Calls
28
#285
Alpha Score 84.4
Andreas Steno Larsen
Founder, Steno Research
Win Rate
57.1%
return
+10.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 25
$25.24
+37.4%
HP has a strong supply chain and pricing power allowing it to pass on increased semiconductor costs to enterprise consumers, making it a beneficiary of the wafer cannibalization and scarcity in consumer electronics.
AI Hardware
Long
May 25
$76.04
-28.5%
Infineon in Germany is a great example of the power semiconductor space accelerating in the late cycle, as pricing power moves toward lower-margin semiconductor trades.
Power Semis
Long
May 25
$69.89
-65.9%
Wolfspeed has been the best semiconductor trade over the past month, benefiting from the late-cycle shift where lower-margin power semiconductor names accelerate.
Power Semis
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Andreas Steno Larsen has 28 trade ideas tracked on Buzzberg across 26 tickers since January 2026. Win rate 57% across 28 evaluated calls, average return +10.5%. Ranked #285 on the Buzzberg Alpha leaderboard. Most covered: GOLD, SILVER, BTC.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
