Jason Schreier

Bloomberg Gaming Reporter

· tracked since Jul 2026

Calls

Win Rate

50.0%

return

-0.3%

Calls 2 1 Posts tracked · 0.1/day

Calls

7d 2

30d 2

90d 2

Best Calls

MSFT long +0.2%

Worst Calls

SMH long -0.7%

Most Mentioned

MSFT ×1

SMH ×1

Recent Calls

MSFT long 6 days ago

SMH long 6 days ago

Win Rate 50% Long 2 Short 0

Win Rate

7d —

30d —

90d —

Average Return -0.3% Long Return -0.3% Short Return -

Average Return

7d —

30d —

90d —

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Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

MSFT Microsof... Microsoft Corporation

Long

Jul 06

$384.30

+0.2%

Xbox woes don't hurt Microsoft's AI

Xbox layoffs are specific to the gaming division's struggles and do not reflect broader Microsoft woes or hinder its AI investment trajectory. The cuts are an isolated reset, leaving Microsoft's overall business and AI spending intact.

Hyperscalers

YOUTUBE

SMH VanEck S... VanEck Semiconductor ETF

Long

Jul 06

$615.61

-0.7%

Memory prices to quintuple by 2027

The price of memory and storage is projected to rise fivefold by 2027 due to a global chip crunch driven by AI data center demand, as noted by the Xbox CEO. This creates a strong bull case for memory semiconductor producers.

Thematic ETFs

YOUTUBE

Showing 2 of 2 picks · sorted by mentions

Jason Schreier has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: MSFT, SMH.