Calls
1
u/Both-Extension-2404
Reddit r/wallstreetbets
Win Rate
0.0%
return
-1.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 27
$555.77
-1.9%
Author claims government agencies can step in to buy spare AI compute if commercial AI demand slows, driven by surveillance and crime-detection needs. Sustained government spending on AI inference/data centers would support semiconductor demand and AI infrastructure buildout. Long SMH as a broad bet on AI compute demand being supported by government backstop. No actual procurement plans cited; government contract cycles are slow; surveillance spending could face political/legal resistance.
Author claims government agencies can step in to buy spare AI compute if commercial AI demand slows, driven by surveillance and crime-detection needs. Sustained government spending on AI inference/data centers would support semiconductor demand and AI infrastructure buildout. Long SMH as a broad bet on AI compute demand being supported by government backstop. No actual procurement plans cited; government contract cycles are slow; surveillance spending could face political/legal resistance.
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u/Both-Extension-2404 has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: SMH.
