Author
@pitdesi
grade Cx.com/pitdesi ↗
Sheel Mohnot is a fintech/vertical-AI seed investor with a large audience and occasional fintech/public-company commentary, but the feed is mostly VC, startups, policy, and general
trader score
+1.94
hit rate
65%
mean α
+0.73%
signals 14d
15
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: 65% hit rate, +0.73% mean alpha, trader score +1.94. Their last-14d mentions, direction-adjusted, have moved +4.2% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-23 | · | @pitdesi | · | Expresses a bullish view on New York technology while criticizing a raw-headcount talent comparison. | · | tweet ↗ |
| 2026-08-22 | BKNG | @pitdesi | +0.55 | Shows how three extreme winners drove a seven-stock 2001 basket from $7,000 to $990,000. | -1.9% | tweet ↗ |
| 2026-08-22 | MSTR | @pitdesi | +0.55 | Shows how three extreme winners drove a seven-stock 2001 basket from $7,000 to $990,000. | +6.8% | tweet ↗ |
| 2026-08-22 | AMZN | @pitdesi | +0.55 | Shows how three extreme winners drove a seven-stock 2001 basket from $7,000 to $990,000. | +3.0% | tweet ↗ |
| 2026-08-21 | · | @pitdesi | · | Characterizes tariffs as a tax that raises costs for consumers. | · | tweet ↗ |
| 2026-08-20 | · | @pitdesi | · | Details extensive autonomous personal-agent capabilities and argues the product harness is strategically differentiated. | · | tweet ↗ |
| 2026-08-20 | · | @pitdesi | · | Reports a sharp collapse in public support for nearby data centers across political groups. | · | tweet ↗ |
| 2026-08-19 | · | @pitdesi | · | Criticizes Texas opposition to AI data centers and calls the water concern nonsense. | · | tweet ↗ |
| 2026-08-19 | · | @pitdesi | · | Observes falling net college prices alongside rising sticker prices and greater price discrimination. | · | tweet ↗ |
| 2026-08-19 | · | @pitdesi | · | Breaks down acquisition and construction costs for a San Francisco office-to-residential conversion. | · | tweet ↗ |
| 2026-08-18 | UBER | @pitdesi | +0.40 | Uses a 2014 ride-hailing example to argue surge pricing improves supply availability versus price caps. | +5.6% | tweet ↗ |
| 2026-08-18 | · | @pitdesi | · | Warns that worsening local politics and proposed pauses create a major data-center sector problem. | · | tweet ↗ |
| 2026-08-18 | · | @pitdesi | · | Announces Basis built a product for small accounting firms and solo practitioners. | · | tweet ↗ |
| 2026-08-17 | · | @pitdesi | · | Expresses approval of Trump's policy stance toward data centers. | · | tweet ↗ |
| 2026-08-17 | KSPI | @pitdesi | +0.55 | Bullish on Kazakhstan and highlights Kaspi's scale and broad fintech platform. | +7.3% | 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.