Calls
1
Jon Y
Creator, Asianometry
Win Rate
100.0%
return
+8.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 07
$50.47
+8.5%
Memory (DRAM/NAND) is in severe shortage, crimping product output in Taiwan; Apple has N2 chips sitting idle because it cannot get memory for phones, and the constraint is so acute that expanding memory production is the fastest route to revenue, strongly benefiting memory manufacturers.
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Jon Y has 1 trade ideas tracked on Buzzberg across 1 tickers since August 2026. Most covered: DRAM.
