Calls
1
Chloe Melas
Reporter, Bloomberg
Win Rate
100.0%
return
+18.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 04
$841.52
+18.2%
ASM International issued an upbeat outlook citing strong demand and a recovery in the Chinese market. Despite the crash in Korean chip stocks (due to energy fears), the equipment makers supplying China are seeing a cyclical recovery. This suggests a divergence where equipment makers outperform the chip manufacturers in energy-poor nations. Long ASM International (ASMIY). New US trade restrictions on semiconductor equipment to China.
ASM International issued an upbeat outlook citing strong demand and a recovery in the Chinese market. Despite the crash in Korean chip stocks (due to energy fears), the equipment makers supplying China are seeing a cyclical recovery. This suggests a divergence where equipment makers outperform the chip manufacturers in energy-poor nations. Long ASM International (ASMIY). New US trade restrictions on semiconductor equipment to China.
Foundry Equipment
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Chloe Melas has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: ASMIY.
