$CSCO - Cisco was identified early as the arms dealer to the Internet with massive growth potential despite already being a successful stock.
$ROKU - Roku had strong potential in connected TV despite VCs' fears of competition from tech giants, as those companies weren't prioritizing this market.
$AI - AI represents a 20-30 year exciting cycle comparable to the early internet era, with massive growth potential across the technology stack.
$SEMIS - Semiconductors are foundational to AI and represent a core investment opportunity given their critical role in the AI revolution.
Bearish:
$VALUE - Traditional value investing strategies have been structurally impaired by quantitative investors who don't feel emotions like embarrassment, removing the alpha from owning out-of-favor stocks.
$WEWORK - WeWork was identified as a mistake investment, representing poor execution and business model issues.