Author
@GregInvestFr GregInvestFr
grade Cx.com/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
+0.01
hit rate
50%
mean α
+0.01%
signals 14d
194
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: 50% hit rate, +0.01% mean alpha, trader score +0.01. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 130 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | MSFT | @GregInvestFr | +0.75 | Discloses MSFT as the second-largest holding with a 29% unrealized gain. | — | tweet ↗ |
| 2026-08-28 | · | @GregInvestFr | · | Confirms an unnamed holding is the portfolio's largest unrealized gain. | · | tweet ↗ |
| 2026-08-28 | AVGO | @GregInvestFr | +0.70 | Quantifies Broadcom's ten-year dividend and share-price growth and resulting yield on cost. | — | tweet ↗ |
| 2026-08-28 | MSFT | @GregInvestFr | +0.40 | Recaps realized premiums and gains from an options strategy, including an MSFT assignment and covered call. | — | tweet ↗ |
| 2026-08-27 | DG.PA | @GregInvestFr | +0.60 | Seriously considering adding to or entering Vinci, Essilor, and SK Hynix. — States forward intent to strengthen existing positions or initiate new ones in three companies. | · | tweet ↗ |
| 2026-08-27 | EL.PA | @GregInvestFr | +0.60 | Seriously considering adding to or entering Vinci, Essilor, and SK Hynix. — States forward intent to strengthen existing positions or initiate new ones in three companies. | · | tweet ↗ |
| 2026-08-27 | 000660.KS | @GregInvestFr | +0.60 | Seriously considering adding to or entering Vinci, Essilor, and SK Hynix. — States forward intent to strengthen existing positions or initiate new ones in three companies. | · | tweet ↗ |
| 2026-08-27 | NVDA | @GregInvestFr | +0.35 | Sees strong memory demand and an attractive SKHY area for a possible first buy or add. | -4.6% | tweet ↗ |
| 2026-08-27 | SKHY | @GregInvestFr | +0.65 | Sees strong memory demand and an attractive SKHY area for a possible first buy or add. | · | tweet ↗ |
| 2026-08-27 | FDJU | @GregInvestFr | +0.10 | Notes FDJU is near its IPO price and support around EUR22. | · | tweet ↗ |
| 2026-08-27 | MC | @GregInvestFr | -0.15 | Notes LVMH has returned to support near EUR440 amid luxury-sector weakness. | · | tweet ↗ |
| 2026-08-27 | NOW | @GregInvestFr | +0.55 | Discloses a long entered at support while monitoring resistance and lower support. | +4.5% | tweet ↗ |
| 2026-08-27 | CS | @GregInvestFr | +0.30 | Suggests AXA's former ATH resistance may become major support. | · | tweet ↗ |
| 2026-08-27 | META | @GregInvestFr | +0.35 | Reports a bounce from $540 support and identifies the weekly 200DMA at $487. | +1.2% | tweet ↗ |
| 2026-08-27 | EL | @GregInvestFr | +0.10 | Identifies first support at EUR155-160 and secondary support near EUR140. | -2.7% | 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.