@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
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 60% hit rate, +1.33% mean alpha, trader score +2.12. Their last-14d mentions, direction-adjusted, have moved -11.1% since posting (mean over 15 mentions with price data).
fintegrate is primarily disclosing and defending long exposure in ARM, ALAB, ASML, MSFT, META, and WTC, with emphasis on holding strong businesses and pressing winners. The distinctive read is a barbell: own AI and software compounders while flagging froth around SpaceX-style megacap comparisons. Late-week activity is dominated by position updates rather than fresh directional calls, especially ARM and ALAB holds.
The week is disclosure-heavy rather than trade-call-heavy, with late-window posts centered on holding ARM and ALAB and pressing a broader winner basket. Conviction appears concentrated in AI-exposed compounders, while the author stays cautious on SpaceX-style froth and relative megacap comparisons. There are no explicit adds, trims, exits, or directional call signals in the input.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | AXON | @fintegrate | +0.15 | Says AXON has improved but remains unconvinced it will not round-trip next week. | — | tweet ↗ |
| 2026-06-30 | AXON | @fintegrate | +0.25 | AXON and PME down 60%+ and 70%+ from lows this year despite decade compounder status. | +6.5% | tweet ↗ |
| 2026-06-30 | PME | @fintegrate | +0.25 | AXON and PME down 60%+ and 70%+ from lows this year despite decade compounder status. | · | tweet ↗ |
| 2026-06-30 | PME | @fintegrate | +0.45 | Notes PME doubled after sentiment was very negative and suggests others may follow. | · | tweet ↗ |
| 2026-06-29 | ALAB | @fintegrate | +0.20 | Notes ALAB became a 5-bagger and asks why it is moving higher. | -10.9% | tweet ↗ |
| 2026-06-27 | ASML | @fintegrate | +0.10 | Discloses PME is now #4 position and comments on portfolio winners and losers. | -1.4% | tweet ↗ |
| 2026-06-27 | WTC | @fintegrate | +0.10 | Discloses PME is now #4 position and comments on portfolio winners and losers. | · | tweet ↗ |
| 2026-06-27 | FICO | @fintegrate | -0.10 | Discloses PME is now #4 position and comments on portfolio winners and losers. | +7.4% | tweet ↗ |
| 2026-06-27 | CRWD | @fintegrate | +0.10 | Discloses PME is now #4 position and comments on portfolio winners and losers. | -72.3% | tweet ↗ |
| 2026-06-27 | PME | @fintegrate | +0.35 | Discloses PME is now #4 position and comments on portfolio winners and losers. | · | tweet ↗ |
| 2026-06-27 | MELI | @fintegrate | -0.15 | Discloses PME is now #4 position and comments on portfolio winners and losers. | +5.3% | tweet ↗ |
| 2026-06-26 | MSFT | @fintegrate | -0.10 | Notes MSFT moves 5-6% daily like a meme and market feels whacked. | +4.7% | tweet ↗ |
| 2026-06-25 | · | @fintegrate | · | Says owning large hyperscalers looks like the pain trade going forward. | · | tweet ↗ |
| 2026-06-25 | MU | @fintegrate | +0.55 | Author continues to ride a high $700s MU position after liking the report. | -19.6% | tweet ↗ |
| 2026-06-25 | PME | @fintegrate | +0.55 | Author says first PME adds in 10 years are green and may prove a gift in 2-3 years. | · | 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.