Author
@shanaka86 shanaka86
grade Ax.com/shanaka86 ↗
Long-form macro-geopolitical analyst mapping chokepoints to crypto, oil and AI compute plumbing
Writes dense original frameworks tying geopolitics (Iran-Hor
trader score
+1.96
hit rate
60%
mean α
+0.79%
signals 14d
147
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: 60% hit rate, +0.79% mean alpha, trader score +1.96. Their last-14d mentions, direction-adjusted, have moved -0.8% since posting (mean over 54 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @shanaka86 | · | Finds at least 843 of 885 disclosed Fed repo transactions were tests lacking a test flag. | · | tweet ↗ |
| 2026-08-27 | · | @shanaka86 | · | Original analysis argues Fed repo disclosure schemas mislabel tests and overstate facility stigma. | · | tweet ↗ |
| 2026-08-27 | · | @shanaka86 | · | Analyzes SEC registration-fee arithmetic and a record-scale estimate of corporate securities registrations. | · | tweet ↗ |
| 2026-08-27 | PFE | @shanaka86 | -0.15 | Details UK, EU, and US warning-label treatment of a potentially fatal Elrexfio-associated infection. | -0.2% | tweet ↗ |
| 2026-08-26 | · | @shanaka86 | · | Reports CBP will make export filings fatal when BIS license tolerance is exceeded from September 25. | · | tweet ↗ |
| 2026-08-26 | · | @shanaka86 | · | Documents a Pentagon country-code collision that apparently corrupted arms-funding notices. | · | tweet ↗ |
| 2026-08-26 | · | @shanaka86 | · | Argues Germany's headline auction demand ratio masks weak true bid-to-offer demand. | · | tweet ↗ |
| 2026-08-26 | MSFT | @shanaka86 | -0.20 | Detailed thesis warns uncommenced AI data-center leases create large future liabilities, especially for Oracle. | +3.5% | tweet ↗ |
| 2026-08-26 | NVDA | @shanaka86 | +0.00 | Detailed thesis warns uncommenced AI data-center leases create large future liabilities, especially for Oracle. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @shanaka86 | -0.20 | Detailed thesis warns uncommenced AI data-center leases create large future liabilities, especially for Oracle. | +0.3% | tweet ↗ |
| 2026-08-26 | ORCL | @shanaka86 | -0.70 | Detailed thesis warns uncommenced AI data-center leases create large future liabilities, especially for Oracle. | +1.3% | tweet ↗ |
| 2026-08-26 | AMZN | @shanaka86 | -0.20 | Detailed thesis warns uncommenced AI data-center leases create large future liabilities, especially for Oracle. | +2.4% | tweet ↗ |
| 2026-08-26 | GOOGL | @shanaka86 | -0.20 | Detailed thesis warns uncommenced AI data-center leases create large future liabilities, especially for Oracle. | +1.3% | tweet ↗ |
| 2026-08-25 | · | @shanaka86 | · | Reports a secret CIA director trip to Moscow enabled by a three-day Ukrainian strike pause. | · | tweet ↗ |
| 2026-08-25 | · | @shanaka86 | · | Investigates Oregon private-equity benchmark selection, unrealized value and allocation governance. | · | 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.