YOUNG BULL
Founding 50 →
Quinn's book 25 Your watchlist 8
▌ Overlap · plain text

You hold 3 of 5 anchors. Missing VST and ALMU. 4 names Quinn is not watching.

Shared names3
Quinn-only22
Your-only5
▌ Set view · Sankey-Venn hybrid
MU NBIS AVGO TSM SMCI META SOXL DELL VST ALMU CEG + 19 more YOUR · 8 QUINN · 25
▌ Shared · 3
3
MUNBISAVGO
▌ Quinn-only · 22
22
VSTALMUCEG+19
▌ Your-only · 5
5
TSMSMCIMETASOXLDELL
▌ Layer distribution · physical-layer classification

Where each book sits.

See the map →
Quinn's bookYour watchlist
L01Power & Grid
32%
0%
L02Compute & Memory
28%
48%
L03Networking
14%
6%
L04Photonics
11%
0%
L05Datacenters
13%
18%
L06Cooling
2%
8%
L07Defense AI
0%
12%
L08Quantum
0%
8%
Shadow forecast
What your YTD looks like if you held Quinn's book instead · 90-day confidence band
Backtest · not a guarantee
FEB MAR APR MAY TODAY +24.18% +11.42%
Your actual YTD +11.42% 8 names · 30% cash
If you held Quinn's book +24.18% 25 names · 100% deployed
Delta +12.76 pts past results not future returns
⏎ Privacy boundary. Your cost basis and share counts never leave the server. Comparison runs on the 16-field whitelist. Read the spec on GitHub.