Mark Lehmann

Global Head, Public Affairs, Citadel
· tracked since Apr 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 2
Best Calls
SMH long +35.7%
Worst Calls
SRVR long -3.0%
Most Mentioned
SMH ×1
SRVR ×1
Recent Calls
SMH long 1 month ago
SRVR long 1 month ago
Win Rate 50% Long 2 Short 0
Win Rate
7d 50%
30d 50%
90d —
Average Return +16.3% Long Return +16.3% Short Return -
Average Return
7d +4.3%
30d +9.6%
90d —
Result
Result
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Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
Apr 20
$461.79
+35.7%
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.
AI/Semi
YOUTUBE
SRVR Pacer Da... Pacer Data & Infras...
Long
Apr 20
$35.11
-3.0%
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.
Other
YOUTUBE
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