| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SAMSUNG | Samsung Electronics Co., Ltd | LONG | HIGH | $217000.00 | AI/Semi | Memory chip stocks like Samsung and SK Hynix are trading at low forward P/E multiples (aro… | Apr 22 | YOUTUBE | |
| 2 | 000660.KS | SK hynix Inc. | LONG | HIGH | $1216000.00 | AI/Semi | Memory chip stocks like Samsung and SK Hynix are trading at low forward P/E multiples (aro… | Apr 22 | YOUTUBE | |
| 3 | ITA | iShares U.S. Aerospace & Def | LONG | HIGH | $231.94 | NatSec | Asian defense stocks are experiencing a multi-year expansion due to increased global defen… | Apr 20 | YOUTUBE |