Victor Grandau
Victor Grandau @VictorGrandau

Performance
All

16.48%2026
2026
40.81%2025
2025
169.37%2024
2024
124.24%2023
2023
-61.73%2022
2022
23.06%2021
2021
169.4%0%-169.4%
Discussions
Victor Grandau
Victor Grandau
France
14d
โš ๏ธ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฌ ๐š๐ซ๐ž ๐ ๐ž๐ญ๐ญ๐ข๐ง๐  ๐ซ๐ข๐ฌ๐ค๐ข๐ž๐ซ June has been a tough month for us, underperforming NASDAQ. However, I'm not worried at all, as I still strongly believe in my long-term strategy. Investors are currently preferring high-risk stocks, creating a bubble on some stocks that could... Show More
Victor Grandau
Victor Grandau
France
1mo
๐Ÿšจ ๐Ž๐ซ๐š๐œ๐ฅ๐ž ($๐Ž๐‘๐‚๐‹) ๐›๐ž๐š๐ญ ๐ž๐ฏ๐ž๐ซ๐ฒ ๐ง๐ฎ๐ฆ๐›๐ž๐ซ โ€” ๐š๐ง๐ ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐๐ซ๐จ๐ฉ๐ฉ๐ž๐ ๐Ÿ•% Record quarter, record cloud, record backlog โ€” and a full beat. Yet the stock sold off hard. So what's really going on? ๐Ÿ‘‡ 1๏ธโƒฃ ๐€๐œ๐ญ๐ฎ๐š๐ฅ ๐ฏ๐ฌ ๐„๐ฑ๐ฉ๐ž๐œ๐ญ๐ž๐ (๐๐Ÿ’ ๐…๐˜๐Ÿ๐Ÿ”) โžค EPS: $2.11 vs $1.95... Show More
I'm BULLISH on ORCL
100.00%
I'm BEARISH on ORCL
100.00%
I've no opinion
100.00%
26 Votes
Victor Grandau
Victor Grandau
France
1mo
๐Ÿš€ ๐’๐ฉ๐š๐œ๐ž๐— ๐ˆ๐๐Ž: ๐ฐ๐จ๐ซ๐ญ๐ก ๐ข๐ญ ๐š๐ญ $๐Ÿ.๐Ÿ•๐Ÿ• ๐ญ๐ซ๐ข๐ฅ๐ฅ๐ข๐จ๐ง? ๐Ÿš€ SpaceX prices its IPO this week ($SPCX, Nasdaq, June 12) at $135/share โ€” a $๐Ÿ.๐Ÿ•๐Ÿ• ๐ญ๐ซ๐ข๐ฅ๐ฅ๐ข๐จ๐ง valuation, the biggest IPO in history. Incredible company. But let's do the math, because the price is pricing in absolute... Show More
Victor Grandau
Victor Grandau
France
1mo
๐Ÿ“‰ ๐–๐ก๐ฒ ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐ฉ๐ฎ๐ฅ๐ฅ๐ž๐ ๐›๐š๐œ๐ค ๐ฅ๐š๐ฌ๐ญ ๐ฐ๐ž๐ž๐ค โ€” ๐š๐ง๐ ๐ฐ๐ก๐ฒ ๐ˆ'๐ฆ ๐›๐ฎ๐ฒ๐ข๐ง๐  ๐ข๐ญ Last week was the first weekly decline in 10 weeks: the S&P 500 fell ~2.5%, the Nasdaq ~4.7%, and the chip sector plunged ~10% on Friday alone. Red everywhere but when I look under the... Show More
Victor Grandau
Victor Grandau
France
1mo
๐Ÿ—ž๏ธ ๐Œ๐š๐ซ๐ค๐ž๐ญ๐ฌ ๐ค๐ข๐œ๐ค๐ž๐ ๐จ๐Ÿ๐Ÿ ๐‰๐ฎ๐ง๐ž ๐š๐ญ ๐ซ๐ž๐œ๐จ๐ซ๐ ๐ก๐ข๐ ๐ก๐ฌ ๐Ÿ“ˆ After a monster May (Nasdaq Composite +8%, S&P 500 +5%), the S&P 500 closed at a fresh record on June 1 as the tech rally overpowered an oil spike. Here's what I'm watching. ๐Ÿ) ๐–๐ก๐š๐ญ ๐ก๐š๐ฉ๐ฉ๐ž๐ง๐ž๐ โžค... Show More
Victor Grandau
Victor Grandau
France
1mo
