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
·
hit rate
·
mean α
·
signals 14d
2
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -18.9% since posting (mean over 2 mentions with price data).
Recent signals2receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-07 | MU | @xav2nice | +0.40 | Davidson raised its Micron price target from $2,100 to $3,000. | -19.3% | tweet ↗ |
| 2026-10-03 | MU | @xav2nice | +0.45 | Headline argues that AI is transforming the memory-industry cycle, with Micron as the named beneficiary. | -18.4% | 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.