Gilad Lotan

@gilgul

2 copies

5 published takesReturn since start

GLP-1 Supply Crunch
WST · STVN · TMO +13Practice
−0.9%
since Sep 30 · 1 copy
American Materials Reshoring
MP · NUE · FCX +18Practice
−3.7%
since Sep 29
Medicine 2045
VRTX · TMO · ISRG +18Practice
−4.9%
since Oct 1
AI Buildout Chokepoints
MU · TSM · VRT +13Practice
−8.2%
since Oct 1
New Guard Defense Tech
PLTR · AVAV · RKLB +15Practice
−14.9%
since Sep 30 · 1 copy