Author
@Frenchie_ Frenchie_
grade Bx.com/Frenchie_ ↗
French AI-hardware supply-chain analyst hunting under-followed photonics, MCU and sovereignty plays
Builds and shares tickered thematic baskets and conviction l
trader score
-1.31
hit rate
35%
mean α
-0.96%
signals 14d
24
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, -0.96% mean alpha, trader score -1.31. Their last-14d mentions, direction-adjusted, have moved -5.9% since posting (mean over 14 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @Frenchie_ | · | Goldman forecasts major upward revisions to humanoid-robot unit demand through 2035. | · | tweet ↗ |
| 2026-10-15 | · | @Frenchie_ | · | Forecasts humanoid-robot demand exceeding production for years. | · | tweet ↗ |
| 2026-10-14 | · | @Frenchie_ | · | Condemns French deindustrialization, public debt and energy policy. | · | tweet ↗ |
| 2026-10-14 | · | @Frenchie_ | · | Market-closing plea conveys distress amid falling prices. | · | tweet ↗ |
| 2026-10-14 | CRWV | @Frenchie_ | -0.55 | Frames neocloud credit stress as near-term risk but remains constructive long term. | -17.6% | tweet ↗ |
| 2026-10-14 | NVDA | @Frenchie_ | +0.25 | Frames neocloud credit stress as near-term risk but remains constructive long term. | -4.7% | tweet ↗ |
| 2026-10-14 | AAPL | @Frenchie_ | +0.55 | Highlights Apple's 40% year-to-date gain. | +1.4% | tweet ↗ |
| 2026-10-12 | KOSPI | @Frenchie_ | -0.25 | Frames Korea's 6% fall as recurring AI and memory FUD rather than a unique breakdown. | · | tweet ↗ |
| 2026-10-12 | AVGO | @Frenchie_ | -0.10 | Frames Korea's 6% fall as recurring AI and memory FUD rather than a unique breakdown. | -9.3% | tweet ↗ |
| 2026-10-11 | · | @Frenchie_ | · | Argues AI may shift human work from solving problems to reverse-engineering machine-generated solutions. | · | tweet ↗ |
| 2026-10-10 | CIEN | @Frenchie_ | +0.90 | Long-term bullish CIEN thesis cites product expansion, a $10B backlog and a four-digit 2028 forecast. | -28.8% | tweet ↗ |
| 2026-10-06 | CIEN | @Frenchie_ | -0.30 | Calls the crowd's rush into Ciena frightening, implying overheating concern. | -27.8% | tweet ↗ |
| 2026-10-05 | NVDA | @Frenchie_ | +0.35 | Reports Nvidia reaching a new all-time high. | -11.7% | tweet ↗ |
| 2026-10-05 | · | @Frenchie_ | · | Argues Wall Street historically underestimates technology cycles and investors are insufficiently bullish. | · | tweet ↗ |
| 2026-10-05 | · | @Frenchie_ | · | Bank of France governor warns France risks being strangled by interest rates without rapid action. | · | 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.