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J

jim

★ 5.0 Posted today

4 ideas · 4 tickers · tracked since May 2026

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

0 L / 0 S

Win-rate

—

—

Avg return

—

L — S —

Best

—

avg evaluated

Worst

—

avg evaluated

Long / short

0 / 0

0% long bias

Ticker

Side

Conv.

Theme

Entry

P&L

Thesis

Date ↓

×N

Src

NVDA

LONG

HIGH

AI/Semi

$198.38

—

NVIDIA attractive entry after pullback

May 01

×1

SPY

LONG

HIGH

Macro

$719.66

—

Market higher on earnings growth

May 01

×1

MU

LONG

MED

AI/Semi

$540.60

—

Micron attractive on growth vs multiple

May 01

×1

QCOM

LONG

MED

AI/Semi

$176.80

—

Qualcomm attractive on growth vs multiple

May 01

×1

Showing all 4 picks

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Best & Worst calls30d

↑ BEST 3

↓ WORST 3

Source mixwhere they post

YouTube 100%