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James Demmert
Founder and CIO, Street Research
Винрейт
50.0%
доходность
+2.5%
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Тикер
Сторона
Упоминания
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Цена колла
P&L
Тезис
Тема
Источник
Лонг
24 авг
$1688000.00
+0.0%
Nvidia's reported 15% price increase mirrors rising memory prices from Samsung and SK Hynix. The entire AI supply chain has been raising prices, and Nvidia is passing costs through. Watch TSMC foundries, Samsung and SK Hynix memory, and Taiwanese server makers as the whole AI supply chain reacts, while some listed server makers may suffer.
Память для ИИ
Лонг
24 авг
$348.06
-1.5%
The AI trade is becoming selective as the market draws a hard line between companies spending on AI and companies earning from it. Alphabet delivered and Microsoft passed, while Meta was punished for lack of AI spending discipline. That divergence should widen.
Гиперскейлеры
Лонг
24 авг
$910.43
+6.8%
Within the AI semiconductor complex, SK Hynix and Micron are the leaders in memory, while Nvidia is the direct chip leader. Investors wanting memory exposure should use the leading memory names rather than broad AI beta.
Память для ИИ
Лонг
24 авг
$208.48
+4.8%
Nvidia's P/E has contracted while it is growing about 50% a year, and it has enough pricing power to raise prices and pass through component inflation. Hyperscaler spending plans flow directly to Nvidia, so results should far exceed estimates and could reawaken confidence in the AI cycle.
ИИ-вычисления
Показано 4 из 4 коллов · сортировка по упоминаниям
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У James Demmert на Buzzberg отслеживается 4 торговых идей по 4 тикерам с августа 2026. Чаще всего покрывает: NVDA, GOOGL, MU.
