Author

@fintegrate fintegrate

grade Bx.com/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
-0.89
hit rate
35%
mean α
-0.66%
signals 14d
35

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: 35% hit rate, -0.66% mean alpha, trader score -0.89. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 25 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@fintegrate·Argues tax anchoring to past winners reduces portfolio flexibility and makes index outperformance harder over time.·
2026-08-27CRWD@fintegrate+0.35Author expresses surprise at an apparently extraordinary positive development.-4.2%
2026-08-26CRWD@fintegrate+0.75Attributes CrowdStrike's 10% rise to 51% net-new ARR growth and a powerful AI cybersecurity tailwind.+15.4%
2026-08-26NVDA@fintegrate+0.35Rejects claims of collapsed Nvidia margins and highlights the 5% after-hours rise.+3.8%
2026-08-26META@fintegrate+0.35Argues Meta's settlement exposure was overstated and would stay in the low-to-mid teens billions.+0.3%
2026-08-26MELI@fintegrate+0.35Notes both stocks reversed sharp post-earnings selloffs and questions initial price reactions.+0.8%
2026-08-26AXON@fintegrate+0.30Notes both stocks reversed sharp post-earnings selloffs and questions initial price reactions.-1.1%
2026-08-26WTC@fintegrate+0.75Bullish results analysis predicts a rerating through 2026-27 based on operating metrics.·
2026-08-25WTC@fintegrate+0.45Describes portfolio weighting rules and says PME and WTC worked out very well as exceptions.·
2026-08-25PME@fintegrate+0.45Describes portfolio weighting rules and says PME and WTC worked out very well as exceptions.·
2026-08-24DLO@fintegrate+0.00Discloses holding MA for 14 years as the highest-conviction fintech position and would include V similarly.-0.6%
2026-08-24UPST@fintegrate+0.00Discloses holding MA for 14 years as the highest-conviction fintech position and would include V similarly.-2.7%
2026-08-24MA@fintegrate+0.75Discloses holding MA for 14 years as the highest-conviction fintech position and would include V similarly.-0.8%
2026-08-24V@fintegrate+0.45Discloses holding MA for 14 years as the highest-conviction fintech position and would include V similarly.-0.2%
2026-08-24ISRG@fintegrate+0.40Recaps using the Q1 selloff to scale existing positions in AXON, ISRG, and FICO.-0.3%

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.