Calls
2
Maya Barkin
Substack author, SemiAnalysis
Win Rate
50.0%
return
+0.2%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 18
$168.90
+0.7%
If developers shift to behind-the-meter and fully islanded campuses to avoid grid interconnection and moratorium risk, the beneficiaries include behind-the-meter developers/operators with secured power, on-site generation, gas midstream, gas turbines, and gensets.
Thematic ETFs
Long
Sep 18
$55.09
-0.2%
If developers shift to behind-the-meter and fully islanded campuses to avoid grid interconnection and moratorium risk, the beneficiaries include behind-the-meter developers/operators with secured power, on-site generation, gas midstream, gas turbines, and gensets.
Thematic ETFs
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Maya Barkin has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: XLI, AMLP, ON-SITE POWER GENERATION.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
