ML

Mark Lehmann 5.0 2 ideas

Global Head, Public Affairs, Citadel
Per mention Per thesis
ⓘ First mention per (ticker, direction)
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2 thesis opens · 2 long · 0 short
Other (1) dominates · 2 themes
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Theme: · Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 SRVR Pacer Data & Infrastructure LONG HIGH $35.12 Other The data center narrative has exploded, driven by massive investment in AI infrastructure.… Apr 20 YOUTUBE
2 SMH VanEck Semiconductor ETF LONG HIGH $461.46 AI/Semi The data center narrative has exploded, driven by massive investment in AI infrastructure.… Apr 20 YOUTUBE
Positions
TickerDirEntryP&LDate
SRVR LONG $35.12 Apr 20
SMH LONG $461.46 Apr 20
▶ YouTube Bloomberg Surveillance 4/20/2026
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.
SRVR SMH HIGH Bloomberg Markets Apr 20, 16:19
Mark Lehmann
Global Head, Public...
Mark Lehmann (Global Head, Public Affairs, Citadel) | 2 trade ideas tracked | SMH, SRVR | YouTube | Buzzberg