| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| AIQ | ×1 | LONG | MED | $54.74 | AI/Semi | AI infrastructure investment accounts for a significant portion of S&P earnings, and with hyperscalers investing heavily in AI, there is more room to run for AI-related stocks as the trend persists. | Apr 23 | YOUTUBE | |
| EEM | ×1 | LONG | LOW | $63.38 | Macro | Emerging markets offer investment opportunities in equity as part of broadening equity markets and client focus on diversification. | Apr 23 | YOUTUBE | |
| EMB | ×1 | LONG | LOW | $96.38 | Macro | Emerging market debt is another area of opportunity for investors seeking diversification and yield in a broadening market environment. | Apr 23 | YOUTUBE | |
| IWM | ×1 | LONG | LOW | $275.98 | Macro | Small cap stocks in the US present an investment opportunity as equity markets broaden and clients look for additional areas of growth. | Apr 23 | YOUTUBE | |
| LIT | ×1 | LONG | MED | $0.90 | Crypto | The momentum towards alternative energy, including batteries, is accelerated by geopolitical risks and energy security concerns from the Hormuz closure, leading to increased investment and demand. | Apr 23 | YOUTUBE |