Calls
2
Lim Lee
Senior writer for semiconductors, Bloomberg
Win Rate
0.0%
return
-17.2%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Jun 30
$2692000.00
-18.2%
Memory demand is insane and structural, driven by AI transformation. Memory will account for more than half of semiconductor industry growth over the next decade, with hyperscaler CapEx spending expected to hit 0.7 trillion dollars. The outlook for memory is very good.
AI/Semi
Long
Jun 30
$337500.00
-16.1%
Memory demand is insane and structural, driven by AI transformation. Memory will account for more than half of semiconductor industry growth over the next decade, with hyperscaler CapEx spending expected to hit 0.7 trillion dollars. The outlook for memory is very good.
AI/Semi
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Lim Lee has 2 trade ideas tracked on Buzzberg across 2 tickers since June 2026. Most covered: 000660.KS, 005930.KS.
