Calls
10
#94
Alpha Score 91.5
Kevin Mahn
Hennion & Walsh Asset Management President and Chief Investment Officer
Win Rate
60.0%
return
+18.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 02
$362.98
+146.1%
The speaker states, "the AI revolution comes to a screeching halt without power and without memory. When I think of memory, I think of Micron." Memory is presented as a fundamental, non-negotiable input for AI development and deployment. The company is positioned as an essential enabler of the AI theme, implying it is a critical and direct beneficiary. A technological shift away from its type of memory solutions or a collapse in AI-related capex.
The speaker states, "the AI revolution comes to a screeching halt without power and without memory. When I think of memory, I think of Micron." Memory is presented as a fundamental, non-negotiable input for AI development and deployment. The company is positioned as an essential enabler of the AI theme, implying it is a critical and direct beneficiary. A technological shift away from its type of memory solutions or a collapse in AI-related capex.
AI Memory
Long
Jul 29
$138.76
+10.6%
The larger-scale tech volatility is driven by investors poking at a perceived AI bubble, not by higher rates or financing. Companies that are not spending enough on AI are the ones likely to fall behind in the AI race, making heavy AI spenders the better-positioned investments.
Thematic ETFs
Long
Jun 23
$130.30
-1.0%
American Electric Power supplies electricity to over 5 million customers in 11 states including Virginia, the data center capital, making it a utility backdoor play on AI with stable dividends and lower volatility.
Electric Utilities
Long
Jun 23
$195.54
-1.8%
Digital Realty Trust is the largest global operator of data centers with 300 facilities, structured as a REIT with a decent dividend, and directly benefits from AI-driven data center demand.
Data Center REITs
Long
Jun 23
$77.87
+14.9%
Ingersoll Rand is an industrial HVAC provider that supplies cooling solutions essential for hot-running data centers, giving it a direct role in AI infrastructure expansion.
Industrial Automation
Long
Jun 23
$235.51
+6.2%
Aerospace and defense are working right now, with space stocks having pulled back significantly, creating opportunities in space infrastructure, satellite technologies, and drone technologies.
Thematic ETFs
Long
Jun 23
$107.32
-1.5%
Municipal bonds are very attractive for high-net-worth investors seeking high levels of tax-free income.
Bonds & Rates
Long
Jun 23
$203.15
+6.5%
Nvidia remains the hub of the AI ecosystem, selling more chips than anyone, with over 80% of revenues now from data centers, making it a long-term play on AI infrastructure; he calls it a strong buy right here.
AI Compute
Long
Jun 23
$444.24
-6.1%
Taiwan Semiconductor is a long-term buy as part of the secular AI trend, and the AI infrastructure buildout will benefit the hardware and software supply chain for years.
Foundry Equipment
Long
Jun 23
$143.60
+6.0%
M&A activity is picking up in biotech, presenting an opportunity in the sector right now.
Thematic ETFs
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Kevin Mahn has 10 trade ideas tracked on Buzzberg across 10 tickers since April 2026. Ranked #94 on the Buzzberg Alpha leaderboard. Most covered: MU, TSM, ITA.
