Spencer Yen

@spencer

all my takes mark the top

5 published takesReturn since start

Micron Max Conviction
MU · SNDK · LRCXRealpracticed +0.8%
+1.1%
since Sep 29
Medicine 2045
TMO · VRTX · DHR +18Real
+0.2%
since Oct 2
Cash-Pay Healthcare Shift
LLY · TMO · HIMS +15Real
+0.2%
since Oct 2
Touch Grass Economy
RIVN · YETI · LYV +17Practice
−0.2%
since Sep 28
Home AI Edge Compute
MU · AAPL · NVDA +15Realpracticed +1.7%
−0.2%
since Oct 2