Mohit Kumar
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 22
$29.51
+0.9%
Commodity-producing countries and companies benefit from higher energy prices, while commodity importers suffer, creating a relative performance divergence.
Other
Long
Apr 22
$707.99
+3.9%
The U.S. economy is less impacted by the Iran war and energy price shocks compared to Europe and Asia, leading to relative outperformance of U.S. equities.
Macro
Long
Apr 22
$155.97
+16.3%
The technology sector should be favored because large companies, particularly in tech, demonstrate better resilience during energy price shocks and market disruptions.
AI/Semi
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