Calls
4
Tom Giles
Executive Editor for Technology, Bloomberg
Win Rate
0.0%
return
-4.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 24
$1774000.00
-5.9%
The memory chip crunch is not over; underlying fundamentals remain good and demand for SK hynix, Micron and Samsung still strong, making recent declines a buying opportunity rather than a reason to worry.
AI Memory
Long
Jul 24
$251000.00
-1.0%
The memory chip crunch is not over; underlying fundamentals remain good and demand for SK hynix, Micron and Samsung still strong, making recent declines a buying opportunity rather than a reason to worry.
AI Memory
Long
Jul 24
$100.23
-2.4%
Intel's data-center server chip demand is surging, driving strong results and bullish forecasts, while capex is increasing and foundry ambitions are progressing, supporting a sustained turnaround.
Foundry Equipment
Long
Jul 24
$990.21
-9.8%
The memory chip crunch is not over; underlying fundamentals remain good and demand for SK hynix, Micron and Samsung still strong, making recent declines a buying opportunity rather than a reason to worry.
AI Memory
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Tom Giles has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: MU, INTC, 000660.KS.
