Christina Minnis

1.7 ★★★★★

Global Head of Alternative Origination Group, Goldman Sachs

@ChristinaMinnis · tracked since Feb 2026

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Ideas 1

Long / short 1 L/0 S

Win rate 0%

Tracked posts 1 0.01/day

Avg return -0.1%

Long return -0.1%

Short return -

New ideas 0 last 30d

Most mentioned

Best trades

GS Long -0.1%

Worst trades

GS Long -0.1%

Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.

< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%

Bottom 10%

Median

Top 10%

Average returns

first-opened thesis horizon: return + win-rate

7 days 1 eval.

-1.5%

L -1.5% S -

Win rate 0%

30 days 1 eval.

-11.6%

L -11.6% S -

Win rate 0%

90 days 0 eval.

L - S -

Win rate -

Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago

Ticker

Side

Theme

Entry

P&L

Thesis

First opened

Mentions

Source

Long

Fintech

$916.04

-0.1%

Minnis highlights the "$5 trillion" AI investment need and notes that "all that capital has to get raised." She cites a specific deal financing energy for data centers using a mix of asset-based loans and high-yield bonds. While tech companies spend the money, Investment Banks (like Goldman) and Private Credit structure the deals. The massive capex cycle for AI infrastructure (energy, data centers) is a direct revenue driver for origination and capital solutions desks. Long GS as a pick-and-shovel play on AI financing. Deal flow drying up if the AI capex bubble bursts.

Feb 17

YOUTUBE

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