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RosterIn the roster since Aug 30 for $GOOGL $NVDA · last checked Sep 13 13:02
$CMEBullish2026-09-091 entryCME is a strong holding due to high margins, the value of its S&P index stake, and revenue from both trading volume and hedging activity.
$ICEBullish2026-09-091 entryICE is a holding due to valuation under 20x FCF and the protective nature of its internal clearing operation.
$METANo side taken2026-09-091 entryMeta's free cash flow is gone due to capex; LLM spend seems non-existential so they could reduce it sooner than others.
$ABSIBullish2026-09-021 entryABSI is held for its pending royalty litigation; favorable trial read supports upside (multi-bagger potential) with downside protection from royalty cash flows if lost.
$ANABBullish2026-09-021 entryANAB is held as an investment; recent separation of development assets from royalty stream makes historical analysis irrelevant, and pending litigation outcome (expected by end of year) offers multi-bagger upside or royalty-based downside protection.
$NNXNo side taken2026-09-021 entryNextNav requires more patience due to FCC delays, but spectrum value is rising amid growing demand for low-band connectivity.
$WHRBearish2026-09-021 entrySpeaker exited WHR; thesis failed due to management issues and unmet market expectations.