whopaulhugh

@whopaulhugh

15 published takesReturn since start

GLP-1 Decade
LLY · ABT · NVO +19Practice
+5.3%
since Oct 8
Floating Monaco Resorts
RCL · CCL · LVS +14Practice
−0.6%
since Oct 8
Cities Get a Conductor
GOOGL · UBER · ACM +15Practice
−0.7%
since Oct 8
Electricity Is Eating Everything
GEV · BE · SEI +21Practice
−0.7%
since Oct 15
The Fear Economy
AXON · PLTR · CRWD +18Practice
−0.8%
since Oct 7
Super Sandals and Clogs
BIRK · DECK · CROX +12Practice
−1.6%
since Oct 15
American Factory Decade
ROK · ETN · FAST +17Practice
−3.1%
since Oct 7
Discovery Economy Toolmakers
TMO · DHR · SDGR +18Practice
−5.1%
since Oct 7
Rebel Alliance: Agentic Stack
NET · COIN · AMD +13Practice
−7.3%
since Oct 7
China Wins the AI Race
BABA · BIDU · FCX +15Practice
−7.6%
since Oct 7
AI Cyber Defense Consolidation
PANW · CRWD · MSFT +14Practice
−8.2%
since Oct 7
The Electron Bottleneck
VRT · GEV · CEG +16Practice
−8.3%
since Oct 8
Robot Parts Inflection
NVDA · RRX · NOVT +17Practice
−8.9%
since Oct 7
Watts and Wafers
NVDA · TSM · GEV +19Practice
−11.7%
since Oct 7
Photonics: The AI Bottleneck
AVGO · COHR · LITE +16Practice
−17.5%
since Oct 8