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
+0.21
hit rate
45%
mean α
+0.21%
signals 14d
20
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: 45% hit rate, +0.21% mean alpha, trader score +0.21. Their last-14d mentions, direction-adjusted, have moved -8.0% since posting (mean over 18 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | NVDA | @Frenchie_ | +0.85 | NVDA should exceed the prior $250 year-end target. — Reaffirms a $250 year-end target and expects additional upside. | -4.6% | tweet ↗ |
| 2026-08-26 | NVDA | @Frenchie_ | +0.00 | Promotes a Nvidia earnings market review without standalone analysis. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @Frenchie_ | +0.00 | Announces a 9 p.m. live broadcast to discuss Nvidia's earnings results. | +3.8% | tweet ↗ |
| 2026-08-24 | NBIS | @Frenchie_ | +0.00 | Links a market review concerning NBIS and Groq without stating its conclusion. | -0.8% | tweet ↗ |
| 2026-08-24 | NVDA | @Frenchie_ | +0.25 | Recommends research sources covering semiconductors, AI infrastructure, photonics and market narratives. | +4.4% | tweet ↗ |
| 2026-08-21 | · | @Frenchie_ | · | Reports Citadel selling 80% of the Situational Awareness book. | · | tweet ↗ |
| 2026-08-19 | MRVL | @Frenchie_ | +0.80 | Reports a potentially huge Google-Marvell deal and says the MRVL-over-AVGO catch-up trade is strengthening. | -8.7% | tweet ↗ |
| 2026-08-19 | AVGO | @Frenchie_ | -0.60 | Reports a potentially huge Google-Marvell deal and says the MRVL-over-AVGO catch-up trade is strengthening. | +1.7% | tweet ↗ |
| 2026-08-19 | GOOGL | @Frenchie_ | +0.30 | Reports a potentially huge Google-Marvell deal and says the MRVL-over-AVGO catch-up trade is strengthening. | +0.5% | tweet ↗ |
| 2026-08-19 | MRNA | @Frenchie_ | +0.50 | Says Moderna may have validated personalized mRNA cancer vaccines after a 90% premarket move. | -20.9% | tweet ↗ |
| 2026-08-19 | SPCX | @Frenchie_ | -0.20 | Compares Chinese and Western IPO structures and argues China offers scarcity-driven retail asymmetry. | · | tweet ↗ |
| 2026-08-17 | NVDA | @Frenchie_ | +0.25 | Presents four reasons the optical-components cycle is only beginning. | -3.3% | tweet ↗ |
| 2026-08-17 | LITE | @Frenchie_ | +0.70 | Presents four reasons the optical-components cycle is only beginning. | -7.6% | tweet ↗ |
| 2026-08-17 | CIEN | @Frenchie_ | +0.75 | Presents four reasons the optical-components cycle is only beginning. | -15.0% | tweet ↗ |
| 2026-08-17 | AXTI | @Frenchie_ | +0.65 | Presents four reasons the optical-components cycle is only beginning. | -38.9% | 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.