Calls
16
#10
Alpha Score 99.3
Aaron Wei
Semiconductor Analyst
Win Rate
81.2%
return
+34.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 13
$338.31
+22.7%
TSM is positioned as a key technology leader in the CPO space due to its advanced COUPE platform.
Foundry Equipment
Long
Apr 14
$246.83
+84.8%
Buy AMD ahead of its May 5th earnings, as GPU and CPU demand is outstripping supply, and robust guidance is anticipated due to the "Agentic AI" trend and market share gains.
Buy AMD ahead of its May 5th earnings, as GPU and CPU demand is outstripping supply, and robust guidance is anticipated due to the "Agentic AI" trend and market share gains.
AI Compute
Long
Mar 18
$307.69
+9.9%
Strong TPU demand and sold-out 2027 capacity suggest significant upside for Google.
Hyperscalers
Long
Mar 13
$180.25
+24.8%
JPMorgan expects Nvidia to maintain its launch schedule despite potential HBM4-related supply constraints for the Vera Rubin platform.
JPMorgan expects Nvidia to maintain its launch schedule despite potential HBM4-related supply constraints for the Vera Rubin platform.
AI Compute
Long
Apr 10
$62.38
+44.4%
The author is long Intel because they believe the company will benefit significantly from the expanded total addressable market (TAM) created by the advent of AGI and inferencing workloads.
The author is long Intel because they believe the company will benefit significantly from the expanded total addressable market (TAM) created by the advent of AGI and inferencing workloads.
Foundry Equipment
Long
Mar 16
$441.80
+115.7%
Micron's record gross margin guidance presents a high-stakes binary outcome for the stock's valuation.
Micron's record gross margin guidance presents a high-stakes binary outcome for the stock's valuation.
AI Memory
Long
Mar 11
$341.57
+5.8%
Toppan's strong partnership with Broadcom on glass substrates signals positive growth potential for AVGO.
Toppan's strong partnership with Broadcom on glass substrates signals positive growth potential for AVGO.
AI ASIC
Long
Apr 27
$2455.00
+74.1%
MediaTek is a Buy as it wins Meta AR glasses SoC (replacing Qualcomm) and OpenAI edge AI project, validating ASIC capabilities and advanced packaging.
MediaTek is a Buy as it wins Meta AR glasses SoC (replacing Qualcomm) and OpenAI edge AI project, validating ASIC capabilities and advanced packaging.
AI ASIC
Long
Apr 20
$62.12
-1.0%
Buy ITEQ to capitalize on a projected 10-15% price hike in high-end copper clad laminates driven by tightening supply from AI GPU, server CPU, and LEO demand.
Buy ITEQ to capitalize on a projected 10-15% price hike in high-end copper clad laminates driven by tightening supply from AI GPU, server CPU, and LEO demand.
Equity Indexes
Long
Mar 25
$157.07
+49.3%
ARM shifts strategy by unveiling its first in-house AGI data center CPU.
AI ASIC
Long
Mar 13
$283.44
+25.6%
JPMorgan anticipates Feynman will adopt CoPoS technology.
Banks
Long
Jun 24
$28.01
-29.1%
Buy UMC as HSBC upgrades to Buy, citing TSMC's accelerating consolidation from 8" to 12" wafers driving secondary foundry demand, UTR ramping to 91%/87%/93% in 2H26/1H27/2H27, 11%/27% ASP increases in 2026/27, and potential INTC partnership extension plus TFLN/advanced packaging optionality.
Buy UMC as HSBC upgrades to Buy, citing TSMC's accelerating consolidation from 8" to 12" wafers driving secondary foundry demand, UTR ramping to 91%/87%/93% in 2H26/1H27/2H27, 11%/27% ASP increases in 2026/27, and potential INTC partnership extension plus TFLN/advanced packaging optionality.
Foundry Equipment
Long
Apr 23
$3910.00
+50.8%
Buy GUC due to extensive and newly disclosed engagement with Tesla, which is expected to drive significant revenue growth and propel the stock toward the stated 4000 price target.
Buy GUC due to extensive and newly disclosed engagement with Tesla, which is expected to drive significant revenue growth and propel the stock toward the stated 4000 price target.
Foundry Equipment
Long
Apr 14
$133.60
+54.2%
Buy Marvell as its expanding involvement in both TPU and LPU architectures positions it to benefit from rapidly rising optical circuit switch ratios in scale-up scenarios.
Buy Marvell as its expanding involvement in both TPU and LPU architectures positions it to benefit from rapidly rising optical circuit switch ratios in scale-up scenarios.
AI ASIC
Long
Apr 11
$206000.00
+21.6%
Strong memory demand relative to supply is expected to drive Q2 prices up significantly (80% for mobile, 50% for PC), pushing Samsung's 2026 full-year earnings to record highs.
Strong memory demand relative to supply is expected to drive Q2 prices up significantly (80% for mobile, 50% for PC), pushing Samsung's 2026 full-year earnings to record highs.
AI Memory
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Aaron Wei has 16 trade ideas tracked on Buzzberg across 16 tickers since March 2026. Win rate 81% across 16 evaluated calls, average return +34.2%. Ranked #10 on the Buzzberg Alpha leaderboard. Most covered: TSM, AMD, GOOGL.
