Ticker Symbol: YOU
Return
+62.8%
Hit rate
68%
Open calls
54
Closed
8
Performance
Growth of 100 in this picker's book — the Return above, over time. The book is split equally across whatever is open, re-split each time one of the 62 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. The book starts at Jan 01, 2024 — the same date every book on the site starts — flat at 100 until this picker's first tracked call, with benchmarks measured from the same day, so the gap to the index is comparable across pickers. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes.
Growth of 100
Coverage is not complete. Calls are read from video transcripts, and some videos can't be captured — YouTube does not always serve the captions, and a video we miss is a call we never see. Buys are announced and sells are quiet, so what a missing video most likely hides is an exit: a position may show as open that the picker has already closed. Treat these as a good-faith reconstruction, not an audited record.
Open calls
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| CEG | Sep 05, 2026 | $298.96 | $284.75 | -4.8% |
| Constellation operates America’s largest nuclear fleet, which cannot be replaced this decade, with a 20-year Microsoft deal. | ||||
| FN | Sep 05, 2026 | $407.40 | $414.58 | +1.8% |
| Fabrinet assembles optical modules for Nvidia, Amazon, and Cisco and has limited analyst coverage. | ||||
| GEV | Sep 05, 2026 | $941.95 | $957.27 | +1.6% |
| GE Vernova benefits while the grid remains supply-constrained because its gas turbines are effectively sold out for years. | ||||
| POWL | Sep 05, 2026 | $181.17 | $182.50 | +0.7% |
| Powell supplies industrial-grade switchgear needed to deliver power to AI facilities and has a backlog up 69% year over year. | ||||
| VST | Sep 05, 2026 | $149.30 | $148.38 | -0.6% |
| Vistra controls irreplaceable nuclear power and has 20-year nuclear agreements with Amazon and Meta. | ||||
| NET | Aug 11, 2026 | $310.59 | $306.53 | -1.3% |
| Its network can observe and control the growing traffic and security threats generated by AI agents. | ||||
| PNW | Aug 11, 2026 | $100.04 | $96.10 | -3.9% |
| Its integrated security platforms and identity-management capabilities can protect AI infrastructure, software, and agents. | ||||
| SAIL | Aug 11, 2026 | $19.41 | $17.24 | -11.2% |
| It is positioned to manage machine identities and AI-agent access, with potential acquisition appeal. | ||||
| KLAC | Jul 21, 2026 | $217.56 | $180.64 | -17.0% |
| Over 50% share of semiconductor process control and 80% share of optical wafer inspection. Advanced packaging inspection business expected to hit ~$1B this year. | ||||
| LRCX | Jul 21, 2026 | $322.00 | $298.22 | -7.4% |
| Core business selling etching, deposition, and wafer cleaning machines. Bet that AI chip demand and fab expansion will keep accelerating. | ||||
| VCX | Jun 25, 2026 | $81.68 | $33.50 | -59.0% |
| Public ticker for private tech; gives everyday investors access to top private pre-IPO AI companies. | ||||
| POET | May 31, 2026 | $12.29 | $7.95 | -35.3% |
| 2nd biggest winner of all time | ||||
| DRAM | Apr 09, 2026 | $32.38 | $59.10 | +82.5% |
| First-ever dedicated memory ETF; Jevons paradox will explode memory demand despite Turbo Quant fears. | ||||
| EWY | Apr 09, 2026 | $139.29 | $188.72 | +35.5% |
| iShares South Korea ETF heavily invested in Samsung and SK Hynix; Jevons paradox will explode memory demand. | ||||
| COHR | Mar 29, 2026 | $243.48 | $305.37 | +25.4% |
| 6-in wafer process plus Nvidia's investment give them the deepest moat and the best ratio of risk to reward. | ||||
| LITE | Mar 29, 2026 | $702.73 | $927.03 | +31.9% |
