| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| SRVR | ×1 | LONG | HIGH | $35.12 | Other | The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift. | Apr 20 | YOUTUBE | |
| SMH | ×1 | LONG | HIGH | $461.46 | AI/Semi | The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift. | Apr 20 | YOUTUBE |