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
+0.11
hit rate
55%
mean α
+0.05%
signals 14d
154
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: 55% hit rate, +0.05% mean alpha, trader score +0.11. Their last-14d mentions, direction-adjusted, have moved -3.7% since posting (mean over 96 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | META | @GregInvestFr | +0.70 | Builds a long-term bullish growth thesis for Meta's Muse agentic-commerce model | -9.4% | tweet ↗ |
| 2026-10-16 | · | @GregInvestFr | · | Discloses that more than half of personal wealth is invested in equities | · | tweet ↗ |
| 2026-10-16 | SU | @GregInvestFr | +0.85 | Build SU after a five-share entry at 255 euros and add heavily between 210 and 215 — Discloses a new SU entry and plans additional accumulation at explicit support levels | +1.7% | tweet ↗ |
| 2026-10-16 | INTU | @GregInvestFr | +0.65 | Discloses long positions in INTU and NOW based on a SaaS rebound thesis | +5.6% | tweet ↗ |
| 2026-10-16 | NOW | @GregInvestFr | +0.65 | Discloses long positions in INTU and NOW based on a SaaS rebound thesis | +12.0% | tweet ↗ |
| 2026-10-16 | · | @GregInvestFr | · | Discloses a long-term strategy of reinvesting nearly everything in equities | · | tweet ↗ |
| 2026-10-16 | · | @GregInvestFr | · | Discloses a 287,000-euro equity portfolio and quantifies daily sensitivity | · | tweet ↗ |
| 2026-10-16 | VRT | @GregInvestFr | +0.25 | Briefly endorses GEV and VRT in a reply | -5.9% | tweet ↗ |
| 2026-10-16 | GEV | @GregInvestFr | +0.25 | Briefly endorses GEV and VRT in a reply | -11.5% | tweet ↗ |
| 2026-10-16 | TSLA | @GregInvestFr | +0.45 | Though normally skeptical of TSLA, praises its technology relative to Europe | +4.9% | tweet ↗ |
| 2026-10-15 | SPCX | @GregInvestFr | +0.35 | Reports and strongly praises a rocket-assisted Tesla Roadster demonstration | · | tweet ↗ |
| 2026-10-15 | TSLA | @GregInvestFr | +0.80 | Reports and strongly praises a rocket-assisted Tesla Roadster demonstration | +2.7% | tweet ↗ |
| 2026-10-15 | NBIS | @GregInvestFr | -0.55 | Explains a sharp neocloud selloff through leverage, rates, and demanding valuations | -15.7% | tweet ↗ |
| 2026-10-15 | IREN | @GregInvestFr | -0.50 | Explains a sharp neocloud selloff through leverage, rates, and demanding valuations | -18.0% | tweet ↗ |
| 2026-10-15 | CRWV | @GregInvestFr | -0.65 | Explains a sharp neocloud selloff through leverage, rates, and demanding valuations | -22.2% | 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.