NVDA | Long Idea
NVDA - Nvidia - April 2022
Long idea for a mega-cap semiconductor company.
Some of my trade idea presentations and pitches.
Generating trade ideas is something I really enjoy doing ever since I underwent enlightening mentorships at the Instiute of Trading and Portfolio Management (ITPM). Here are some examples of what I do to generate ideas.
Long Ideas
WING | Long Idea
WING - Wingstop - September 2021
Long idea for a mid-cap chicken franchise company.
SAIA | Long Idea
SAIA - Saia, inc. - September 2021
Long idea for a mid-cap company in the trucking industry.
AMBA | Long Idea
AMBA - Ambarella - September 2021
Long idea for a small-cap semiconductor company.
TOL | Long Idea
TOL - Toll Brothers - June 2021
Long idea for a mid-cap luxury homebuilding company.
PSTG | Long Idea
PSTG - Pure Storage - April 2022
Long idea for a small-cap storage hardware company.
Short Ideas
GPI | Short Idea
GPI - Group 1 Automotive - June 2021
Short idea for a mid-cap auto dealer.
SHW | Short Idea
SHW - Sherwin Williams - September 2022
Short idea for a mid-cap homebuilding company.
INTC | Short Idea
INTC - INTEL Corp - April 2022
Short idea for a large-cap Semiconductor foundry company.