Calls
4
James Demmert
Founder and CIO, Street Research
Win Rate
50.0%
return
+2.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 24
$1688000.00
+0.0%
Nvidia's reported 15% price increase mirrors rising memory prices from Samsung and SK Hynix. The entire AI supply chain has been raising prices, and Nvidia is passing costs through. Watch TSMC foundries, Samsung and SK Hynix memory, and Taiwanese server makers as the whole AI supply chain reacts, while some listed server makers may suffer.
AI Memory
Long
Aug 24
$348.06
-1.5%
The AI trade is becoming selective as the market draws a hard line between companies spending on AI and companies earning from it. Alphabet delivered and Microsoft passed, while Meta was punished for lack of AI spending discipline. That divergence should widen.
Hyperscalers
Long
Aug 24
$910.43
+6.8%
Within the AI semiconductor complex, SK Hynix and Micron are the leaders in memory, while Nvidia is the direct chip leader. Investors wanting memory exposure should use the leading memory names rather than broad AI beta.
AI Memory
Long
Aug 24
$208.48
+4.8%
Nvidia's P/E has contracted while it is growing about 50% a year, and it has enough pricing power to raise prices and pass through component inflation. Hyperscaler spending plans flow directly to Nvidia, so results should far exceed estimates and could reawaken confidence in the AI cycle.
AI Compute
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James Demmert has 4 trade ideas tracked on Buzzberg across 4 tickers since August 2026. Most covered: NVDA, GOOGL, MU.
