InfluAlpha

Tom Nash

Investment Portfolio (Last 12 Months)

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Avg position return
+10.4%
Positions
17
Calls
23
In profit
65%

17 positions · 23 calls · entered at the close on the day of the call · marked to 10 Oct 2026 Book rebuilt 09 Oct 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 $209.05 Calls 2 Return +59.8%
  2. CRWD NASDAQ CrowdStrike Holdings, Inc. - Class A Common Stock First call 10 Jul 2026 Avg entry $187.18 Last $275.04 Calls 1 Return +46.9%
  3. MSFT NASDAQ Microsoft Corporation - Common Stock First call 10 Jul 2026 Avg entry $393.70 Last $535.07 Calls 2 Return +35.9%
  4. BE NYSE Bloom Energy Corporation Class A Common Stock First call 10 Jul 2026 Avg entry $220.84 Last $280.50 Calls 2 Return +27.0%
  5. MU NASDAQ Micron Technology, Inc. - Common Stock First call 20 Jul 2026 Avg entry $865.46 Last $1,029.00 Calls 1 Return +18.9%
  6. CEG NASDAQ Constellation Energy Corporation - Common Stock When-Issued First call 10 Jul 2026 Avg entry $251.38 Last $298.07 Calls 1 Return +18.6%
  7. ANET NYSE Arista Networks, Inc. Common Stock First call 10 Jul 2026 Avg entry $186.96 Last $216.74 Calls 1 Return +15.9%
  8. NVDA NASDAQ NVIDIA Corporation - Common Stock First call 10 Jul 2026 Avg entry $210.96 Last $229.28 Calls 1 Return +8.7%
  9. AMZN NASDAQ Amazon.com, Inc. - Common Stock First call 10 Jul 2026 Avg entry $247.67 Last $262.43 Calls 2 Return +6.0%
  10. DLR NYSE Digital Realty Trust, Inc. Common Stock First call 20 Jul 2026 Avg entry $176.25 Last $178.76 Calls 1 Return +1.4%
  11. ASML NASDAQ ASML Holding N.V. - New York Registry Shares First call 10 Jul 2026 Avg entry $1,768.17 Last $1,780.34 Calls 2 Return +0.7%
  12. GOOGL NASDAQ Alphabet Inc. - Class A Common Stock First call 10 Jul 2026 Avg entry $354.59 Last $351.66 Calls 2 Return −0.8%
  13. ARM NASDAQ Arm Holdings plc - American Depositary Shares First call 20 Jul 2026 Avg entry $269.61 Last $266.28 Calls 1 Return −1.2%
  14. AVGO NASDAQ Broadcom Inc. - Common Stock First call 20 Jul 2026 Avg entry $378.16 Last $361.54 Calls 1 Return −4.4%
  15. GEV NYSE GE Vernova Inc. Common Stock First call 20 Jul 2026 Avg entry $1,079.18 Last $1,004.73 Calls 1 Return −6.9%
  16. VRT NYSE Vertiv Holdings, LLC Class A Common Stock First call 10 Jul 2026 Avg entry $318.86 Last $242.78 Calls 1 Return −23.9%

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 $82,501.00 Calls 1 Return −25.2%

Understand these figures or report an error: Methodology Corrections policy