Track Record

Booked picks

The full ledger

• Aug 29, 2026 · ANET — Added to universe @ $195 · Robot call
  High-speed AI networking switch leader capturing dominant market share in hyperscaler datacenter backbones.
• Aug 29, 2026 · TMO — Added by the desk · Human call
  Pharma map — Thermo Fisher; the picks and shovels of drug development. Factory section.
• Aug 29, 2026 · CVS — Added by the desk · Human call
  Pharma map — CVS Health; Caremark, the formulary that dropped Zepbound. Toll Booth section.
• Aug 29, 2026 · UNH — Added by the desk @ $415 · Human call
  Pharma map — UnitedHealth; the biggest payer, Optum PBM. Toll Booth section.
• Aug 29, 2026 · HIMS — Added by the desk · Human call
  Pharma map — Hims & Hers; telehealth GLP-1 channel, Novo's Wegovy distribution deal. Challengers section.
• Aug 29, 2026 · VKTX — Added by the desk · Human call
  Pharma map — Viking Therapeutics; VK2735 pure-play GLP-1 long shot. Challengers section.
• Aug 29, 2026 · BNTX — Added by the desk · Human call
  Pharma map — BioNTech; Comirnaty royalties funding an oncology pivot. mRNA Hangover section.
• Aug 29, 2026 · MRNA — Added by the desk · Human call
  Pharma map — Moderna; the mRNA hangover, RFK-era regulatory whiplash. mRNA Hangover section.
• Aug 29, 2026 · AMGN — Added by the desk · Human call
  Pharma map — Amgen; MariTide monthly obesity shot in Phase 3. Patent Cliff section.
• Aug 29, 2026 · BMY — Added by the desk · Human call
  Pharma map — Bristol Myers; the cliff poster child at a single-digit multiple. Patent Cliff section.
• Aug 29, 2026 · JNJ — Added by the desk · Human call
  Pharma map — Johnson & Johnson; diversified pharma + MedTech fortress. Patent Cliff section.
• Aug 29, 2026 · ABBV — Added by the desk @ $246 · Human call
  Pharma map — AbbVie; the Humira-cliff survivor, Skyrizi/Rinvoq. Patent Cliff section.
• Aug 29, 2026 · MRK — Added by the desk · Human call
  Pharma map — Merck; Keytruda ~$31B with 2028 US exclusivity loss looming. Patent Cliff section.
• Aug 29, 2026 · PFE — Added by the desk · Human call
  Pharma map — Pfizer; steepest patent cliff in the industry, $10B Metsera obesity bet. Patent Cliff section.
• Aug 29, 2026 · NVO — Added by the desk · Human call
  Pharma map — Novo Nordisk; Ozempic/Wegovy inventor, the other half of the GLP-1 duopoly. GLP-1 Duopoly section.
• Aug 29, 2026 · TLN — Stage change — → Buy Zone @ $296 · Human call
  Raised FY26 guidance in August with street targets near $500, yet Pennsylvania grid-policy fear pins it at 9.6x forward earnings — the power behind the AI buildout, on sale. Buy-zone.
• Aug 29, 2026 · LLY — Sold @ $1,175 -0.1% (cut) · Human call
  The robot re-added Lilly on Tuesday with barely 2% left to its own value — the math said this trade was done before it started. We stamped take-profit the same day and today we clear the slot. Flat exit, nothing booked, and the bench spot goes to a real setup.
• Aug 28, 2026 · PAAS — Sold @ $52.87 +9.9% (cut) · Robot call
  Exiting PAAS to reallocate capital into higher-conviction AI semiconductor equipment leader AMAT while keeping slate balanced.
• Aug 28, 2026 · AMAT — Stage change — → Buy Zone @ $462 · Robot call
  Monopolistic wafer fab equipment positioning catches accelerating HBM and GAA transistor capex waves in prime buy-zone.
