Last 12mo stats

394

mentions

103

tickers

198

posts

Frenchie

@frenchie_Long Research46.9k followers

Frenchie

@frenchie_Long Research46.9k followers

Past 12mo:394mentions103tickers198posts

$ALAB· Astera Labs

1 call since Mar 2026show all

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Recent calls

1 call

@frenchie_Mar 8, 2026 · 7:59 AM

La mémoire est devenue l’un des goulots d’étranglement centraux de l’IA depuis fin 2025, tant en capacité qu’en bande passante, ce qui en fait un des drivers majeurs du cycle actuel des semi. Pour adresser ce mur mémoire, plusieurs solutions se dessinent (HBM3E/HBM4, CXL-pooling, architectures rack-scale), et l’on retrouve presque systématiquement Samsung, SK hynix et Micron comme fournisseurs critiques de DRAM/HBM et de modules pour data centers. Mes deux picks sont : >Astera Labs ( $ALAB ), qui fournit les contrôleurs mémoire CXL au cœur des architectures de pooling. >Micron ( $MU ), qui s’est repositionné comme leader US de la mémoire AI (HBM, DRAM data center, NAND) Deux picks “memory pur” particulièrement bien placés pour capter ce super-cycle.

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About this voice

@frenchie_ posted 198 messages across 12 months mentioning 103 distinct tickers, totaling 394 cashtag references. The voice's most-mentioned securities were $NVDA with 23 mentions starting March 2026, $AAOI with 22 mentions from late February, and $AMD, $MRVL, and $VPG each with 19 mentions. Recent activity on July 17, 2026 focused on semiconductor and technology exposure, discussing portfolio adjustments and sector dynamics.

AI-generated from tracked posts · updated Jul 18, 2026

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Who is Frenchie?

Frenchie (@frenchie_) is a FinTwit voice tracked on Surfaced in the Long Research category with 46.9k followers on X. Surfaced archives their cashtag mentions and plots each one on a price chart so the calls age publicly.

What stocks does @frenchie_ mention most?

Over the past 12 months, @frenchie_'s most-mentioned tickers are $NVDA, $AAOI, $AMD, $MRVL, $VPG — $NVDA leads with 23 mentions.

When did @frenchie_ first mention $NVDA?

@frenchie_'s first tracked mention of $NVDA was on Mar 1, 2026.

How active is @frenchie_?

In the past 12 months, @frenchie_ posted 198 times carrying cashtag mentions, totalling 394 mentions across 103 distinct tickers.