๐—ข๐˜ƒ๐—ฒ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฝ๐—ฎ๐˜€๐˜ ๐˜†๐—ฒ๐—ฎ๐—ฟ, ๐—บ๐˜† ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜† ๐—ต๐—ฎ๐˜€ ๐—ด๐—ฒ๐—ป๐—ฒ๐—ฟ๐—ฎ๐˜๐—ฒ๐—ฑ ๐—ฎ +58.8% ๐—ฟ๐—ฒ๐˜๐˜‚๐—ฟ๐—ป, consistently outperforming the NASDAQ-100 (+42%) and proving the strength of a disciplined, long-term approach focused on high-potential companies. Markets just closed May at record highs and have... Show More
Victor Grandau
Victor Grandau
France
2mo
๐Ÿ’ป ๐ƒ๐„๐‹๐‹ ๐๐Ÿ ๐„๐š๐ซ๐ง๐ข๐ง๐ ๐ฌ ๐‚๐ซ๐ฎ๐ฌ๐ก๐ž๐: ๐“๐ก๐ž ๐๐ž๐ฐ ๐€๐ˆ ๐Š๐ข๐ง๐ ๐ฆ๐š๐ค๐ž๐ซ? โšก $DELL (Dell Technologies Inc C) just dropped a monster Q1 FY2027 report, sending the stock surging nearly +40% in extended trading to around $440. Dell was one of my top positions 6 months ago, but I sold everything... Show More
I'm BULLISH on DELL
100.00%
I'm BEARISH on DELL
100.00%
50 Votes
Victor Grandau
Victor Grandau
France
2mo
๐Ÿšจ ๐“๐š๐ค๐ข๐ง๐  ๐๐ซ๐จ๐Ÿ๐ข๐ญ๐ฌ: ๐–๐ก๐ฒ ๐ˆ ๐‰๐ฎ๐ฌ๐ญ ๐…๐ฎ๐ฅ๐ฅ๐ฒ ๐„๐ฑ๐ข๐ญ๐ž๐ $๐…๐’๐‹๐‘ ๐Ÿšจ I have officially closed my entire position in $FSLR (First Solar, Inc.). After a massive, rapid rally from $๐Ÿ๐ŸŽ๐ŸŽ to $๐Ÿ๐Ÿ—๐Ÿ“ in just a few months, it is time to secure gains, and increase our cash position. Don't... Show More
Victor Grandau
Victor Grandau
France
2mo
๐Ÿšจ ๐€๐Œ๐ƒ: ๐–๐ž ๐œ๐จ๐ฎ๐ฅ๐ ๐›๐ž ๐ฌ๐ข๐ญ๐ญ๐ข๐ง๐  ๐จ๐ง ๐š ๐›๐ฎ๐›๐›๐ฅ๐ž!!!! ๐Ÿšจ $AMD (Advanced Micro Devices Inc) has surged to an astronomical $504 per share. Let's pause and look at the math: the market is pricing in absolute perfection, and the fundamentals are flashing red. I value the stock at ~$330,... Show More
I'm BULLISH on AMD
100.00%
I'm BEARISH on AMD
100.00%
32 Votes
Victor Grandau
Victor Grandau
France
2mo
๐Ÿšจ๐Ÿšจ ๐–๐ž ๐š๐ซ๐ž ๐จ๐ฎ๐ญ๐ฉ๐ž๐ซ๐Ÿ๐จ๐ซ๐ฆ๐ข๐ง๐  ๐๐€๐’๐ƒ๐€๐!!! ๐Ÿšจ๐Ÿšจ Dear investors and followers, It's a pleasure to announce we are once again outperforming NASDAQ over last 3 months, +๐Ÿ๐Ÿ.๐Ÿ‘% ๐ฏ๐ฌ. +๐Ÿ๐Ÿ•.๐Ÿ–% ๐Ÿ๐จ๐ซ ๐๐€๐’๐ƒ๐€๐. That's these small performance gains that help our portfolio... Show More

About Victor Grandau
France
Strategy: Multi-Strategy

Strategy consultant, specialized in Private Equity. Long-term value-based investor
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44 Copiers
789 Followers

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