| if you want exposure to AI optical demand without paying for full systems, Lumentum is for you. | ||||
| CIEN | Mar 29, 2026 | $401.61 | $349.54 | -13.0% |
| Ciena makes sense for investors who want a more diversified systems-level way to play the optical networking buildout. | ||||
| VMET | Mar 29, 2026 | $9.50 | $9.65 | +1.6% |
| if you want to invest in a diversified portfolio of gold and precious metals, especially in this economy, check out First Met Royalties. | ||||
| ASML | Feb 22, 2026 | $1,469.59 | $1,698.30 | +15.6% |
| Aggressive dollar-cost averaging on market sell-offs; buys when fear and volatility spike simultaneously. | ||||
| NBIS | Jan 27, 2026 | $97.87 | $224.55 | +129.4% |
| targeting $7-9B revenue run rate by end of 2026; first cloud in Europe to run Blackwell Ultra at scale | ||||
| AMZN | Jan 14, 2026 | $236.65 | $256.78 | +8.5% |
| provides the cloud infrastructure and tooling that many robotic startups use for training, simulation, and fleet management | ||||
| IREN | Dec 29, 2025 | $39.41 | $43.83 | +11.2% |
| Dominates data center infrastructure. Building AI-first data centers and renting bare metal NVDA/AMD GPUs. | ||||
| DELL | Oct 02, 2025 | $147.37 | $567.29 | +284.9% |
| any portfolio holding them gets a lot of exposure to AI while still being fairly diversified | ||||
| ORCL | Oct 02, 2025 | $288.78 | $150.28 | -48.0% |
| any portfolio holding them gets a lot of exposure to AI while still being fairly diversified | ||||
| ANET | Sep 18, 2025 | $146.66 | $199.59 | +36.1% |
| Makes high performance Ethernet switches to connect AI clusters; AI networking revenue expected to grow 70% YoY. | ||||
| VRT | Sep 04, 2025 | $125.70 | $257.06 | +104.5% |
| Solid investing opportunity right now; Q2 earnings beat, raised guidance, deploying capital for AI infra demand, Nvidia's key data center partner. | ||||
| CRWV | Aug 17, 2025 | $99.97 | $88.99 | -11.0% |
| Undervalued AWS of AI with $30B backlog, triple-digit revenue growth, and strategic Core Scientific acquisition. | ||||
| FIG | Jul 31, 2025 | $115.50 | $23.20 | -79.9% |
| High on my list of long-term moonshots; 96% retention, 132% NDR, 46% revenue growth. | ||||
| MU | Jul 12, 2025 | $124.53 | $975.26 | +683.1% |
| I still think it's undervalued. Micron is the only American memory company and can step in as a second source for high bandwidth memory if Korean production slows down. | ||||
| AMAT | Jul 12, 2025 | $197.93 | $456.49 | +130.6% |
| Trades at a 21 forward P/E and is cheap compared to peers; has a lot of room to run over the AI era if tariffs get lowered or canceled. | ||||
| MSFT | Jun 20, 2025 | $477.40 | $495.63 | +3.8% |
| supporting AI foundation company he's investing in | ||||
| TSLA | Jun 20, 2025 | $322.16 | $365.44 | +13.4% |
| AI agents/physical robots category; has foundational AI models and infrastructure | ||||
| QCOM | Jun 06, 2025 | $149.24 | $181.97 | +21.9% |
| Chips power flagship AI devices enabling on-device agentic workflows; strong YoY growth despite stock being down 30%. | ||||
| SPMO | May 04, 2025 | $97.80 | $148.31 | +51.6% |
| Held alongside VGT for diversification of management strategy; 100 S&P 500 stocks with the highest momentum score, up more than double the S&P 500 over the last 12 months. | ||||
| CASH | Apr 12, 2025 | $67.79 | $78.62 | +16.0% |
| keep building cash until market momentum makes a steady climb out of extreme fear territory | ||||
| GOOG | Apr 12, 2025 | $159.40 | $335.45 | +110.5% |
| P/E of 20 (near 2-year low), 40% undervalued by DCF; earnings grew 36% last year | ||||
| AVGO | Mar 14, 2025 | $195.54 | $361.99 | +85.1% |
| down 20% since inauguration; revenues up 25% and EPS up over 300% YoY; 99% of internet traffic touches a Broadcom device | ||||
