Calls
2
Bloomberg Senior Intelligence
Senior Intelligence Strategist, Bloomberg
Win Rate
0.0%
return
-4.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 13
$1772.00
-1.4%
ASML should benefit substantially from the massive capital spending announced by chipmakers like SK Hynix and TSMC, as it supplies the advanced lithography machines essential for AI chips. AI demand offsets softer consumer electronics.
Foundry Equipment
Long
Jul 13
$435.02
-8.4%
TSMC's strong sales growth (June up 70% YoY) confirms that AI hardware demand remains intact. The upcoming earnings will focus on gross margins and forward guidance, with expectations of sustained demand acceleration.
Foundry Equipment
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Bloomberg Senior Intelligence has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: TSM, ASML.
