Jonathan Curtis
Portfolio Manager, Franklin Templeton
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 22
$1940000.00
+5.8%
Memory chip demand from agentic AI is just getting started, and companies like Samsung, SK hynix, and Micron are critical suppliers. The memory space is undervalued relative to the coming demand, and they own Samsung.
AI/Semi
Long
May 22
$292750.00
+2.1%
Memory chip demand from agentic AI is just getting started, and companies like Samsung, SK hynix, and Micron are critical suppliers. The memory space is undervalued relative to the coming demand, and they own Samsung.
AI/Semi
Long
May 22
$131.47
-1.5%
They own Alibaba and Tencent in China because the Chinese government wants these market leaders to win in AI and will not change the rules on them, making the stocks attractive.
Consumer
Long
May 22
$762.10
+19.4%
Memory chip demand from agentic AI is just getting started, and companies like Samsung, SK hynix, and Micron are critical suppliers. The memory space is undervalued relative to the coming demand, and they own Samsung.
AI/Semi
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