Chesley Intern

Intern, Chesley & Co.
· tracked since Jun 2026
Calls
1
Win Rate
0.0%
return
-5.9%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
SOXX Long -5.9%
Most Mentioned
SMH ×1
Recent Calls
SOXX Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 0%
Average Return -5.9% Long Return -5.9% Short Return -
Average Return
7d +5.6%
30d +3.9%
90d -5.6%
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Thesis
Theme
Source
SOXX iShares ... iShares Semiconductor ETF
Long
Jun 09
$559.78
-5.9%
Structural memory shortage forces long-term equipment capex
A Morgan Stanley report coins "chipflation" — structural memory supply shortage worsening through 2028 because AI infrastructure consumes all available DRAM, NAND, and HBM. The bottleneck starts with equipment: without enough tools from ASML, Lam Research, etc., supply cannot expand. Therefore semiconductor equipment makers are the prime beneficiaries of this multi-year capex cycle.
Thematic ETFs
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Chesley Intern has 1 trade ideas tracked on Buzzberg across 1 tickers since June 2026. Most covered: SMH.