Adam London

Bloomberg Markets Live
· tracked since Jul 2026
Calls
1
Win Rate
0.0%
return
-0.3%
Calls 1 1 Posts tracked · 1.0/day Posted today
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
SMH Long -0.3%
Most Mentioned
SMH ×1
USD/JPY ×1
Recent Calls
SMH Long 17 hours ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -0.3% Long Return -0.3% Short Return -
Average Return
7d —
30d —
90d —
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Theme
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SMH VanEck S... VanEck Semiconductor ETF
Long
Jul 23
$582.62
-0.3%
AI capex boosts chip stocks.
Hyperscaler AI capex spending is unambiguously positive for semiconductor and chip stocks, as evidenced by outperformance of memory makers in Asia; the tech trade today directly benefits the picks-and-shovels chip names.
Thematic ETFs
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Adam London has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: SMH, USD/JPY.