Max Kan

Substack author, SemiAnalysis
· tracked since May 2026
Calls
1
Win Rate
0.0%
return
-4.3%
Calls 1 4 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
META Long -4.3%
Most Mentioned
META ×1
Recent Calls
META Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -4.3% Long Return -4.3% Short Return -
Average Return
7d +1.9%
30d -2.0%
90d -2.8%
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Result
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Thesis
Theme
Source
META Meta Pla... Meta Platforms, Inc.
Long
May 06
$604.96
-4.3%
Meta's compute advantage will widen gap.
Meta will pull away from Chinese AI companies like DeepSeek and Kimi because they have a massive compute advantage, having signed huge deals and rebuilt their AI team, and the amount of compute is a key input to model quality. This gap will become evident in the second half of 2026 or first half of 2027.
Hyperscalers
YOUTUBE
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Max Kan has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: META.