majgeoinvesting
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 20
$215.33
-0.6%
Buy NVDA on strong Q1 data center growth of 92%, which the speaker views as disproving bearish narratives and supporting continued upside.
Buy NVDA on strong Q1 data center growth of 92%, which the speaker views as disproving bearish narratives and supporting continued upside.
AI/Semi
Long
May 19
$5.74
+5.4%
Buy $TGEN for upside potential from a growing data center power use case and signs of legacy business growth, both catalysts not yet priced in.
Buy $TGEN for upside potential from a growing data center power use case and signs of legacy business growth, both catalysts not yet priced in.
Energy
Long
May 08
$439.00
+1.6%
Long $MUEL — GeoInvesting model portfolio holding; multiple successful tender offers since 2024 (latest $440/share, prior at $80/$250/$485) signal strong value realization, with upcoming capacity expansions to contribute soon.
Long $MUEL — GeoInvesting model portfolio holding; multiple successful tender offers since 2024 (latest $440/share, prior at $80/$250/$485) signal strong value realization, with upcoming capacity expansions to contribute soon.
Other
Long
Apr 21
$7.02
-8.3%
Long $FSI — speaker uses 'our concerns' (implying ownership); management explicitly stated upcoming quarters will be much stronger, suggesting no further delays in scaling the new food contracts and easing concerns that legacy product weakness would obfuscate growth.
Long $FSI — speaker uses 'our concerns' (implying ownership); management explicitly stated upcoming quarters will be much stronger, suggesting no further delays in scaling the new food contracts and easing concerns that legacy product weakness would obfuscate growth.
Other
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