Paul Malcolm

Investment Director and Head of Global Equities, GAM Investments
· tracked since May 2026
Calls
1
Win Rate
100.0%
return
+3.6%
Calls 1 3 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
ASML Long +3.6%
Worst Calls
No live losers yet
Most Mentioned
ASML ×1
STOXX EUROPE 600 ×1
SOX INDEX ×1
Recent Calls
ASML Long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return +3.6% Long Return +3.6% Short Return -
Average Return
7d +7.9%
30d -3.5%
90d —
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Side
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Thesis
Theme
Source
ASML ASML Hol... ASML Holding N.V.
Long
Jun 11
$1787.75
+3.6%
Oracle CapEx boom benefits chip equipment makers
Oracle's quarterly CapEx came in significantly higher than expected, driven by AI data-center buildout. This spending surge directly benefits semiconductor equipment manufacturers, as they supply the hardware for AI infrastructure, even if it hurts Oracle's own stock.
Foundry Equipment
YOUTUBE
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Paul Malcolm has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: ASML, STOXX EUROPE 600, SOX INDEX.