Chloe Melas

Reporter, Bloomberg
@ChloeMelas · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
ASMIY long +23.8%
Worst Calls
No live losers yet
Most Mentioned
ASMIY ×1
Recent Calls
ASMIY long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +23.8% Long Return +23.8% Short Return -
Average Return
7d -1.3%
30d -7.1%
90d +23.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 04
$841.52
+23.8%
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.
AI/Semi
Showing 1 of 1 picks ยท sorted by mentions