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
+1.70
hit rate
50%
mean α
+1.83%
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: 50% hit rate, +1.83% mean alpha, trader score +1.70. Their last-14d mentions, direction-adjusted, have moved -8.7% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @LouBasenese | · | Argues Mag 7 lag with broader breadth is bullish for stocks. | · | tweet ↗ |
| 2026-07-02 | IWM | @LouBasenese | +0.25 | Discusses broadening rally, META AI cloud, IBB breakouts and equal-weight strength. | — | tweet ↗ |
| 2026-07-02 | IBB | @LouBasenese | +0.35 | Discusses broadening rally, META AI cloud, IBB breakouts and equal-weight strength. | — | tweet ↗ |
| 2026-07-02 | META | @LouBasenese | +0.25 | Discusses broadening rally, META AI cloud, IBB breakouts and equal-weight strength. | — | tweet ↗ |
| 2026-07-02 | MAGS | @LouBasenese | -0.05 | Discusses broadening rally, META AI cloud, IBB breakouts and equal-weight strength. | — | tweet ↗ |
| 2026-07-01 | SOXX | @LouBasenese | +0.55 | Says chip stocks show total dominance of the leaderboard. | -5.6% | tweet ↗ |
| 2026-07-01 | · | @LouBasenese | · | Dismisses real-time AI race scorekeeping as innovation moves too fast. | · | tweet ↗ |
| 2026-07-01 | · | @LouBasenese | · | Pushes back on AI panic after blocked models get unblocked. | · | tweet ↗ |
| 2026-06-30 | · | @LouBasenese | · | Argues AI race is not over and favors AI infrastructure builders over panic headlines. | · | tweet ↗ |
| 2026-06-29 | · | @LouBasenese | · | I just started buying last week. — Author says started buying recently, but no ticker is available in standalone tweet. | · | tweet ↗ |
| 2026-06-28 | · | @LouBasenese | · | Author dismisses the Sell America trade as an unaccountable failed bearish playbook. | · | tweet ↗ |
| 2026-06-26 | · | @LouBasenese | · | Author rejects fear-based perma-bear commentary as not portfolio-building. | · | tweet ↗ |
| 2026-06-26 | MU | @LouBasenese | +0.65 | Author argues MU supply shortages and unprecedented demand disprove AI slowing concerns. | -13.8% | tweet ↗ |
| 2026-06-26 | SPCX | @LouBasenese | -0.45 | Author asks if SPCX will close below 150 and make non-IPO buyers bag holders. | · | tweet ↗ |
| 2026-06-26 | · | @LouBasenese | · | Author gives oil-to-gas price pass-through math and lag timing. | · | 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.