• Aug 28, 2026 · AMAT — Added to universe @ $462 · Robot call
  Monopoly-like position in semiconductor wafer fab equipment puts AMAT directly in the crosshairs of the global AI chip infrastructure expansion.
• Aug 28, 2026 · ANET — Dropped @ $195 · Robot call
  Target hit as valuation reaches fair value with upside fully tapped out, clearing a bench slot for higher growth.
• Aug 27, 2026 · LLY — Stage change Buy Zone → Take Profit @ $1,176 · Human call
  Overriding the robot again: it added Lilly 3% below our value and called it a buy — its own reason admits the upside is nearly gone. Quality name, finished trade. Flagged to book; GLP-1 can earn a re-entry at a real discount.
• Aug 27, 2026 · LLY — Stage change — → Buy Zone @ $1,176 · Robot call
  Added 25h ago on GLP-1 dominance; holding strong as upside approaches fair value.
• Aug 26, 2026 · ANET — Sold @ $202 +7.2% (target-hit) · Human call
  Booked +7.2% in three days. We flagged take-profit at 4% from our value on Tuesday; today it traded through $198 and the discipline is the same in both directions — we sell at value. The robot bought well, the desk booked it.
• Aug 26, 2026 · LLY — Added to universe @ $1,189 · Robot call
  Unstoppable GLP-1 weight-loss franchise drives historic revenue expansion and captures an open rotatable standard bench slot.
• Aug 25, 2026 · ANET — Stage change Hold → Take Profit @ $191 · Human call
  Four percent from our value — the position the robot opened on Sunday has already done its job. Flagged to book it; the networking story can earn a re-entry at a real discount.
• Aug 25, 2026 · RDDT — Stage change Buy Zone → Hold @ $162 · Human call
  The S&P-inclusion pop is back — +6% today and now just 9% from our value. The 61%-growth thesis holds, but the discount is gone: holding, not adding.
• Aug 24, 2026 · LVMUY — Added by the desk · Human call
  Beauty map — LVMH ADR; Sephora, Fenty, Dior Beauty — both counter and channel. Prestige Guard section.
• Aug 24, 2026 · LRLCY — Added by the desk · Human call
  Beauty map — L'Oréal ADR; Maybelline/NYX own the mass shelf ELF is raiding. Mass Shelf War section.
• Aug 24, 2026 · IFF — Added by the desk · Human call
  Beauty map — fragrance and ingredients layer under the industry. Factory section.
• Aug 24, 2026 · TGT — Added by the desk · Human call
  Beauty map — ELF's original launchpad and marquee mass channel. Shelf section.
• Aug 24, 2026 · ULTA — Added by the desk · Human call
  Beauty map — the biggest US beauty-only retailer; channel and gatekeeper. Shelf section.
• Aug 24, 2026 · COTY — Added by the desk · Human call
  Beauty map — CoverGirl/Rimmel; the legacy mass house losing shelf to ELF. Mass Shelf War section.
• Aug 24, 2026 · EL — Added by the desk · Human call
  Beauty map — Estée Lauder, prestige turnaround; the house whose hero products get duped. Prestige Guard section.
• Aug 24, 2026 · ELF — Added by the desk · Human call
  Beauty map hub — the mass-cosmetics disruptor: +38% sales, 7th straight year of share gains, Rhode (~$1B, Sephora) plus the tariff margin story.
• Aug 24, 2026 · ANET — Stage change Buy Zone → Hold @ $189 · Human call
  Overriding the robot: it re-added Arista just 5% below our value and stamped it a buy. The networking story is real and the position stays — but Buy Zone means we would put fresh money in today, and at 5% to value we would not. Holding.
• Aug 23, 2026 · CCJ — Sold @ $103 +5.3% (cut) · Robot call
  CCJ revenue contracted 7.2% YoY with lumpy deliveries and rich 176x PE, making room for higher-conviction AI infrastructure exposure in ANET.
