Ticker
Side
Conv.
Theme
Entry
P&L
Thesis
Date ↓
×N
Src
WATCH
MED
AI/Semi
$144.51
—
Palantir breakout if earnings strong
May 01
×1
LONG
MED
AI/Semi
$198.29
—
Buy NVDA/AVGO into earnings
May 01
×1
LONG
MED
AI/Semi
$361.38
—
Buy AMD pullback to $400
May 01
×1
LONG
MED
AI/Semi
$211.56
—
ARM target $250 on breakout
May 01
×1