Calls
2
Douglas Yones
CEO, Direxion
Win Rate
100.0%
return
+26.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 10
$610.98
+13.6%
"If you look at the earnings cycle as a long-term investor, it's been the best earnings cycle ever in that sector ever... Those are perfect buying opportunities for a long-term investor." The recent selloff in mega-cap tech and semiconductors was driven by geopolitical panic, not deteriorating fundamentals. Because the structural demand for AI infrastructure and data processing is only increasing, these price drops offer a rare chance to buy secular growth at a discount. LONG US tech and semiconductors to capture the uninterrupted AI growth trend following a headline-driven washout. A severe macroeconomic recession forces enterprise customers to slash their IT and AI infrastructure budgets.
"If you look at the earnings cycle as a long-term investor, it's been the best earnings cycle ever in that sector ever... Those are perfect buying opportunities for a long-term investor." The recent selloff in mega-cap tech and semiconductors was driven by geopolitical panic, not deteriorating fundamentals. Because the structural demand for AI infrastructure and data processing is only increasing, these price drops offer a rare chance to buy secular growth at a discount. LONG US tech and semiconductors to capture the uninterrupted AI growth trend following a headline-driven washout. A severe macroeconomic recession forces enterprise customers to slash their IT and AI infrastructure budgets.
Equity Indexes
Long
Mar 10
$398.50
+39.6%
"If you look at the earnings cycle as a long-term investor, it's been the best earnings cycle ever in that sector ever... Those are perfect buying opportunities for a long-term investor." The recent selloff in mega-cap tech and semiconductors was driven by geopolitical panic, not deteriorating fundamentals. Because the structural demand for AI infrastructure and data processing is only increasing, these price drops offer a rare chance to buy secular growth at a discount. LONG US tech and semiconductors to capture the uninterrupted AI growth trend following a headline-driven washout. A severe macroeconomic recession forces enterprise customers to slash their IT and AI infrastructure budgets.
"If you look at the earnings cycle as a long-term investor, it's been the best earnings cycle ever in that sector ever... Those are perfect buying opportunities for a long-term investor." The recent selloff in mega-cap tech and semiconductors was driven by geopolitical panic, not deteriorating fundamentals. Because the structural demand for AI infrastructure and data processing is only increasing, these price drops offer a rare chance to buy secular growth at a discount. LONG US tech and semiconductors to capture the uninterrupted AI growth trend following a headline-driven washout. A severe macroeconomic recession forces enterprise customers to slash their IT and AI infrastructure budgets.
Thematic ETFs
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Douglas Yones has 2 trade ideas tracked on Buzzberg across 2 tickers since March 2026. Most covered: QQQ, SMH.
