Calls
2
Lee Ye-saeng
Anchor/Analyst
Win Rate
50.0%
return
-1.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 27
$336.94
+0.8%
Apple has reclaimed the world’s largest market cap as investors view it as a defensive AI play because it has spent less on AI capex than peers, insulating it from the semiconductor capex worries that hit chip names. Its steadiness is attracting rotation flows.
AI Hardware
Long
Jul 27
$187.60
-3.6%
Bloom Energy’s recent sharp decline is creating a buying opportunity, as the company has a $20 billion total backlog with $14 billion of it under 100% attachment rate contracts on a 15-year service basis, suggesting the sell-off is overdone relative to its contracted revenue visibility.
Clean Energy
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Lee Ye-saeng has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: AAPL, BE.
