InfluAlpha

Tom Nash

Investment Portfolio (Last 12 Months)

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Avg position return
+0.9%
Positions
17
Calls
23
In profit
47%

17 positions · 23 calls · entered at the close on the day of the call · marked to 26 Aug 2026 Book rebuilt 23 Aug 2026

Buy Recommendations

Stocks recommended for purchase in the last 12 months

  1. PLTR NASDAQ Palantir Technologies Inc. - Class A Common Stock First call 10 Jul 2026 Avg entry $130.82 Last $172.73 Calls 2 Return +32.0%
  2. MSFT NASDAQ Microsoft Corporation - Common Stock First call 10 Jul 2026 Avg entry $393.70 Last $491.71 Calls 2 Return +24.9%
  3. CEG NASDAQ Constellation Energy Corporation - Common Stock When-Issued First call 10 Jul 2026 Avg entry $251.38 Last $278.42 Calls 1 Return +10.8%
  4. MU NASDAQ Micron Technology, Inc. - Common Stock First call 20 Jul 2026 Avg entry $865.46 Last $932.97 Calls 1 Return +7.8%
  5. DLR NYSE Digital Realty Trust, Inc. Common Stock First call 20 Jul 2026 Avg entry $176.25 Last $188.55 Calls 1 Return +7.0%
  6. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 10 Jul 2026 Avg entry $247.67 Last $261.06 Calls 2 Return +5.4%
  7. ANET NYSE Arista Networks, Inc. Common Stock First call 10 Jul 2026 Avg entry $186.96 Last $189.30 Calls 1 Return +1.3%
  8. NVDA NASDAQ NVIDIA Corporation - Common Stock First call 10 Jul 2026 Avg entry $210.96 Last $213.05 Calls 1 Return +1.0%
  9. CRWD NASDAQ CrowdStrike Holdings, Inc. - Class A Common Stock First call 10 Jul 2026 Avg entry $187.18 Last $185.38 Calls 1 Return −1.0%
  10. ASML NASDAQ ASML Holding N.V. - New York Registry Shares First call 10 Jul 2026 Avg entry $1,768.17 Last $1,744.16 Calls 2 Return −1.4%
  11. BE NYSE Bloom Energy Corporation Class A Common Stock First call 10 Jul 2026 Avg entry $220.84 Last $217.45 Calls 2 Return −1.5%
  12. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 10 Jul 2026 Avg entry $354.59 Last $346.96 Calls 2 Return −2.2%
  13. AVGO NASDAQ Broadcom Inc. - Common Stock First call 20 Jul 2026 Avg entry $378.16 Last $356.74 Calls 1 Return −5.7%
  14. ARM NASDAQ Arm Holdings plc - American Depositary Shares First call 20 Jul 2026 Avg entry $269.61 Last $241.56 Calls 1 Return −10.4%
  15. GEV NYSE GE Vernova Inc. Common Stock First call 20 Jul 2026 Avg entry $1,079.18 Last $926.73 Calls 1 Return −14.1%
  16. VRT NYSE Vertiv Holdings, LLC Class A Common Stock First call 10 Jul 2026 Avg entry $318.86 Last $255.75 Calls 1 Return −19.8%

Sell Recommendations

Stocks recommended for sale in the last 12 months A sell gains when the price falls

  1. BTC CRYPTO Bitcoin First call 22 Jul 2026 Avg entry $65,900.00 Last $78,497.00 Calls 1 Return −19.1%