Young Bull · Watchlist

Lifetime

+24.18%

since 2025-09-12 · open book

Account

$56,726

USD · single brokerage

SPY YTD

+11.42%

delta to book · +12.76 pts

Names

25 / 8

book / watchlist · 5 anchors

▌ Sleeve allocation · click to filter

100% deployed · 0% cash

Ticker Name Last Day Lifetime 30d Weight

▌ Agents · last 10 poll 60s

filings-watch14s ago

MU 10-Q lands. HBM3E ramp called out 4 times. Mgmt cmm. on 2026 supply.

price-flag2m ago

VST down 3.1% on PJM capacity headline. No thesis change. Keeping.

congress-bot11m ago

Sen. Murkowski bought CEG 5k to 50k. Power sleeve. Watching.

earnings-watch28m ago

AVGO earnings 12 days out. Pre-call memo queued.

insider-tape41m ago

CEO of NBIS 10b5-1 grant. 180k shares vest 2027.

thesis-audit1h ago

ALMU InP yield update. Thesis still intact, severity LOW.

analyst-run2h ago

Goldman cuts VRT to neutral. Cooling re-rated. Read.

substack-trace3h ago

Latest Stratechery names AVGO twice. No new info.

macro-tape4h ago

10Y at 4.21. No action. Repricing power names if 4.6+.

vault-index5h ago

Snapshot stored. 25 positions, 100% deployed.