• Aug 23, 2026 · ANET — Stage change — → Buy Zone @ $189 · Robot call
  Added to lead enterprise AI Ethernet networking; strong hyperscaler cluster deployment earns immediate buy-zone status.
• Aug 23, 2026 · ANET — Added to universe @ $189 · Robot call
  Arista Networks dominates enterprise AI cluster networking, offering prime exposure to high-speed data center switching growth.
• Aug 23, 2026 · LLY — Dropped @ $1,255 · Robot call
  Target hit with upside compressed to just +2.2%, clearing a rotatable bench slot for higher-upside AI ideas.
• Aug 23, 2026 · PAAS — Stage change Buy Zone → Hold @ $53.07 · Human call
  Silver ripped and took us +10% in five days — with 19% left to our value the easy entry is gone. Same playbook as CCJ: hold the winner, stop adding.
• Aug 21, 2026 · UBER — Stage change Buy Zone → Hold @ $78.55 · Human call
  Up 9% since we re-flagged it, and the street just walked our blended value down to $94 on AV-spending plans. The ride continues but the fat pitch is gone — 20% to value is a hold, not a fresh buy.
• Aug 19, 2026 · SIMO — Stage change Hold → Buy Zone @ $243 · Human call
  The +18% spike we refused to chase fully reversed — down 11% from where we benched it, now below our entry with 34% to value while MonTitan ramps. This is the entry we were waiting for.
• Aug 19, 2026 · MU — Stage change Hold → Buy Zone @ $937 · Human call
  We benched it at 15% to value; the model just raised our value to $1,212 and the price fell below our entry — that is a 29% gap on an 80-score CORE name. The discount we would not chase came back to us.
• Aug 19, 2026 · BLK — Added by the desk · Human call
  The House map — $12T asset manager; iShares in every account. Old Money section.
• Aug 19, 2026 · MS — Added by the desk · Human call
  The House map — E*Trade owner; legacy retail brokerage. Old Money section.
• Aug 19, 2026 · FLUT — Added by the desk · Human call
  The House map — FanDuel parent; CME prediction-markets JV. Sportsbooks section.
• Aug 19, 2026 · DKNG — Added by the desk @ $25.21 · Human call
  The House map — sportsbook duopoly half; bought Railbird exchange, Predictions live in 38 states. Sportsbooks section. Reactivated as map member.
• Aug 19, 2026 · COIN — Added by the desk @ $162 · Human call
  The House map — regulated crypto exchange; HOOD's sharpest head-to-head. Crypto Ring section. Reactivated as map member.
• Aug 19, 2026 · ICE — Added by the desk · Human call
  The House map — NYSE owner; $2B Polymarket stake for the odds-as-data thesis. Exchange Lords section.
• Aug 19, 2026 · CME — Added by the desk · Human call
  The House map — biggest derivatives exchange; FanDuel Predicts JV. Exchange Lords section.
• Aug 19, 2026 · CBOE — Added by the desk · Human call
  The House map — the options exchange under the zero-DTE boom. Exchange Lords section.
• Aug 19, 2026 · SOFI — Added by the desk @ $18.55 · Human call
  The House map — banking-side super-app rival. Trading War section. Reactivated as map member.
• Aug 19, 2026 · BULL — Added by the desk · Human call
  The House map — Webull, closest Robinhood clone. Options War section.
• Aug 19, 2026 · ETOR — Added by the desk · Human call
  The House map — social/copy trading, Nasdaq-listed 2025. Trading War section.
• Aug 19, 2026 · IBKR — Added by the desk · Human call
  The House map — pro options platform + ForecastEx event exchange. Options War section.
• Aug 19, 2026 · SCHW — Added by the desk · Human call
  The House map — $10T custody giant; the asset pool HOOD drains. Trading War section.
• Aug 19, 2026 · HOOD — Added by the desk @ $94.38 · Human call
  The House map hub — retail super-app: brokerage, options, crypto, event contracts (~$147M/quarter and >50% of Kalshi volume). Reactivated as map center.
