Dan Primack

Business Editor at Axios
· tracked since May 2026
Calls
2
Win Rate
50.0%
return
-15.0%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SMH Long +1.3%
Worst Calls
CBRS Long -31.3%
Most Mentioned
SMH ×1
CBRS ×1
Recent Calls
CBRS Long 3 months ago
SMH Long 3 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 0%
30d 50%
90d 50%
Average Return -15.0% Long Return -15.0% Short Return -
Average Return
7d -6.5%
30d -9.7%
90d -8.2%
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
CBRS Cerebras... Cerebras Systems Inc.
Long
May 14
$318.50
-31.3%
Cerebras is a long-term play.
Cerebras is a huge IPO success and a long-term play, benefiting from the AI chip demand and investor appetite despite some risks like power and customer concentration.
AI Compute
YOUTUBE
SMH VanEck S... VanEck Semiconductor ETF
Long
May 14
$576.88
+1.3%
Chip makers driving rally, continue bullish.
The rally since March has been driven by chip makers, and Cerebras' successful IPO plays into that strength, indicating continued momentum for the semiconductor sector.
Thematic ETFs
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Dan Primack has 2 trade ideas tracked on Buzzberg across 2 tickers since May 2026. Most covered: SMH, CBRS.