Author

@sonalibasak sonalibasak

Bloomberg-style finance journalist connecting AI capex to credit, rates, and funding markets

Reports and synthesizes markets/finance commentary, threadin

trader score
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hit rate
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mean α
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signals 14d
8

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -19.6% since posting (mean over 1 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30·@sonalibasak·Mid-year AI outlook flags capital raising support, dilution and credit risks, and higher performance bar.·
2026-06-29·@sonalibasak·Argues IPO equity supply concerns are overblown given Goldman deal counts and buybacks.·
2026-06-28·@sonalibasak·Discusses AI impact on productivity, workforce, inflation, and measurement limits.·
2026-06-25MU@sonalibasak+0.35Micron CEO sees supply-demand equilibrium past 2027 and profits surged, though crowding noted.-19.6%
2026-06-24·@sonalibasak·Critiques Fed balance sheet expansion and asset-rich income-poor framework.·
2026-06-24·@sonalibasak·Frames digital and autonomous economy as a national and economic security priority.·
2026-06-22·@sonalibasak·Reports former Fed chair Alan Greenspan died at age 100.·
2026-06-22·@sonalibasak·Hawkish FOMC tone, rising yields and resilient data imply rates stay elevated.·

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.