@Frenchie_ Frenchie_
French AI-hardware supply-chain analyst hunting under-followed photonics, MCU and sovereignty plays
Builds and shares tickered thematic baskets and conviction l
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: 55% hit rate, -0.62% mean alpha, trader score -0.57. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 32 mentions with price data).
Frenchie_ is mostly pressing bullish semiconductor exposure, especially optical and AI photonics names, while also framing STMicro and Chinese/Korean semiconductor ecosystems as sovereignty-driven opportunities. The distinctive read is a basket approach across optical infrastructure and national chip supply chains rather than a single mega-cap AI trade. No CALL_DIRECTIONAL trades were present, but disclosed positioning shows owned optical stack names with reduced AXTI exposure.
The author stayed broadly bullish on semiconductors, with concentration in optical stack and AI photonics exposures plus sovereignty-linked semiconductor baskets. Position disclosures show held optical names and a specific trim in AXTI, while no CALL_DIRECTIONAL entries indicate explicit adds or new trade initiations. There is no clear flip; the only notable change is reduced AXTI exposure inside an otherwise bullish optical framework.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | SPCX | @Frenchie_ | +0.00 | Framework on China semiconductor selloff, regulation, valuation, and retail flow. | · | tweet ↗ |
| 2026-07-02 | · | @Frenchie_ | · | Sarcastic skepticism toward humanoid, optics, and memory market narratives. | · | tweet ↗ |
| 2026-07-01 | CRWV | @Frenchie_ | +0.20 | Argues NBIS is undervalued and Meta compute narrative is misunderstood despite market reaction. | -4.6% | tweet ↗ |
| 2026-07-01 | NVDA | @Frenchie_ | +0.00 | Argues NBIS is undervalued and Meta compute narrative is misunderstood despite market reaction. | -1.4% | tweet ↗ |
| 2026-07-01 | META | @Frenchie_ | +0.25 | Argues NBIS is undervalued and Meta compute narrative is misunderstood despite market reaction. | -4.9% | tweet ↗ |
| 2026-07-01 | NBIS | @Frenchie_ | +0.65 | Argues NBIS is undervalued and Meta compute narrative is misunderstood despite market reaction. | -5.9% | tweet ↗ |
| 2026-07-01 | MU | @Frenchie_ | +0.00 | Argues NBIS is undervalued and Meta compute narrative is misunderstood despite market reaction. | -5.5% | tweet ↗ |
| 2026-07-01 | GOOGL | @Frenchie_ | +0.00 | Argues NBIS is undervalued and Meta compute narrative is misunderstood despite market reaction. | -0.4% | tweet ↗ |
| 2026-06-30 | MXL | @Frenchie_ | +0.65 | Bullish MXL AI repricing thesis citing growth, guidance raise, PT increases and index shift. | -27.3% | tweet ↗ |
| 2026-06-30 | VPG | @Frenchie_ | +0.35 | Author says market identified VPG as a robotics pure play. | -18.9% | tweet ↗ |
| 2026-06-29 | OUST | @Frenchie_ | -0.25 | Sarcastic-sounding question implying disbelief about OUST move. | -7.8% | tweet ↗ |
| 2026-06-29 | · | @Frenchie_ | · | Bullish thematic view on South Korean robotics and retail inflows. | · | tweet ↗ |
| 2026-06-28 | · | @Frenchie_ | · | Describes Korea rotation from mega-cap semis to KOSDAQ robotics/biotech on investment plan. | · | tweet ↗ |
| 2026-06-28 | SOI | @Frenchie_ | -0.25 | Discusses retail attention rotation from photonics to physical AI names using X Radar. | · | tweet ↗ |
| 2026-06-28 | OUST | @Frenchie_ | +0.25 | Discusses retail attention rotation from photonics to physical AI names using X Radar. | +18.6% | 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.