| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| MU | ×1 | LONG | HIGH | $451.83 | AI/Semi | High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026, and prices are rising, which is leading to record profits for memory chip makers such as Micron and SK Hynix. | Apr 21 | YOUTUBE | |
| 000660.KS | ×1 | LONG | HIGH | $1224000.00 | AI/Semi | High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026, and prices are rising, which is leading to record profits for memory chip makers such as Micron and SK Hynix. | Apr 21 | YOUTUBE | |
| URANIUM | ×1 | LONG | HIGH | $56.30 | Energy | Given the energy scarcity in the world and the power bottleneck for AI data centers, nuclear power will be increasingly needed to harness energy, and uranium is a key part of this solution as a fuel for nuclear power, also part of the green energy transition. | Apr 21 | YOUTUBE |