Author

@GregInvestFr GregInvestFr

French long-only quality-growth investor riding the full AI infrastructure value chain

Posts long-form, transparent fundamental theses and live por

trader score
-2.82
hit rate
30%
mean α
-1.04%
signals 14d
94

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: 30% hit rate, -1.04% mean alpha, trader score -2.82. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 71 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03IBKR@GregInvestFr+0.45Praises IBKR account growth, fees, platform breadth and quality.
2026-07-03MSFT@GregInvestFr+0.45Recaps prior MSFT accumulation zone and sold put outcome after rebound.
2026-07-02·@GregInvestFr·Discusses fundamentally high-scoring companies and long-term quality criteria.·
2026-07-02·@GregInvestFr·Discloses annual dividends, yield, and growth-dividend portfolio strategy.·
2026-07-02AI@GregInvestFr+0.65Air Liquide hits ATH and is up 23.5% YTD; praised as quality PEA holding.
2026-07-02ASTS@GregInvestFr-0.45Sarcastically flags Cramer praise as inverse bearish signal on ASTS.
2026-07-01TTE@GregInvestFr+0.45Discloses TTE dividend received, reinvestment, and desire to add at 50-55 euros.+2.5%
2026-07-01·@GregInvestFr·Says chart is in a good long-term zone, but ticker is not named.·
2026-07-01MSFT@GregInvestFr+0.25Discloses 100 MSFT shares, covered call at 380, wheel strategy premiums and portfolio size.+1.6%
2026-07-01META@GregInvestFr+0.55Bloomberg says Meta is preparing an AI cloud business to rent compute and models.-4.9%
2026-07-01AMZN@GregInvestFr-0.05Bloomberg says Meta is preparing an AI cloud business to rent compute and models.+0.4%
2026-07-01MSFT@GregInvestFr-0.05Bloomberg says Meta is preparing an AI cloud business to rent compute and models.+1.6%
2026-07-01GOOGL@GregInvestFr-0.05Bloomberg says Meta is preparing an AI cloud business to rent compute and models.-0.4%
2026-07-01AI@GregInvestFr+0.40Air Liquide invests $170M in US gas units to support SK hynix memory production.-3.9%
2026-07-01·@GregInvestFr·Discloses total wealth over 541,000 euros and evolving allocation, including reducing crypto exposure.·

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.