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
+0.02
hit rate
33%
mean α
+0.02%
signals 14d
8
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: 33% hit rate, +0.02% mean alpha, trader score +0.02. Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 3 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | SPX | @xav2nice | -0.25 | Midterm-cycle statistics show strong Q4 base rates but warn the effect may fail without a prior correction. | · | tweet ↗ |
| 2026-08-26 | NVDA | @xav2nice | -0.25 | Flags projected Q3 gross-margin contraction as a negative for Nvidia. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @xav2nice | +0.75 | Reports Nvidia Q2 revenue and EPS beats plus Q3 revenue guidance above consensus. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @xav2nice | · | Reports the French government will not exclude synthetic ETFs from PEA accounts. | · | tweet ↗ |
| 2026-08-21 | · | @xav2nice | · | Uses Enron as a general framework for how accounting fraud gradually develops. | · | tweet ↗ |
| 2026-08-20 | · | @xav2nice | · | Long-form lesson frames crashes as tests of investment conviction. | · | tweet ↗ |
| 2026-08-19 | SKHY | @xav2nice | +0.30 | SK Hynix announced and plans to cancel a record KRW40T share repurchase. | · | tweet ↗ |
| 2026-08-18 | NDAQ | @xav2nice | +0.10 | Nasdaq confirms 23-hour weekday trading from December 2026, with liquidity cautions. | +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.