Frenchie
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Across 102 independent bets, @frenchie_'s calls have trailed the S&P 500 by 0.8% on average a month out, hitting 43% of the time.
What they're betting on now
15 positions · last 30 days
The analyst was long on VPG since January, expecting benefits from humanoid robot suppliers. They later trimmed some shares and expressed caution about buying at current levels, preferring to wait for market stabilization.
The analyst initiated a long position on HOOD in their single post during the recent window.
The analyst initially took a long position in STM, emphasizing its technological innovations and partnerships. They exited a different stock to increase focus on STM and other semiconductor companies, maintaining and growing conviction in a long-term bullish view.
The analyst initiated a long position in several key suppliers to humanoid robot hands, including $MELE, expecting significant benefits if humanoid robots scale.
The analyst initiated a long-term bullish view on CIEN, emphasizing its strategic role in AI infrastructure and strong financials. Over time, they maintained and grew conviction, rebalancing positions to increase CIEN exposure while continuing to express optimism about its growth potential.
The analyst initiated a long position in CRDO, expressing uncertainty about its long-term relevance to 2030.
The analyst maintained a long stance on MRVL, initially holding a deep position and expressing bullish views due to strong shipments and market factors. Over time, they increased conviction, rebalancing into MRVL from AMD while continuing to highlight its strategic potential.
The analyst initially emphasized the AI supply chain's value shift, highlighting memory chip makers amid market volatility, then expressed increased conviction by predicting AMD's rise to a trillion-dollar company, indicating growing bullishness on AMD.
The analyst initiated a long-term bullish view on $AMS, highlighting its strategic position and growth potential in AI and related technologies as part of a group of semiconductor and connectivity companies.
The analyst initiated a long-term bullish view on $ASML, identifying it among five semiconductor and connectivity companies with promising growth potential through 2030 in AI and related technologies.
The analyst maintains a long position on Maxlinear (MXL), emphasizing its role as a key AI infrastructure stock and its strong recent results. They continue to view it positively within a group of semiconductor companies with long-term growth potential to 2030.
The analyst initiated a long position in $STMPA, highlighting it as one of five semiconductor and connectivity companies with promising long-term growth potential through 2030 in AI and related technologies.
The analyst began by exiting 25% of their SOI position to take profits, then later rebalanced by closing their remaining 2CRSI position while retaining half of their SOI holdings, indicating a partial exit and portfolio adjustment.
The analyst closed their remaining position in 2CRSI and kept part of SOI, mentioning a possible adjustment to EXA after a cancelled deal. They discussed Exosens positively but did not explicitly state a position change on EXA.
The analyst closed their remaining position in 2CRSI as part of a rebalance, maintained half of their SOI position, and indicated potential upcoming adjustments to EXA following a cancelled deal, signaling an exit from 2CRSI but no clear stance change on other holdings.
Biggest wins & misses
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