Christophe Nour - The French Investor
Videos Analyzed
158
Avg Sentiment
0.36
Stock Predictions & Factualities
492
Top Mentioned Tickers
Sentiment Timeline (92 videos, last 3 months)
First video: March 10, 2026
Bullish (>0.1)NeutralBearish (<−0.1)PendingTrend
Videos (195)
FICO Announces New $2B Buyback Program (Massive Q3 Incoming?)
Christophe Nour - The French Investor
6/9/2026 02:45 PM
0.85
The #1 Mistake I See From Self Taught Investors
Christophe Nour - The French Investor
6/8/2026 02:45 PM
0.10
Why I Hold Only 11 Stocks and Why That’s Enough
Christophe Nour - The French Investor
6/7/2026 02:45 PM
0.75
How to Know If a Company’s Management Is Trustworthy (5 Key Questions)
Christophe Nour - The French Investor
6/6/2026 02:45 PM
0.00
Why You Keep Selling Winners Too Early (And How to Stop)
Christophe Nour - The French Investor
6/5/2026 02:45 PM
0.00
I Just Bought More of This Stock
Christophe Nour - The French Investor
6/4/2026 02:45 PM
0.85
Why Is Mastercard Not Rebounding?
Christophe Nour - The French Investor
6/3/2026 02:45 PM
0.85
The Truth About Google's New $80 Billion AI Deal
Christophe Nour - The French Investor
6/2/2026 02:45 PM
0.05
I Just Bought More of This Stock
Christophe Nour - The French Investor
6/1/2026 02:45 PM
0.45
Why I Sold This Stock (Warren Buffett Was Wrong)
Christophe Nour - The French Investor
5/31/2026 02:45 PM
-0.75
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Stock Predictions & Factualities (492)
| Ticker | Company | Signal | Date | Period | Type | Confidence | Reasoning |
|---|---|---|---|---|---|---|---|
| MSCI | MSCI Inc. | strong buy | 5/28/2026 12:12 PM | Q2 2026 and beyond | prediction | 90% | Presenter's biggest conviction. Revenue reaccelerating (14% total, 17% index segment) while Wall Street expects deceleration to 10-11%. Q2 2026 expect... |
| FTNT | Fortinet | strong buy | 5/27/2026 02:45 PM | now | factual | 95% | Bought as his largest portfolio position (~15%) when the stock was beaten down due to AI disruption fears. Stock rallied 60% after strong earnings and... |
| CRWD | CrowdStrike | buy | 5/27/2026 02:45 PM | now | prediction | 70% | Mentioned alongside Fortinet as a cybersecurity stock unfairly punished by AI fears. Now at all-time highs. Cybersecurity companies have legal account... |
| PANW | Palo Alto Networks | buy | 5/27/2026 02:45 PM | now | prediction | 70% | Mentioned as a cybersecurity stock that was unfairly beaten down by AI disruption fears. Now at all-time highs. Same thesis as Fortinet — cybersecurit... |
| ZS | Zscaler | buy | 5/27/2026 02:45 PM | now | prediction | 65% | Mentioned as a cybersecurity stock that was unfairly punished by AI fears. Part of the same cybersecurity basket that Kristophe believes will benefit ... |
| RBRK | Rubrik | buy | 5/27/2026 02:45 PM | now | prediction | 60% | Mentioned as a cybersecurity stock that was unfairly punished by AI fears. Part of the same cybersecurity basket that Kristophe believes will benefit ... |
| SPGI | S&P Global | buy | 5/27/2026 02:45 PM | now | prediction | 65% | Identified as a credit rating agency that is down and potentially disrupted by AI fears, but Kristophe believes this disruption thesis is wrong. These... |
| MCO | Moody's | buy | 5/27/2026 02:45 PM | now | prediction | 65% | Identified alongside S&P Global as a credit rating agency that is down due to AI disruption fears, which Kristophe believes is misplaced. These compan... |
| NVDA | Nvidia | hold | 5/27/2026 02:45 PM | now | factual | 60% | Acknowledged as having stellar earnings and growing ~85%, with valuation that could be seen as cheap given growth. However, Kristophe has reduced his ... |
| LRCX | Lam Research | sell | 5/27/2026 02:45 PM | now | factual | 80% | Kristophe sold almost his entire position in Lam Research after it doubled/tripled in 2025. He reduced exposure because he doesn't like the capex supe... |
| ASML | ASML | hold | 5/27/2026 02:45 PM | now | factual | 50% | Mentioned as printing cash in the semiconductor equipment space. No explicit buy or sell recommendation, but implied caution given his broader semicon... |
| FICO | Fair Isaac Corporation | buy | 5/26/2026 02:45 PM | now | prediction | 85% | Host is personally a shareholder and bullish. Stock is down due to three concerns (VantageScore competition, price gouging regulation, previous overva... |
| CRM | Salesforce Inc. | buy | 5/26/2026 02:45 PM | now | prediction | 70% | Akre Capital initiated a new position. Stock is down a lot and hated. Strong retention rate, wide range of products, very sticky business. Competent a... |
| NOW | ServiceNow Inc. | buy | 5/26/2026 02:45 PM | now | prediction | 70% | Akre Capital initiated a new position. Stock crashed ~17% in one day after earnings, now at 2020 prices (6 years of zero performance). Excellent busin... |
| CSGP | CoStar Group Inc. | buy | 5/26/2026 02:45 PM | now | prediction | 65% | Akre increased position. Stock is back to COVID lows but the company is still a viable software business. Now 7% of their portfolio, showing convictio... |
| ROP | Roper Technologies Inc. | buy | 5/26/2026 02:45 PM | now | prediction | 60% | Akre increased position. Described as a serial acquirer. Part of the software stock buying spree. |
| CPRT | Copart Inc. | buy | 5/26/2026 02:45 PM | now | prediction | 55% | Akre added a little to Copart. Stock is down but cheap and doing buybacks. |
| MA | MasterCard Inc. | hold | 5/26/2026 02:45 PM | now | factual | 60% | Akre trimmed the position. It was their biggest position and a long-term winner, but is 'no longer winning.' Being reduced to fund software purchases. |
| V | Visa Inc. | hold | 5/26/2026 02:45 PM | now | factual | 60% | Akre trimmed the position. Long-term winner that is 'no longer winning.' Being reduced to fund software purchases. |
| MCO | Moody's Corporation | hold | 5/26/2026 02:45 PM | now | factual | 60% | Akre trimmed the position. Long-term winner that is 'no longer winning.' Being reduced to fund software purchases. |
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