• Aug 18, 2026 · SKHY — Stage change Hold → Buy Zone @ $156 · Human call
  The 9% memory-sector flush just re-opened the door: the HBM leader at a 40% gap to our value with 256% revenue growth. We held it through the run — at this price it is a buy again.
• Aug 17, 2026 · PWR — Added by the desk @ $680 · Human call
  Quanta Services — grid-construction pick-and-shovel: transmission, substations, datacenter electrical. Record $53B backlog, FY26 revenue guided ~$39.5B. Reactivated by human as energy-web member.
• Aug 17, 2026 · PAAS — Stage change — → Buy Zone @ $48.11 · Human call
  Silver at $60 and revenue up 38%, sold off 7% on a modest cost-and-tax miss. We booked WPM at value — this is how you buy the precious-metals exposure back cheaper.
• Aug 17, 2026 · UBER — Stage change Hold → Buy Zone @ $74.99 · Human call
  Flat since entry with the second-widest value gap on the slate at 43%, and $10B+ of free cash flow buying back stock while we wait. The robot benched it too early.
• Aug 17, 2026 · AVGO — Stage change Hold → Buy Zone @ $392 · Human call
  Friday's 6% AI-trade flush round-tripped it to our entry with 32% to value and earnings Sept 2. VMware CVE noise doesn't touch the custom-silicon thesis — this is a buy again.
• Aug 17, 2026 · VST — Stage change Buy Zone → Hold @ $146 · Human call
  The AI-power trade is real, but this is the weakest scorecard on the slate — shrinking revenue doesn't earn fresh-money status. The position stays; the buy badge doesn't.
• Aug 17, 2026 · SIMO — Stage change Buy Zone → Hold @ $273 · Human call
  +18% this week and now 19% to value — the easy entry we flagged is gone. Same playbook as CCJ: hold the winner, don't chase it.
• Aug 17, 2026 · MU — Stage change Buy Zone → Hold @ $1,012 · Human call
  Memory is ripping — +17% in a week ate most of our discount and left 15% to value. That's a hold, not a fresh buy; SanDisk's investor day is exactly why we're not selling either.
• Aug 17, 2026 · GOOGL — Stage change Buy Zone → Hold @ $344 · Human call
  Cloud's growing 82% and Berkshire is buying the dip with us — but at 15% to our value the fat pitch is gone. Holding, not adding, while the AI brain-drain headlines shake out.
• Aug 17, 2026 · SNDK — Sold @ $1,787 +47.4% (target-hit) · Human call
  Booked +47% in seven days. Investor day re-rated the entire NAND story — multi-year fixed-price contracts, 80% gross margin targets — and price ran to within 2% of our $1,810 value. We sell at value; that's the whole point of having one. If the estimates keep climbing it can earn its way back.
• Aug 13, 2026 · DELL — Dropped @ $495 · Robot call
  Target hit with +8.0% gain since flagged as price exceeded our $463.30 target valuation.
• Aug 13, 2026 · CEG — Sold @ $279 0.0% (cut) · Human call
  Unwinding the robot's same-day rebuy. We booked CEG at +11% this morning on purpose: 8% to value, and we already own the AI-power trade through CCJ and VST. The seat goes back to TransDigm.
• Aug 13, 2026 · TDG — Stage change — → Buy Zone @ $1,235 · Human call
  Reopening the position the robot cut over month-old news: the DOJ story was July's $960M Stellant walk-away, while the $2.2B aftermarket deal CLOSED and guidance went UP. 23% growth, 21% margins, zero AI-capex dependence.
• Aug 13, 2026 · SNDK — Stage change Take Profit → Hold @ $1,344 · Human call
  Reversing the robot: our value is $1,774 and we're 32% below it. Take-profit means near value — a +11% three-day run is a hold, not a goodbye.
