@FranVezz FranVezz
Disciplined momentum swing trader running a leaders-focused newsletter with transparent, stop-driven trade management
Trades leading US growth/momentum stocks long, posting real-
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, +0.72% mean alpha, trader score +0.67. Their last-14d mentions, direction-adjusted, have moved -8.4% since posting (mean over 137 mentions with price data).
FranVezz is mainly trading liquid AI/data-center leaders, repeatedly disclosing longs in MU, SNDK, MRVL, and DELL while highlighting SNDK and MU strength. The distinctive read is tactical: own leading semis and infrastructure names, trim strength, avoid chasing extended moves, and only add exposure when setups tighten. Late week, software enthusiasm faded after SNOW/DDOG chop, while macro posture turned more constructive with plans to push exposure next week.
Conviction stayed concentrated in semis and data-center longs, especially MU, SNDK, MRVL, and DELL, with repeated position disclosures and SNDK/MU strength. Software exposure faded after the SNOW long and DDOG/SNOW chop, while PANW and FROG remained watchlist-quality setups. Late week he sounded more willing to push exposure, but with a consistent rule of trimming strength and avoiding extended chases.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @FranVezz | · | Memory, semis, data centers and optics charts are described as brutal. | · | tweet ↗ |
| 2026-07-02 | DELL | @FranVezz | -0.40 | Author says they were stopped out of DELL this morning and price fell further. | — | tweet ↗ |
| 2026-07-02 | MU | @FranVezz | +0.30 | Final profits taken in MU for nearly +115% from entry. | — | tweet ↗ |
| 2026-07-02 | MRVL | @FranVezz | -0.50 | Author took off MRVL yesterday below cost and notes it is nearly 12% lower now. | — | tweet ↗ |
| 2026-07-02 | NBIS | @FranVezz | -0.50 | Author recaps selling NBIS and says it is nearly 11% lower since the sale. | — | tweet ↗ |
| 2026-07-01 | FTNT | @FranVezz | +0.30 | Says FTNT, DELL and CRWD are holding up very well. | -1.7% | tweet ↗ |
| 2026-07-01 | CRWD | @FranVezz | +0.30 | Says FTNT, DELL and CRWD are holding up very well. | +0.4% | tweet ↗ |
| 2026-07-01 | DELL | @FranVezz | +0.30 | Says FTNT, DELL and CRWD are holding up very well. | -7.3% | tweet ↗ |
| 2026-07-01 | NBIS | @FranVezz | -0.35 | Reports biggest loss in years on NBIS gap down and exited minutes into session. | -5.9% | tweet ↗ |
| 2026-06-30 | NCFD | @FranVezz | +0.20 | Newsletter says new longs MRVL and NBIS entered portfolio; broader semis constructive. | · | tweet ↗ |
| 2026-06-30 | MRVL | @FranVezz | +0.70 | Newsletter says new longs MRVL and NBIS entered portfolio; broader semis constructive. | -17.7% | tweet ↗ |
| 2026-06-30 | QQQ | @FranVezz | +0.10 | Newsletter says new longs MRVL and NBIS entered portfolio; broader semis constructive. | -3.2% | tweet ↗ |
| 2026-06-30 | NBIS | @FranVezz | +0.70 | Newsletter says new longs MRVL and NBIS entered portfolio; broader semis constructive. | -21.9% | tweet ↗ |
| 2026-06-30 | SPY | @FranVezz | +0.10 | Newsletter says new longs MRVL and NBIS entered portfolio; broader semis constructive. | -0.3% | tweet ↗ |
| 2026-06-30 | SMH | @FranVezz | +0.50 | Newsletter says new longs MRVL and NBIS entered portfolio; broader semis constructive. | -9.7% | 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.