Chesley Intern

Intern, Chesley & Co.
· tracked since Jun 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
SOXX long +14.2%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
Recent Calls
SOXX long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +14.2% Long Return +14.2% Short Return -
Average Return
7d +5.6%
30d —
90d —
Result
Result
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Thesis
Theme
Source
SOXX iShares ... iShares Semiconductor ETF
Long
Jun 09
$559.78
+14.2%
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.
AI/Semi
YOUTUBE
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Chesley Intern has 1 trade idea tracked on Buzzberg across 1 ticker since June 2026. Most covered: SMH.