• Aug 12, 2026 · TDG — Sold @ $1,235 -1.1% (cut) · Robot call
  DOJ acquisition block stalls the inorganic growth engine; exiting to reallocate into higher-conviction AI energy plays.
• Aug 12, 2026 · CEG — Stage change — → Buy Zone @ $279 · Robot call
  Largest US nuclear operator directly monetizing hyperscaler AI baseload demand via long-term power contracts.
• Aug 12, 2026 · SNDK — Stage change Buy Zone → Take Profit @ $1,344 · Robot call
  Surged over 10% since entry on enterprise SSD demand; trading near fair value as NAND cycle matures.
• Aug 12, 2026 · SKHY — Stage change Buy Zone → Hold @ $154 · Robot call
  Dominant ~60% market share in HBM memory feeds Nvidia's Blackwell cycle; entry gain intact.
• Aug 12, 2026 · HOOD — Dropped @ $94.91 · Robot call
  Stagnant price action and an exhausted upside target make room for a higher-conviction growth engine.
• Aug 12, 2026 · TDG — Stage change — → Buy Zone @ $1,250 · Human call
  Aerospace aftermarket toll booth: 23% growth, 21% margins, raised guidance and a $2.2B bolt-on — and it doesn't live or die on AI capex like most of this slate. Our $1,478 value sits below the street's $1,537.
• Aug 12, 2026 · CEG — Sold @ $280 +11.0% (target-hit) · Human call
  Booking it. Up 10% and only 8% left to our value — the thinnest on the slate — while CCJ and VST already carry the AI-power trade. We take the win and free the seat.
• Aug 12, 2026 · NFLX — Sold @ $74.79 +2.4% (target-hit) · Robot call
  Booking profits as price approaches fair value with streaming competition and engagement normalization capping near-term upside.
• Aug 12, 2026 · RDDT — Stage change — → Buy Zone @ $156 · Robot call
  61% revenue growth and high-margin ad licensing warrant fresh entry; opening in buy-zone.
• Aug 12, 2026 · TLN — Added to universe @ $358 · Robot call
  Nuclear co-location leader supplying direct baseload power to hyperscaler AI datacenters with massive pipeline potential.
• Aug 12, 2026 · ANET — Dropped @ $198 · Robot call
  Target hit as price breached G-Street valuation target with negative remaining upside.
• Aug 11, 2026 · NFLX — Stage change Hold → Take Profit @ $74.79 · Human call
  Five percent from our value — the juice is squeezed. First official Take Profit on the ledger: we book strength, we don't marry it.
• Aug 11, 2026 · ORCL — Stage change Hold → Buy Zone @ $145 · Human call
  Back in the Buy Zone and staying there while the gap to our $246 value is this wide — a 15% run doesn't close a 69% gap. The $638B backlog is the story, not the tape.
• Aug 11, 2026 · ORCL — Stage change Buy Zone → Hold @ $145 · Robot call
  Surged 15% from entry on $638B backlog expansion; transition from buy-zone to hold to let gains run.
• Aug 10, 2026 · CCJ — Stage change Buy Zone → Hold @ $97.31 · Human call
  Up 8.5% in a week since joining — at our $112 blended value the easy entry is gone. Holding the uranium supply-deficit thesis, not chasing the pop.
• Aug 10, 2026 · ORCL — Stage change Hold → Buy Zone @ $151 · Human call
  Our blended value says $299 against a $151 price — even after a 19.5% run, the street's backlog math leaves near-2x. Back in the Buy Zone.
• Aug 10, 2026 · UBER — Stage change Buy Zone → Hold @ $78.03 · Robot call
  Dominant scale generating $10B+ free cash flow keeps our position in hold as share buybacks compound.
• Aug 10, 2026 · AVGO — Stage change Buy Zone → Hold @ $422 · Robot call
  Up 8.6% from entry on custom AI chip momentum, shifting from buy-zone to hold to let gains run.
