#423
Alpha Score 49.7
Jim Thorne
Chief Market Strategist, Wellington-Altus Private Wealth
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 12
$63786.40
-1.7%
Bitcoin is at a generational buying opportunity near $60K. Short-term volatility is driven by tourist traders and internal maxi disputes, but long-term fundamentals remain highly constructive. The US is moving toward a strategic Bitcoin reserve, and the asset is at its upward-sloping 200-week moving average, providing a good entry. Bitcoin will eventually reach $150K and beyond. Should be part of every portfolio.
Crypto
Long
Jun 12
$94.19
+0.1%
US 10-year yields at 4.5% represent a danger zone and a line in the sand. Trump must cut a deal to avoid economic damage. Core inflation is not present, full-time job creation is negative, and central banks will eventually cut rates. Yields will fall, making long-duration Treasuries attractive.
Macro
Long
Jun 12
$1001.89
+14.7%
The world lacks compute, and memory is now the most critical component. A re-rating of memory stocks is underway. Micron is particularly attractive on this pullback; DRAM capacity is constrained, and the cycle will be longer than expected. Micron could earn $150 per share by 2028-29, and at a 20x multiple, the stock would be $3,000. Strong buy now.
AI/Semi
Long
Jun 12
$742.60
+0.6%
The US economy will run hot driven by supply-side economics, deregulation, and productivity gains. S&P 500 earnings will grow 15-16% annually, reaching $650 per share by 2031, supported by 100% capex deduction. With a multiple of 22-25x, the S&P 500 could reach 16,000 by 2031. The US is the place to be for growth.
Macro
Short
Jun 12
$126.18
+9.5%
Oil is headed down to $60 as Trump cuts a deal with Iran. Supply pressures and the easing of geopolitical tensions will drive crude lower. The selloff in oil and gold signals that a deal is coming, and oil's decline will act as a drag on Canadian resource stocks.
Energy
Showing 5 of 5 picks · sorted by mentions
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Jim Thorne has 5 trade ideas tracked on Buzzberg across 5 tickers since June 2026. Ranked #423 on the Buzzberg Alpha leaderboard. Most covered: BTC, SPY, MU.