Buzzberg Cup Live

Mark Lehmann

Global Head, Public Affairs, Citadel
· tracked since Apr 2026
Calls
2
Win Rate
50.0%
return
+3.4%
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SMH Long +20.3%
Worst Calls
SRVR Long -13.6%
Most Mentioned
SMH ×1
SRVR ×1
Recent Calls
SMH Long 3 months ago
SRVR Long 3 months ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d —
Average Return +3.4% Long Return +3.4% Short Return -
Average Return
7d +4.3%
30d +9.6%
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
Apr 20
$461.79
+20.3%
Data center and AI infrastructure boom is huge.
The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift.
Thematic ETFs
YOUTUBE
SRVR Pacer Da... Pacer Data & Infras...
Long
Apr 20
$35.11
-13.6%
Data center and AI infrastructure boom is huge.
The data center narrative has exploded, driven by massive investment in AI infrastructure. This is a transformative, long-term cycle comparable to the building of railroads in the 1890s, not just a late-90s tech bubble. The market is beginning to price in this structural shift.
Thematic ETFs
YOUTUBE
Showing 2 of 2 calls · sorted by mentions

Mark Lehmann has 2 trade ideas tracked on Buzzberg across 2 tickers since April 2026. Most covered: SMH, SRVR.