forward guidance as necessary. | · | tweet ↗ |
| 2026-08-28 | VKTX | @LouBasenese | +0.55 | Expects next-generation GLP-1 efficacy and treated indications to keep expanding, citing VKTX. | — | tweet ↗ |
| 2026-08-28 | LLY | @LouBasenese | +0.80 | Expects expanding GLP-1 approvals, identifies LLY as the winner and NVO as a value trap. | — | tweet ↗ |
| 2026-08-28 | NVO | @LouBasenese | -0.75 | Expects expanding GLP-1 approvals, identifies LLY as the winner and NVO as a value trap. | — | tweet ↗ |
| 2026-08-28 | MRK | @LouBasenese | +0.00 | Expects expanding GLP-1 approvals, identifies LLY as the winner and NVO as a value trap. | — | tweet ↗ |
| 2026-08-26 | NVDA | @LouBasenese | -0.15 | Expresses concern for NVDA, but the linked context is unavailable. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @LouBasenese | -0.80 | States a strong ethical bearish stance and that the author has never owned and will never own META. | +0.3% | tweet ↗ |
| 2026-08-26 | META | @LouBasenese | -0.65 | Uses META's $16.68B payment to imply wrongdoing and express a negative view. | +0.3% | tweet ↗ |
| 2026-08-25 | · | @LouBasenese | · | Says consumer-confidence expectations are more depressed than during COVID while questioning sentiment data. | · | tweet ↗ |
| 2026-08-20 | GANX | @LouBasenese | +0.55 | Highlights GANX entering Phase 2 with promising data. | · | tweet ↗ |
| 2026-08-20 | META | @LouBasenese | +0.35 | Suggests Meta shares consistently appear inexpensive. | +5.9% | tweet ↗ |
| 2026-08-19 | MRK | @LouBasenese | +0.70 | Celebrates MRK and MRNA medical progress as a major advance with immediate impact. | -2.5% | tweet ↗ |
| 2026-08-19 | MRNA | @LouBasenese | +0.70 | Celebrates MRK and MRNA medical progress as a major advance with immediate impact. | -20.9% | tweet ↗ |
| 2026-08-19 | · | @LouBasenese | · | Expects AI-related job creation to arrive quickly despite near-term lag. | · | tweet ↗ |
| 2026-08-19 | · | @LouBasenese | · | Advocates position sizing, diversification and patience as a route to better outcomes. | · | 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.