Salman Ahmed
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 21
$47.79
+1.6%
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
Macro
Long
Apr 21
$223.09
+3.5%
European equities are more vulnerable due to energy dependence, but selective opportunities exist in security and hardware themes, such as national champion semiconductors.
NatSec
Long
Apr 21
$55.18
+6.5%
As de-escalation occurs, they will reallocate away from the U.S. into energy and real rate countries (commodity exporters).
Energy
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