Author

@fintegrate fintegrate

Transparent long-only growth investor riding the AI-complex with disclosed live positions

Posts a running, openly-sized portfolio of AI/growth equitie

trader score
-0.11
hit rate
50%
mean α
-0.06%
signals 14d
7

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, -0.06% mean alpha, trader score -0.11. Their last-14d mentions, direction-adjusted, have moved -7.4% since posting (mean over 6 mentions with price data).

Recent signals7receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15RKLB@fintegrate+0.75Plans to add RKLB as it approaches the author's buy zone. — Author is underweight and wants to add RKLB near a preferred entry zone.-4.8%
2026-10-14WTC@fintegrate-0.30Author says the result was unsurprising but relies on unseen linked context.·
2026-10-10ADBE@fintegrate-0.75Argues Meta Muse creates a structural competitive headwind for Adobe's consumer and SMB businesses.+8.9%
2026-10-10META@fintegrate+0.55Argues Meta Muse creates a structural competitive headwind for Adobe's consumer and SMB businesses.-10.6%
2026-10-10CRWD@fintegrate+0.85Reports CrowdStrike became the author's tenth ten-bagger, rising nearly 11x since the first 2020 purchase.-6.4%
2026-10-06META@fintegrate+0.25Expresses patience and an expectation that META will eventually work out.-13.0%
2026-10-06MSFT@fintegrate+0.50Looks back at two prior opportunities for roughly 50% MSFT returns.-0.9%

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.