Calls
4
Jess Mitten
Deputy Team Leader & Senior Reporter, Bloomberg News
Win Rate
25.0%
return
-8.1%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 30
$725.10
-16.2%
Chip equipment makers like KLA, Applied Materials, and ASML are rallying because South Korea (Samsung, SK Hynix) is investing over $500 billion in AI chip production, directly benefiting equipment suppliers. Wall Street forecasts the chip equipment market to reach $250 billion by 2028, with major banks remaining optimistic on these names.
AI/Semi
Long
Jun 30
$1989.50
-10.9%
Chip equipment makers like KLA, Applied Materials, and ASML are rallying because South Korea (Samsung, SK Hynix) is investing over $500 billion in AI chip production, directly benefiting equipment suppliers. Wall Street forecasts the chip equipment market to reach $250 billion by 2028, with major banks remaining optimistic on these names.
AI/Semi
Long
Jun 30
$165.20
+16.4%
AeroVironment, a drone maker, boosted its earnings outlook and provided a strong 2027 revenue forecast, beating several metrics. The stock is also benefiting from the defense budget, with roughly $75 billion being reinvested into drones by the Trump administration and Defense Department. Wall Street is optimistic on the stock's second half despite heavy year-to-date losses.
NatSec
Long
Jun 30
$302.80
-21.5%
Chip equipment makers like KLA, Applied Materials, and ASML are rallying because South Korea (Samsung, SK Hynix) is investing over $500 billion in AI chip production, directly benefiting equipment suppliers. Wall Street forecasts the chip equipment market to reach $250 billion by 2028, with major banks remaining optimistic on these names.
AI/Semi
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Jess Mitten has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: ASML, AMAT, AVAV.
