Calls
1
Byron Deeter
Partner, Bessemer Venture Partners
Win Rate
0.0%
return
-1.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 20
$565.32
-1.6%
The recent sell-off in hardware stocks is a profit-taking rotation, not a fundamental change from Chinese AI competition. Corporate America will not adopt Chinese AI models for critical data due to trust, security, and impending regulation. Frontier models will continue to lead, and hardware demand remains strong.
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Byron Deeter has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: SMH.