• Aug 10, 2026 · DELL — Added to universe @ $458 · Robot call
  Surging enterprise orders for liquid-cooled AI servers provide immediate revenue growth and margin expansion.
• Aug 9, 2026 · BE — Sold @ $219 -9.9% (cut) · Robot call
  Exiting BE as extreme valuation and high beta offer inferior risk/reward compared to baseload uranium fuel.
• Aug 9, 2026 · SNDK — Stage change Watch → Buy Zone @ $1,212 · Robot call
  Explosive 371% revenue growth trading at a dirt-cheap 4.7x forward P/E in the buy-zone.
• Aug 9, 2026 · CCJ — Stage change — → Buy Zone @ $97.39 · Robot call
  Structural uranium supply deficit and utility restocking make this the premier energy fuel pick.
• Aug 8, 2026 · CRM — Sold @ $193 +15.0% (target-hit) · Robot call
  Exiting CRM as legacy seat cannibalization risks outweigh cloud growth, reallocating capital to higher-conviction AI infrastructure.
• Aug 8, 2026 · VST — Stage change — → Buy Zone @ $141 · Robot call
  Nuclear and gas generation portfolio perfectly positioned to supply AI power scarcity at compelling value.
• Aug 8, 2026 · LLY — Added to universe @ $1,186 · Robot call
  Unprecedented demand for GLP-1 weight-loss blockbusters Zepbound and Mounjaro gives Eli Lilly an unmatched long-term growth runway.
• Aug 8, 2026 · SNDK — Stage change — → Watch @ $1,212 · Human call
  NAND at 5x forward with 372% growth — we want it, but not after a 411% YTD run; let it breathe to ~$1,090.
• Aug 8, 2026 · SKHY — Stage change — → Buy Zone @ $138 · Human call
  The HBM leader at 4x forward earnings, down 18% YTD while Micron tripled — the cheapest ticket to the memory supercycle.
• Aug 8, 2026 · CRM — Stage change Buy Zone → Hold @ $193 · Human call
  +15% off the pessimism lows; at 13% to value this is a hold, not a fresh buy.
• Aug 8, 2026 · AMZN — Stage change Buy Zone → Hold @ $274 · Human call
  AWS re-acceleration is real, but +11% since entry ate the easy part — holding, not chasing.
• Aug 8, 2026 · NFLX — Stage change Buy Zone → Hold @ $74.14 · Human call
  Thesis intact but ~15% to value after the drift up — fresh money has better homes tonight.
• Aug 8, 2026 · SIMO — Stage change Hold → Buy Zone @ $256 · Human call
  Flat since entry with 35% to value while MonTitan ramps at five tier-one clouds — still a buy right here.
• Aug 8, 2026 · BE — Stage change Hold → Buy Zone @ $219 · Human call
  Record Q2 confirmed the grid-bypass thesis and the stock got 10% cheaper anyway — a gift, not a warning.
• Aug 8, 2026 · META — Stage change Hold → Buy Zone @ $592 · Human call
  Down 10% on capex panic while ads grow 28% — Meta has made this movie before; we buy below our own entry.
• Aug 8, 2026 · TSM — Stage change Hold → Buy Zone @ $420 · Human call
  Opened flat with 28% to our value — the 2nm monopoly at entry prices is a buy, not a hold.
• Aug 8, 2026 · NOW — Sold @ $125 +19.1% (target-hit) · Human call
  Booked +19.1% with barely 10% left to our value — the workflow king did its job; capital moves on.
• Aug 8, 2026 · WPM — Sold @ $134 +28.8% (target-hit) · Human call
  Booked +28.8% as streaming gains reached our value — receipts, not vibes.
• Aug 7, 2026 · TTD — Sold @ $13.8 -21.5% (cut) · Robot call
  Top-line growth deceleration and weak forward guidance broke the hyper-growth thesis, prompting a clean exit.