| # | Ticker | Name | Stance | Conv | Entry | P&L YTD | Theme | Thesis | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HYPE | Hyperliquid | LONG | MED | $41.72 | Crypto | Hyperliquid offers a more compelling risk-adjusted return than Solana because it has a cle… | 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 generalized au… | 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 business with s… | Apr 20 | YOUTUBE |