Calls
2
Bryan Ma
Vice President, IDC
Win Rate
100.0%
return
+101.3%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 07
$42.63
+156.9%
He calls 2026 a critical year for Intel. Its new Panther Lake processor launched at CES, PC vendors are rolling out systems around it, and—more importantly—Intel is manufacturing it in its own foundry, which could prove its manufacturing capability and help get Intel back on its feet. He is more optimistic on Intel than before.
Foundry Equipment
Long
Jan 07
$385.02
+45.7%
He expects the global chip/memory shortage to persist through this year and into next because new capacity takes at least a year and a half to come online, and memory suppliers are cautious about oversupply so they are enjoying rising prices. He sees supply constraints as a fairly safe bet for the next one to two years.
Thematic ETFs
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Bryan Ma has 2 trade ideas tracked on Buzzberg across 2 tickers since January 2026. Most covered: SMH, INTC.
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
