LJ

Logan Jastremski 5.0 3 ideas

Host, Full Send Podcast
Per mention Per thesis
ⓘ First mention per (ticker, direction)
Layout Default A B C D
Total Picks
3
3 long
Avg YTD
equal-weighted
Best Performer
Worst Performer
Winrate 30d
Theme:
Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 HYPE Hyperliquid LONG MED $41.72 Crypto Hyperliquid offers a more compelling risk-adjusted return than Solana because it… Apr 20 YOUTUBE
2 TSLA Tesla, Inc. LONG HIGH $392.74 Consumer Tesla is a long-term bullish investment because of its potential to achieve gene… Apr 20 YOUTUBE
3 NVDA NVIDIA Corporation LONG MED $199.12 AI/Semi Nvidia will outperform Bitcoin over the next 12 months because Nvidia is a busin… Apr 20 YOUTUBE
Positions
TickerDirEntryP&LDate
HYPE LONG $41.72 Apr 20
TSLA LONG $392.74 Apr 20
NVDA LONG $199.12 Apr 20
Hyperliquid better risk-adjusted return than Solana.
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.
HYPE HIGH Empire Apr 20, 12:01
Host, Full Send Podcast
Tesla bullish on autonomy and robots.
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.
TSLA HIGH Empire Apr 20, 12:01
Host, Full Send Podcast
Nvidia to outperform Bitcoin in 12 months.
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.
NVDA HIGH Empire Apr 20, 12:01
Host, Full Send Podcast
Logan Jastremski (Host, Full Send Podcast) | 3 trade ideas tracked | BTC, NVDA, ETH, TSLA, HYPE | YouTube | Buzzberg