Eric Lonergan

Head of discretionary macro, Calibrate Partners

· tracked since Jun 2026

Calls 1 1 Posts tracked · 0.2/day

Calls

7d 1

30d 1

90d 1

Best Calls

ASML long +2.3%

Worst Calls

No live losers yet

Most Mentioned

ASML ×1

Recent Calls

ASML long 3 days ago

Win Rate 100% Long 1 Short 0

Win Rate

7d —

30d —

90d —

Average Return +2.3% Long Return +2.3% Short Return -

Average Return

7d —

30d —

90d —

Visual Insights Data-driven breakdowns of mentions and mindshare

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

ASML ASML Hol... ASML Holding N.V.

Long

Jun 16

$1887.24

+2.3%

ASML benefits from SpaceX semiconductor ambition

ASML is one of the biggest beneficiaries of the SpaceX IPO because Elon Musk's ambition to 5x global semiconductor supply directly increases demand for ASML's lithography equipment. The company represents great European technology exposure.

AI/Semi

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