svtrivo

Semiconductor Industry Commentator
@svtrivo · tracked since Aug 2026
Calls
2
Win Rate
50.0%
return
-6.5%
Calls 2 171 Posts tracked · 57.0/day Posted today
Calls
7d 2
30d 2
90d 2
Best Calls
TSM Long +2.2%
Worst Calls
CBRS Long -15.2%
Most Mentioned
CBRS ×2
TSM ×1
Recent Calls
CBRS Long 13 hours ago
TSM Long 2 days ago
Win Rate 50% Long 2 Short 0
Win Rate
7d —
30d —
90d —
Average Return -6.5% Long Return -6.5% Short Return -
Average Return
7d —
30d —
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
CBRS Cerebras... Cerebras Systems Inc.
Long
Aug 12
$257.93
-15.2%
Bullish on Cerebras wafer-scale AI chip
Author expresses strong bullishness on Cerebras, citing its innovative wafer-scale AI chip architecture as a genius concept.
AI Compute
TWITTER
TSM Taiwan S... Taiwan Semiconducto...
Long
Aug 10
$420.95
+2.2%
TSMC July revenue confirms AI demand strength
Buy TSM as July revenue of NT$467.58B (+44.7% YoY, +5.6% MoM) confirms continued AI infrastructure buildout momentum, with Jan–Jul cumulative growth running at +37% YoY.
Foundry Equipment
TWITTER
Showing 2 of 2 calls · sorted by mentions

svtrivo has 2 trade ideas tracked on Buzzberg across 2 tickers since August 2026. Most covered: CBRS, TSM.