Rob Kitchen

Head of Content, CoinDesk
· tracked since Apr 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
SMH long +33.8%
MAGS long +5.1%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
MAG7 ×1
Recent Calls
MAGS long 1 month ago
SMH long 1 month ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +19.5% Long Return +19.5% Short Return -
Average Return
7d +5.7%
30d +13.9%
90d —
Result
Result
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Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MAGS Roundhil... Roundhill Magnifice...
Long
Apr 20
$65.76
+5.1%
Long MAG-7 stocks for earnings growth.
We own six out of the seven MAG-7 stocks as durable growers that are delivering and beating earnings expectations, contributing significantly to overall earnings growth.
Macro
YOUTUBE
SMH VanEck S... VanEck Semiconductor ETF
Long
Apr 20
$462.62
+33.8%
Overweight semiconductors for durable growth.
We are way overweight semiconductors because they are durable growers with fundamentally supported earnings, benefiting from the market's focus on growth.
AI/Semi
YOUTUBE
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