Author
@Thomas_analyste Thomas_analyste
grade Cx.com/Thomas_analyste ↗
French AI-infrastructure thematic trader mapping the whole compute stack into baskets
Runs a French-language trading community publishing thematic
trader score
-1.69
hit rate
15%
mean α
-1.24%
signals 14d
35
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: 15% hit rate, -1.24% mean alpha, trader score -1.69. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 26 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MSFT | @Thomas_analyste | +0.55 | Microsoft launches $2.5B structure to help enterprises integrate AI into data/processes. | — | tweet ↗ |
| 2026-07-02 | MU | @Thomas_analyste | +0.05 | AI hardware selloff attributed to OpenAI inference cost rumor; long-term thesis intact but selective risk. | — | tweet ↗ |
| 2026-07-02 | META | @Thomas_analyste | +0.65 | Bloomberg reports Meta Compute project to sell excess AI capacity; author sees upside to new highs. | — | tweet ↗ |
| 2026-07-01 | META | @Thomas_analyste | +0.55 | Says META is becoming a real AI company, not just a social network. | -4.9% | tweet ↗ |
| 2026-06-30 | · | @Thomas_analyste | · | Taking a new bullish position in a tech company — Author says they are taking a new upside position, but does not name the company. | · | tweet ↗ |
| 2026-06-30 | SPX | @Thomas_analyste | +0.45 | Says S&P 500 trend remains clearly bullish while Magic Band cloud holds. | · | tweet ↗ |
| 2026-06-30 | ORCL | @Thomas_analyste | +0.35 | AI capex growth validates a broader data-center value-chain thesis. | -4.3% | tweet ↗ |
| 2026-06-30 | META | @Thomas_analyste | +0.35 | AI capex growth validates a broader data-center value-chain thesis. | +3.5% | tweet ↗ |
| 2026-06-30 | AMZN | @Thomas_analyste | +0.35 | AI capex growth validates a broader data-center value-chain thesis. | +1.8% | tweet ↗ |
| 2026-06-30 | NVDA | @Thomas_analyste | +0.45 | AI capex growth validates a broader data-center value-chain thesis. | -2.6% | tweet ↗ |
| 2026-06-30 | MSFT | @Thomas_analyste | +0.35 | AI capex growth validates a broader data-center value-chain thesis. | +4.7% | tweet ↗ |
| 2026-06-30 | GOOGL | @Thomas_analyste | +0.35 | AI capex growth validates a broader data-center value-chain thesis. | +0.7% | tweet ↗ |
| 2026-06-29 | META | @Thomas_analyste | +0.25 | French tweet suggests emerging brain-AI narrative at Meta. | +3.6% | tweet ↗ |
| 2026-06-27 | QCOM | @Thomas_analyste | +0.40 | Says QCOM could make a good comeback if chips rise for a few weeks. | -6.9% | tweet ↗ |
| 2026-06-27 | · | @Thomas_analyste | · | Warns VCs are positioning for humanoid robotics innovation wave before retail. | · | 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.