Layout Classic v2 (beta)

Daniel Newman

★ 5.0 Posted today

Host, Crypto Banter

5 ideas · 5 tickers · tracked since Apr 2026

Theme exposure 5 picks · 1 themes

AI/Semi · 5 · 100%

Pick return distribution n = —

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

<−30%

−30/−10

−10/0

0/+20

+20/+50

+50/+100

>+100%

Bottom 10%

—

Median

—

Top 10%

—

Total picks

5 L / 0 S

Win-rate · live

—

Avg return · YTD

—

L — S —

Best

—

live YTD

Worst

—

live YTD

Long / short

5 / 0

100.0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

NVDA

LONG

MED

AI/Semi

$200.70

—

Nvidia will solve open source AI

Apr 30

×1

YOUTUBE

QCOM

LONG

MED

AI/Semi

$179.83

—

Chip adders benefit from compute constraints

Apr 30

×1

YOUTUBE

ARM

LONG

MED

AI/Semi

$209.83

—

Chip adders benefit from compute constraints

Apr 30

×1

YOUTUBE

INTC

LONG

MED

AI/Semi

$93.78

—

Chip adders benefit from compute constraints

Apr 30

×1

YOUTUBE

GOOGL

LONG

MED

AI/Semi

$382.20

—

Google benefits from cloud growth and full stack

Apr 30

×1

YOUTUBE

Showing all 5 thesis picks (YTD, with entry)

Direction5 picks

Long5

Short0

Best & Worst callslive YTD

↑ BEST 3

↓ WORST 3

Source mixwhere they post

YouTube 100%