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
-0.30
hit rate
53%
mean α
-0.24%
signals 14d
5
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 19 scored bets: 53% hit rate, -0.24% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -4.4% since posting (mean over 4 mentions with price data).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | META | @LouBasenese | -0.50 | Sarcastically criticizes Zuckerberg's comments and says results should speak instead. | -13.5% | tweet ↗ |
| 2026-10-06 | AAPL | @LouBasenese | +0.50 | Bullishly compares Nvidia's developing setup with Apple. | +4.2% | tweet ↗ |
| 2026-10-06 | NVDA | @LouBasenese | +0.80 | Bullishly compares Nvidia's developing setup with Apple. | -11.8% | tweet ↗ |
| 2026-10-05 | · | @LouBasenese | · | Says signed deals must become recurring revenue before the market grants full credit. | · | tweet ↗ |
| 2026-10-05 | WULF | @LouBasenese | +0.50 | TeraWulf increased contracted power at its Muskie campus from 500 MW to 1 GW and advanced phase two to 2029. | -23.5% | 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.