Calls
13
#744
Alpha Score 26.5
Ed Ludlow
Co-Host, Bloomberg Technology
Win Rate
30.8%
return
-4.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 30
$2692000.00
-31.6%
Memory and storage are leading the second wave of AI momentum; SK Hynix dominates high-bandwidth memory with 60% market share, trades at a discount to Micron, and a US listing could narrow the valuation gap; capex growth continues to benefit big names in H2 2026.
AI Memory
Long
May 26
$867.27
-2.8%
Micron is undervalued relative to its total addressable market and strong memory demand. A UBS note raised the price target, arguing the market will eventually assign a more normal multiple as memory demand remains high and supply cannot keep up. This multiple expansion should drive the stock higher.
AI Memory
Long
May 13
$226.43
-10.6%
Nvidia's potential access to the $50 billion China market, as indicated by Jensen Huang's presence on Air Force One, and the market's positive reaction to this development.
AI Compute
Long
Apr 23
$77.46
+21.4%
Intel's CPU business is benefiting from AI inference demand, as data center demand exceeds supply. The company is prioritizing data center supply, which drove strong revenue and margin outperformance. The stock reached a record high above its year 2000 peak, reflecting this AI-driven demand shift.
Foundry Equipment
Long
Apr 27
$262.42
-6.0%
Amazon (AMZN) will be a big beneficiary of Microsoft's decision to drop its exclusive right to sell OpenAI's AI models, as OpenAI can now sell its models on any cloud, potentially driving demand for Amazon Web Services (AWS) cloud services.
Hyperscalers
Long
Jul 14
$17.39
+0.2%
Rivian has delivered recent upside guidance, plans to build more EVs this year than previously stated, and is introducing its first mass-market vehicle priced near the median US household spend, contrasting sharply with Lucid's lack of a mass-market offering.
Autos & EV
Long
Jul 10
$290000.00
-12.1%
Memory chip demand driven by AI data centers will outstrip supply for years. SK Hynix dominates high bandwidth memory with 57% market share. The industry has structurally shifted from cyclical boom-bust to secular growth. Chairman says supply will never catch up until artificial general intelligence is reached; CEO says memory chip shortage may persist beyond 2030. This underpins a bullish outlook for SK Hynix, Micron, and Samsung.
AI Memory
Long
Jul 06
$64.84
-19.9%
High-bandwidth memory (HBM) demand is outstripping supply for AI data centers, and SK Hynix dominates the market with 57.7% share while trading at a valuation discount to Micron and Samsung. The U.S. listing opens access to U.S. investors who love the AI theme, and the memory cycle looks different this time with a multi-year demand-supply imbalance. The Roundhill Memory ETF (DRAM) has been attracting massive retail flows, showing no signs of slowing.
Thematic ETFs
Long
Jun 24
$381.59
-3.0%
OpenAI is partnering with Broadcom to develop custom AI chips (Jalapeno) to diversify away from NVIDIA compute, with Broadcom's ASICs offering better performance on a dollar per kilowatt or dollar per token basis, potentially reducing costs by 50% and representing a faster design-to-deployment cycle for custom silicon.
AI ASIC
Long
Jun 22
$174.25
+7.7%
Microsoft is doubling its data center footprint and has walked back renewable energy commitments. A massive 2.6 GW natural gas power deal in West Texas, starting in 2028, will use natural gas as the energy source. This directly benefits Chevron as the powerhouse behind the project.
Oil & Gas
Long
Jun 12
$403.56
-5.8%
Tesla shareholders are avoiding the SpaceX IPO because they expect a Tesla–SpaceX merger, which boards have discussed; a merger would give Tesla shareholders SpaceX exposure and could rescue Tesla from its struggling car business by folding it into a vertically integrated AI conglomerate.
Autos & EV
Long
May 19
$495.87
+5.0%
Memory chips remain a bottleneck in the AI supply chain with demand seriously outpacing supply, and memory names are investing to build capacity.
Thematic ETFs
Long
May 14
$115.34
-3.2%
Cisco's networking orders from hyperscalers confirm real data center buildout, validating AI capex. Cisco's role in data center networking is real, and the large order backlog ($9B, with $4B revenue this year) proves that the AI capex cycle is translating into concrete projects.
AI Photonics
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Ed Ludlow has 13 trade ideas tracked on Buzzberg across 13 tickers since January 2026. Ranked #744 on the Buzzberg Alpha leaderboard. Most covered: MU, 000660.KS, NVDA.
