Andrew Wagner

Reporter, The Block
· tracked since Jul 2026
Calls
1
Win Rate
0.0%
return
-7.2%
Calls 1 1 Posts tracked · 0.2/day
Calls
7d 1
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
0981.HK Long -7.2%
Most Mentioned
0981.HK ×1
Recent Calls
0981.HK Long 4 days ago
Win Rate 0% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return -7.2% Long Return -7.2% Short Return -
Average Return
7d —
30d —
90d —
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Thesis
Theme
Source
0981.HK Semicond... Semiconductor Manuf...
Long
Jul 16
$75.20
-7.2%
SMIC scales aggressively despite EUV restrictions
SMIC's N+3 process achieves extremely aggressive scaling without EUV, reaching parity with the world's leading fabs in some aspects while managing yield and performance through innovative process decisions. Export restrictions have forced SMIC to innovate, creating progress despite being unable to use EUV.
Foundry Equipment
YOUTUBE
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Andrew Wagner has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: 0981.HK.