Joe Morrissey

@morrisseyjoe

5 published takesReturn since start

Financial Repression Toll Collectors
UNP · AMT · VICI +15Realpracticed +0.6%
+4.2%
since Oct 5
The 2028 Gas Squeeze
EQT · EXE · AR +17Realpracticed +0.9%
+3.2%
since Oct 5
Behind-the-Meter Power Rush
BE · GEV · CMI +16Realpracticed +1.1%
−4.0%
since Oct 5
Watts, Wafers and Wrenches
TSM · NVDA · GEV +25Practice
−10.8%
since Oct 2
Riding the AI Capex Flood
NVDA · TSM · CRWV +16Realpracticed −0.6%
−13.8%
since Oct 5