| GOOGL | Mar 05, 2025 | $173.02 | $338.50 | +95.6% |
| 34% undervalued / 52% upside; trading at a PE of 20 (2-year low) | ||||
| NFLX | Feb 23, 2025 | $100.32 | $77.40 | -22.9% |
| Big beneficiary of generative AI for video; already uses AI extensively in stealthy ways for recommendations, thumbnails, and content creation decisions. | ||||
| META | Feb 02, 2025 | $689.18 | $648.03 | -6.0% |
| Meta is one of the biggest and most profitable AI hardware investors; Zuckerberg believes heavy AI infrastructure investment is a long-term strategic advantage. | ||||
| CRWD | Feb 02, 2025 | $99.52 | $206.74 | +107.7% |
| DeepSeek's cheaper AI models will be used by malicious actors, escalating cyber threats; CrowdStrike's Falcon platform achieved a perfect score in a real-world ransomware test. | ||||
| PLTR | Feb 02, 2025 | $82.49 | $167.23 | +102.7% |
| Gotham and Foundry use AI to build ontologies for enterprises; AIP lowers the barrier to entry by letting users interact with these ontologies via prompts. | ||||
| TSM | Feb 02, 2025 | $209.32 | $433.24 | +107.0% |
| TSMC sits at the heart of the AI revolution, making ~90% of advanced microchips; benefits from economies of scale and network effects. | ||||
| VGT | Jan 23, 2025 | $80.79 | $121.07 | +49.9% |
| sits at the top of my list of stocks to get rich without getting lucky in 2025 | ||||
| SMH | Jan 23, 2025 | $266.85 | $568.53 | +113.0% |
| my top pick for semiconductors | ||||
| CIBR | Jan 23, 2025 | $66.71 | $94.40 | +41.5% |
| I picked it because I really like the spread of stocks that it holds | ||||
| CHAT | Jan 23, 2025 | $44.16 | $89.13 | +101.8% |
| the next fund on my list for targeted generative AI exposure | ||||
| NVDA | Jan 18, 2025 | $137.71 | $218.29 | +58.5% |
| Nvidia is the biggest AI beneficiary of the shift in computing economics and the Project Digits/RTX 50 Series announcements. | ||||
| ARM | Dec 29, 2024 | $129.20 | $264.79 | +105.0% |
| Provides broad exposure to the AI-chip and accelerator market alongside Nvidia, Broadcom, and hyperscalers. | ||||
| FTNT | Nov 30, 2024 | $95.05 | $156.07 | +64.2% |
| FortiGate and SD-WAN leadership, platform expansion, and strong margins position Fortinet to do well in 2025. | ||||
| QQQM | Jul 18, 2024 | $197.30 | $294.39 | +49.2% |
| Lower-fee, long-term buy-and-hold Nasdaq-100 foundation for a small portfolio. | ||||
| SMCI | Feb 22, 2024 | $97.55 | $40.10 | -58.9% |
| AI/data-center growth, expanding capacity, modular systems, and a relatively low forward P/E support further upside. | ||||
| AAPL | Jan 31, 2024 | $184.40 | $332.27 | +80.2% |
| Vision Pro validates spatial computing; Apple’s integrated hardware, software, ecosystem, and extensive AI acquisitions could give its Ajax model a major advantage. | ||||
| WCBR | Jan 26, 2024 | $26.17 | $39.12 | +49.5% |
| Concentrated, pure-play cybersecurity exposure with a low expense ratio and meaningful weighting in major winners. | ||||
Closed calls
| Ticker | Called | Entry | Exit | Return |
|---|---|---|---|---|
| ARM | Sep 25, 2025 | $140.65 | $110.51 | -21.4% |
| AMZN | Aug 22, 2025 | $228.84 | $232.07 | +1.4% |
| AMD | Aug 10, 2025 | $172.76 | $125.19 | -27.5% |
| QQQ | Mar 05, 2025 | $502.01 | $705.06 | +40.5% |
| AMZN | Feb 23, 2025 | $216.58 | $222.31 | +2.6% |
| FTNT | Feb 23, 2025 | $110.02 | $80.82 | -26.5% |
| PANW | Nov 30, 2024 | $193.91 | $186.18 | -4.0% |
| PATH | Jun 21, 2024 | $11.96 | $12.88 | +7.7% |
Recent calls
buy
META conviction 9/10
Pounding the table on Meta because AI-driven ad targeting lifted ad revenue 27% year over year and increased advertiser pricing per ad by 12%.
