Calls
3
Kevin Kelly
Host
Win Rate
100.0%
return
+18.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 30
$1247.29
+29.3%
He owns small positions in Micron and SanDisk as higher-beta AI sentiment plays. They are not his strongest convictions, but he does not want to be on the sidelines and prefers owning the basket.
AI Memory
Long
Jul 30
$853.00
+14.9%
He owns small positions in Micron and SanDisk as higher-beta AI sentiment plays. They are not his strongest convictions, but he does not want to be on the sidelines and prefers owning the basket.
AI Memory
Long
Jul 30
$63.55
+11.1%
He has been long US tech for years and remains overtly bullish. Forced selling or deleveraging with an intact thesis is a golden buy-the-dip opportunity, and he thinks the market overreacted to Kimi 3. AI demand potential is much larger than today, and cheaper intelligence should open new use cases, so he prefers owning a basket of Mag 7 and AI names rather than being concentrated.
Thematic ETFs
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Kevin Kelly has 3 trade ideas tracked on Buzzberg across 3 tickers since July 2026. Most covered: MU, SNDK, MAG7.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
