LJ

Logan Jastremski 5.0 5 ideas

Host, Full Send Podcast
Per mention Per thesis
ⓘ Each mention is one idea
 winrate (30d)  ·  W / L  ·  3 positions (30d)
Avg: —
Recent positions
TickerDirEntryP&LDate
HYPE LONG $41.72 Apr 20
TSLA LONG $392.74 Apr 20
NVDA LONG $199.12 Apr 20
By sector
Crypto
3 ideas
Stock
2 ideas
Top tickers (by frequency)
BTC 1 ideas
NVDA 1 ideas
ETH 1 ideas
TSLA 1 ideas
HYPE 1 ideas
Ethereum overvalued due to lack of revenue model.
Ethereum is the most overvalued asset in the world because it relies on a monetary premium and lacks a sustainable business model based on execution and trading volume, and this overvaluation may not sustain in 5-10 years.
ETH HIGH Empire Apr 20, 12:01
Host, Full Send Podcast
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
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.
BTC HIGH Empire Apr 20, 12:01
Host, Full Send Podcast
Logan Jastremski (Host, Full Send Podcast) | 5 trade ideas tracked | BTC, NVDA, ETH, TSLA, HYPE | YouTube | Buzzberg