2026-09-05
· video
buy
COHR
Has been buying Coherent because its optical lasers and transceivers should benefit as AI adds optical ports faster than co-packaged optics eliminate lasers.
2026-09-05
· video
buy
LITE
Has been buying Lumentum for its optical-connectivity exposure, supported by Nvidia’s investment and purchase commitments and rapidly growing revenue.
2026-09-05
· video
buy
FN
Has been buying Fabrinet, which assembles optical modules for Nvidia, Amazon, and Cisco and has limited analyst coverage.
2026-09-05
· video
buy
POWL
Starting a position because Powell supplies industrial-grade switchgear needed to deliver power to AI facilities and has a backlog up 69% year over year.
2026-09-05
· video
buy
GOOGL conviction 9/10
Pounding the table on Google because its AI search reaches billions monthly and it is one of the few publicly investable frontier-model builders.
2026-09-05
· video
buy
CEG
Happy owning it because Constellation operates America’s largest nuclear fleet, which he says cannot be replaced this decade, with a 20-year Microsoft deal.
2026-09-05
· video
buy
VST
Happy owning Vistra because it controls irreplaceable nuclear power and has 20-year nuclear agreements with Amazon and Meta.
2026-09-05
· video
buy
GEV
Happy owning GE Vernova while the grid remains supply-constrained because its gas turbines are effectively sold out for years.
2026-09-05
· video
buy
NVDA
Wants exposure to Nvidia’s universal, flexible GPU platform as AI customers buy GPUs and ASICs at gigawatt scale; Vera Rubin supports continued growth.
2026-09-05
· video
buy
AVGO
Wants exposure to Broadcom’s efficient custom ASICs for predictable, high-volume inference workloads alongside Nvidia’s GPUs.
2026-09-05
· video
buy
TSM
Manufactures chips for both Nvidia and Broadcom, providing exposure regardless of which AI architecture ultimately leads.
2026-09-05
· video
buy
CRWV conviction 8/10
Preferred pick for lower execution risk: largest scale, most active AI power, deepest backlog, and Nvidia will buy unsold capacity through April 2032.
2026-08-31
· video
buy
IREN conviction 9/10
The single pick for maximum upside: smallest and cheapest by enterprise value, with the most contracted power per dollar and over 10x AI-revenue growth from a small base.
2026-08-31
· video
buy
NBIS conviction 6/10
Could be the right stock for investors willing to pay a higher valuation for the strongest balance sheet, fastest growth, customer prepayments, and technical capability.
2026-08-31
· video
buy
LITE conviction 8/10
Personally still buying Lumentum because optical networking may be AI’s next bottleneck and Lumentum is well positioned, with strong growth, margins, and Nvidia backing.
2026-08-24
· video
buy
COHR conviction 9/10
Personally still buying Coherent; prefers it for its vertically integrated six-inch wafer production, capacity expansion, and Nvidia backing.
2026-08-24
· video
We track this picker's explicit on-camera calls faithfully — we don't endorse or judge them. Marks are hypothetical and exclude fees and taxes. Not financial advice.