Kevin Mahn

Hennion & Walsh Asset Management President and Chief Investment Officer
· tracked since Apr 2026
Calls 1 2 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
MU long +193.5%
Worst Calls
No live losers yet
Most Mentioned
MU ×1
Recent Calls
MU long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +193.5% Long Return +193.5% Short Return -
Average Return
7d +17.4%
30d +58.8%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Long
Apr 02
$362.98
+193.5%
The speaker states, "the AI revolution comes to a screeching halt without power and without memory. When I think of memory, I think of Micron." Memory is presented as a fundamental, non-negotiable input for AI development and deployment. The company is positioned as an essential enabler of the AI theme, implying it is a critical and direct beneficiary. A technological shift away from its type of memory solutions or a collapse in AI-related capex.
The speaker states, "the AI revolution comes to a screeching halt without power and without memory. When I think of memory, I think of Micron." Memory is presented as a fundamental, non-negotiable input for AI development and deployment. The company is positioned as an essential enabler of the AI theme, implying it is a critical and direct beneficiary. A technological shift away from its type of memory solutions or a collapse in AI-related capex.
AI/Semi
YOUTUBE
Showing 1 of 1 picks ยท sorted by mentions