| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC | Intel Corporation | LONG | HIGH | $84.19 | AI/Semi | Intel is a turnaround story with strong technical advantages in advanced packaging (E-IB) … | Apr 28 | YOUTUBE | |
| 2 | WDC | Western Digital Corporation | LONG | MED | $395.85 | AI/Semi | SanDisk (Western Digital) is innovating with high bandwidth flash (HBF), similar to HBM fo… | Apr 28 | YOUTUBE | |
| 3 | FLEX | Flex Ltd. | LONG | HIGH | $87.36 | Other | Flex (FLEX) makes specialized water cooling equipment for high-voltage chips. As chip volt… | Apr 28 | YOUTUBE |