Calls
2
David Cahn
Investor, Sequoia Capital
Win Rate
0.0%
return
-2.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$79.53
-2.1%
VC capital is shifting toward hardware and reindustrialization because physical-world companies can build durable modes over many years. Robots building robots could be the ultimate re-industrialization trade, and many investors own Tesla for its Optimus optionality.
Thematic ETFs
Long
Sep 09
$30.70
-2.3%
The full data-center build-out is a major investment theme with three pillars: server/compute, steel/industrial capacity, and power. Chips are well understood, but industrial components and power availability are bottlenecks and will see significant innovation and capital deployment.
Thematic ETFs
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David Cahn has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: ROBO, SRVR, FORM ENERGY.
