Logan Jastremski
Host, Full Send Podcast
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 20
$41.18
+81.7%
Hyperliquid offers a more compelling risk-adjusted return than Solana because it has a cleaner trajectory, a loyal customer base, successful expansion into commodities, and a more focused product that breaks correlation with crypto assets.
Crypto
Long
Apr 20
$199.55
+7.6%
Nvidia will outperform Bitcoin over the next 12 months because Nvidia is a business with strong fundamentals in AI, while Bitcoin's thesis relies on continued money printing and is less compelling from a business perspective.
AI/Semi
Long
Apr 20
$397.70
+6.5%
Tesla is a long-term bullish investment because of its potential to achieve generalized autonomy in cars and to scale humanoid robots, which are underappreciated by the market, with most terminal value tied to robo-taxis and robots.
Consumer
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