Calls
1
André Leite
CIO, TAG Investimentos
Win Rate
0.0%
return
-5.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 17
$594.40
-5.8%
AI is a multi-year technology supercycle, likely lasting 8-10 years, and is only in year two or three. US hyperscaler AI cloud backlog reached around $1.73 trillion, roughly double the US defense backlog, and TAG has 60+ AI projects where models are exceeding expectations. Corrections like the memory selloff created entry points in memory names within the AI/semiconductor supply chain.
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André Leite has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: SMH.
