Calls
4
Adam Levinson
Co-Founder, Blockworks
Win Rate
75.0%
return
+12.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 24
$88.09
+10.5%
Asian semiconductor stocks sold off excessively due to perceived oil sensitivity, creating the best buying opportunity in the last month; they have been buying the dip.
Equity Indexes
Long
Apr 24
$493.41
+10.7%
The semiconductor hardware cycle is the greatest of all time, driven by AI demand, and will grow from 1% to 2% of global GDP, with strong capex from hyperscalers and insatiable demand.
Thematic ETFs
Long
Apr 24
$29.95
+30.4%
European natural gas is underpriced due to supply disruptions from Qatar, and the situation is almost impossible to fix in the short term, so they maintain length expecting prices to rise from 43 to 60 or above.
Commodities
Long
Apr 24
$51.99
-1.2%
The Iran war disrupted Qatari helium/gas supply, shifting feedstock advantage to US petrochemicals, resulting in a margin shift from Asia to US, which will last at least 18 months.
Thematic ETFs
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Adam Levinson has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: SMH, XLB, EWT.
