| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla, Inc. | LONG | MED | $374.02 | Consumer | Justin prefers traditional tech stocks over crypto because tech has outperformed Bitcoin f… | Apr 23 | YOUTUBE | |
| 2 | NVDA | NVIDIA Corporation | LONG | MED | $202.34 | AI/Semi | Justin prefers traditional tech stocks over crypto because tech has outperformed Bitcoin f… | Apr 23 | YOUTUBE | |
| 3 | INTC | Intel Corporation | LONG | MED | $66.20 | AI/Semi | Justin prefers traditional tech stocks over crypto because tech has outperformed Bitcoin f… | Apr 23 | YOUTUBE | |
| 4 | GOOGL | Alphabet Inc. (Class A) | LONG | MED | $338.75 | AI/Semi | Justin prefers traditional tech stocks over crypto because tech has outperformed Bitcoin f… | Apr 23 | YOUTUBE |