| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| IGV | ×1 | LONG | HIGH | $85.67 | AI/Semi | Shantanu Narayen argues that bears are wrong about the software sector; AI disruption actually creates more opportunity for creative companies, as new interfaces and modalities expand the market. | Apr 20 | YOUTUBE | |
| ADBE | ×1 | LONG | HIGH | $247.94 | AI/Semi | Shantanu Narayen expresses strong confidence in Adobe's future, citing its established strategy, ongoing innovation with AI models like Firefly, and business momentum, despite market concerns about software stocks in the AI era. | Apr 20 | YOUTUBE |