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D

Danielle Shay

★ 5.0 Posted today

Chief Market Strategist, Simpler Trading

4 ideas · 4 tickers · tracked since May 2026

Theme exposure 4 picks · 1 themes

AI/Semi · 4 · 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

4

4 L / 0 S

Win-rate · live

—

—

Avg return · YTD

—

L — S —

Best

—

live YTD

Worst

—

live YTD

Long / short

4 / 0

100.0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

LONG

MED

AI/Semi

$198.29

—

Buy NVDA/AVGO into earnings

May 01

×1

YOUTUBE

LONG

MED

AI/Semi

$420.00

—

Buy NVDA/AVGO into earnings

May 01

×1

YOUTUBE

LONG

MED

AI/Semi

$361.38

—

Buy AMD pullback to $400

May 01

×1

YOUTUBE

LONG

MED

AI/Semi

$211.56

—

ARM target $250 on breakout

May 01

×1

YOUTUBE

Showing all 4 thesis picks (YTD, with entry)

Direction4 picks

Long4

Short0

Best & Worst callslive YTD

↑ BEST 3

↓ WORST 3

Source mixwhere they post

YouTube 100%