Calls
4
Jonathan Curtis
Portfolio Manager, Franklin Templeton
Win Rate
50.0%
return
+5.9%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 22
$1940000.00
+12.4%
Memory chip demand from agentic AI is just getting started, and companies like Samsung, SK hynix, and Micron are critical suppliers. The memory space is undervalued relative to the coming demand, and they own Samsung.
AI Memory
Long
May 22
$292750.00
-2.6%
Memory chip demand from agentic AI is just getting started, and companies like Samsung, SK hynix, and Micron are critical suppliers. The memory space is undervalued relative to the coming demand, and they own Samsung.
Other
Long
May 22
$131.47
-14.6%
They own Alibaba and Tencent in China because the Chinese government wants these market leaders to win in AI and will not change the rules on them, making the stocks attractive.
Retail & Mobility
Long
May 22
$762.10
+28.5%
Memory chip demand from agentic AI is just getting started, and companies like Samsung, SK hynix, and Micron are critical suppliers. The memory space is undervalued relative to the coming demand, and they own Samsung.
AI Memory
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Jonathan Curtis has 4 trade ideas tracked on Buzzberg across 4 tickers since May 2026. Most covered: MU, BABA, 000660.KS.
