Back
“The AI compute trade still has legs, with Intel jumping 16% after earnings, so hold the boring shares through the vol and let the year long thesis run.”
Source
Felix JauvinYouTube“The Fed Is Irrelevant While CapEx Runs The Econo…”56:18
“I'm in the bets that I built earlier in the month of this compute thing, and I'm not in calls. I'm just in boring shares.”
Performance
Entry$81.52
Current$120.35
Since call+47.63%
Confidence72%
How this was scored
Entry$81.52Apr 24, 2026 · 07:00 UTC · paste.trade
Resolution$120.38Jul 3, 2026 · 14:56 UTC · resolve-claims-cron
Horizon1-year thesisparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
ResolvedJul 3, 2026 · 14:56 UTC
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.