| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| SMH | ×1 | LONG | HIGH | $506.26 | AI/Semi | Domestic Chinese semiconductor stocks are the best trade because Deep Seek's lowering of token prices will drive demand for domestic AI chips, creating a reinforcing cycle with China's domestic computing centers and leading to a successful business model similar to US CapEx boom. | Apr 28 | YOUTUBE |