Calls
10
#49
Alpha Score 95.3
Sravan Kundojjala
Semiconductors Analyst at SemiAnalysis
Win Rate
70.0%
return
+18.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 21
$128.35
+33.7%
Qualcomm faces near-term AI challenges but holds long-term potential through its CPU and accelerator business.
Qualcomm faces near-term AI challenges but holds long-term potential through its CPU and accelerator business.
AI ASIC
Long
May 06
$419.72
+17.2%
Long AMD on server CPU TAM revised to 35% CAGR ($120B+ by 2030) and overtaking Qualcomm, with strong Q2 guide across all segments.
Long AMD on server CPU TAM revised to 35% CAGR ($120B+ by 2030) and overtaking Qualcomm, with strong Q2 guide across all segments.
AI Compute
Long
Apr 30
$168.60
+25.6%
Buy KLA on strong earnings beat, raised WFE guidance, accelerating growth into CY27 driven by DRAM memory spend shift and process control intensity gains.
Buy KLA on strong earnings beat, raised WFE guidance, accelerating growth into CY27 driven by DRAM memory spend shift and process control intensity gains.
Foundry Equipment
Long
Apr 23
$264.70
+17.5%
Buy LRCX on record revenue, raised WFE forecast, and margin expansion; AI capex cycle and market share gains support continued outperformance.
Buy LRCX on record revenue, raised WFE forecast, and margin expansion; AI capex cycle and market share gains support continued outperformance.
Foundry Equipment
Long
Apr 14
$1513.87
+15.1%
Buy ASML as healthy backlog and growing TSMC capex suggest the book-to-bill ratio will continue rising for multiple quarters without the stockpiling risks seen in 2022.
Buy ASML as healthy backlog and growing TSMC capex suggest the book-to-bill ratio will continue rising for multiple quarters without the stockpiling risks seen in 2022.
Foundry Equipment
Long
Mar 27
$143.92
+84.8%
Arm's strategic pivot is projected to drive significant long-term revenue and profit growth despite potential margin compression.
Arm's strategic pivot is projected to drive significant long-term revenue and profit growth despite potential margin compression.
AI ASIC
Long
Jul 17
$536.69
-2.7%
Buy semicap equipment names as TSMC's $60-64B capex program transitions from facility construction to tool deliveries in 2H26, closing the gap that opened when China revenue diverged in 2023-24 and now realigns with TSMC capex trajectory.
Buy semicap equipment names as TSMC's $60-64B capex program transitions from facility construction to tool deliveries in 2H26, closing the gap that opened when China revenue diverged in 2023-24 and now realigns with TSMC capex trajectory.
Foundry Equipment
Long
Jul 11
$435.75
-8.7%
Buy TSM as gross margins have structurally re-rated ~19 percentage points above historical levels at equivalent utilization, driven by pricing power and mix shift — meaning peak margins no longer require peak loading, permanently improving the earnings floor.
Buy TSM as gross margins have structurally re-rated ~19 percentage points above historical levels at equivalent utilization, driven by pricing power and mix shift — meaning peak margins no longer require peak loading, permanently improving the earnings floor.
Foundry Equipment
Long
May 05
$97.60
-10.7%
Buy ON semi on underutilized capacity (77% utilization) with clear path to 25-30% revenue growth as utilization reaches low 90s, plus price/mix tailwinds.
Buy ON semi on underutilized capacity (77% utilization) with clear path to 25-30% revenue growth as utilization reaches low 90s, plus price/mix tailwinds.
Power Semis
Long
Apr 24
$80.10
+17.4%
Long INTC as revenue beat, margin expansion, and accelerating AI/server demand signal a fundamental turnaround; supply constraints cap near-term but yields are improving, creating upside as capacity catches up.
Long INTC as revenue beat, margin expansion, and accelerating AI/server demand signal a fundamental turnaround; supply constraints cap near-term but yields are improving, creating upside as capacity catches up.
Foundry Equipment
Showing 10 of 10 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Sravan Kundojjala has 10 trade ideas tracked on Buzzberg across 10 tickers since March 2026. Ranked #49 on the Buzzberg Alpha leaderboard. Most covered: QCOM, AMD, LRCX.
