Author
@xav2nice xav2nice
grade Bx.com/xav2nice ↗
French AI-infrastructure analyst blending memory-cycle theses with base-rate quant studies
Posts long-form, reasoning-heavy analysis on AI/semiconducto
trader score
+0.96
hit rate
83%
mean α
+1.35%
signals 14d
5
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 6 scored bets: 83% hit rate, +1.35% mean alpha, trader score +0.96. Their last-14d mentions, direction-adjusted, have moved -7.0% since posting (mean over 1 mentions with price data).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-26 | · | @xav2nice | · | Samsung investment plan is framed as evidence AI infrastructure supercycle continues. | · | tweet ↗ |
| 2026-06-26 | · | @xav2nice | · | Reports Safran may launch a tender offer for Exail Technologies at 128.50 euros per share. | · | tweet ↗ |
| 2026-06-24 | MU | @xav2nice | +0.80 | Micron beat revenue/EPS estimates and guided above expectations. | -7.0% | tweet ↗ |
| 2026-06-23 | · | @xav2nice | · | Reports Grizzly has 0% net short in 2CRSI, but no public ticker given. | · | tweet ↗ |
| 2026-06-22 | · | @xav2nice | · | Reports Portzamparc confirmed buy recommendation on 2CRSi but adjusted target lower. | · | 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.