Calls
4
Masahiro Kazuki
Technology Sector Analyst, Bloomberg Intelligence
Win Rate
0.0%
return
-13.2%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 07
$2209000.00
-19.6%
AI memory demand is shifting from training to inference, broadening to NAND and SSDs, with a structural uptrend over the next few years. Samsung and SK Hynix are posting strong margins near 80%, and their huge multi-year CapEx plans to double capacity will drive more demand for chipmaking equipment (ASML, ASM International) and materials, spreading growth across the semiconductor supply chain.
AI Memory
Long
Jul 07
$298500.00
-17.8%
AI memory demand is shifting from training to inference, broadening to NAND and SSDs, with a structural uptrend over the next few years. Samsung and SK Hynix are posting strong margins near 80%, and their huge multi-year CapEx plans to double capacity will drive more demand for chipmaking equipment (ASML, ASM International) and materials, spreading growth across the semiconductor supply chain.
AI Memory
Long
Jul 07
$6.46
-13.8%
AI memory demand is shifting from training to inference, broadening to NAND and SSDs, with a structural uptrend over the next few years. Samsung and SK Hynix are posting strong margins near 80%, and their huge multi-year CapEx plans to double capacity will drive more demand for chipmaking equipment (ASML, ASM International) and materials, spreading growth across the semiconductor supply chain.
Foundry Equipment
Long
Jul 07
$1762.38
-1.6%
AI memory demand is shifting from training to inference, broadening to NAND and SSDs, with a structural uptrend over the next few years. Samsung and SK Hynix are posting strong margins near 80%, and their huge multi-year CapEx plans to double capacity will drive more demand for chipmaking equipment (ASML, ASM International) and materials, spreading growth across the semiconductor supply chain.
Foundry Equipment
Showing 4 of 4 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Masahiro Kazuki has 4 trade ideas tracked on Buzzberg across 4 tickers since July 2026. Most covered: ASML, 000660.KS, 005930.KS.
