Buzzberg Cup Bracket locked

Max Kan

Substack author, SemiAnalysis
· tracked since May 2026
Calls
1
Win Rate
0.0%
Return
-9.0%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
META long -9.0%
Most Mentioned
META ×1
Recent Calls
META long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -9.0% Long Return -9.0% Short Return -
Average Return
7d +1.9%
30d -2.0%
90d —
Result
Result
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Theme Stance
Ticker
Side
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Opened
Entry
P&L
Thesis
Theme
Source
META Meta Pla... Meta Platforms, Inc.
Long
May 06
$604.96
-9.0%
Meta's compute advantage will widen gap.
Meta will pull away from Chinese AI companies like DeepSeek and Kimi because they have a massive compute advantage, having signed huge deals and rebuilt their AI team, and the amount of compute is a key input to model quality. This gap will become evident in the second half of 2026 or first half of 2027.
AI/Semi
YOUTUBE
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Max Kan has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: META.