julientechinvst
Network Analyst, SemiAnalysis
Julien Martin-Prin, who has posted on X as julientechinvst, is a network analyst at the semiconductor and AI research firm SemiAnalysis and was previously a network engineer at Amazon Web Services. At SemiAnalysis he has co-written research on Meta's AI infrastructure, including a July 2026 progress report on its superintelligence effort. In late 2025 he launched Silicon Edge, a French-language newsletter of technical deep dives, fundamental analysis and earnings reviews of chip companies such as TSMC, Broadcom and AMD. On X, writing mostly in French, he covers AI data-centre networking, from network architectures to optical components, as well as Nvidia, chip-equipment makers such as ASML, BESI and Advantest, and the AI build-outs of hyperscalers such as Meta.
Leaderboard rank
Open in leaderboard →| Horizon | 7D | 30D | 90D | 180D | 360D | AVG |
|---|---|---|---|---|---|---|
| Rank | #143 | #218 | #40 | #158 | — | #76 |
| Calls | 23 | 17 | 15 | 10 | 0/10 | 17 |
| Avg return | +2.4% | +4.2% | +27.6% | +21.7% | — | +16.8% |
| vs S&P 500 | +2.6 pp | +4.0 pp | +22.8 pp | +10.9 pp | — | +12.3 pp |
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julientechinvst has 21 trade ideas tracked on Buzzberg across 20 tickers since January 2026. Win rate 74% across 19 evaluated calls, average return +14.3%. Ranked #218 on Buzzberg's 30-day Authors leaderboard. Most covered: LITE, NVDA, BTC.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
