Calls
1
Jim Malcolm
Editor-in-Chief, Bitcoin Magazine
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 15
$1345.30
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As an ASML shareholder, he expects TSMC's $56 billion capex to send the lion's share to ASML, its biggest customer; Nvidia's expansion into mobile and autonomous driving requires retooling and upgrading lithography machines for smaller nanometer chips, which bodes well for ASML regardless of where orders come from.
Foundry Equipment
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Jim Malcolm has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026.
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