Calls
3
Mehdi Hosseini
Senior Equity Research Analyst, Susquehanna International Group
Win Rate
33.3%
return
+60.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 26
$121.45
+226.3%
Dell raised fiscal year revenue guidance by 12% and EPS guidance by 12%. They generated "$50 billion in AI server revenue." Despite fears of margin pressure from rising component costs (memory), Dell's volume in AI infrastructure is overwhelming the cost headwinds. The market underestimated the longevity of the hardware build-out cycle. LONG DELL. Rising memory costs (DRAM) eventually compressing margins if pricing power erodes.
Dell raised fiscal year revenue guidance by 12% and EPS guidance by 12%. They generated "$50 billion in AI server revenue." Despite fears of margin pressure from rising component costs (memory), Dell's volume in AI infrastructure is overwhelming the cost headwinds. The market underestimated the longevity of the hardware build-out cycle. LONG DELL. Rising memory costs (DRAM) eventually compressing margins if pricing power erodes.
AI Hardware
Long
Jun 25
$357750.00
-28.7%
As Samsung becomes stronger and more effective in HBM manufacturing, it will grab market share from SK Hynix in HBM4, benefitting its relative position. The supply-demand imbalance in memory is a key bottleneck for AI, and Samsung stands to gain.
AI Memory
Long
Jun 22
$467.50
-14.8%
Taiwan Semiconductor customers have become more committed to longer-term supply agreements. TSMC is expected to issue a multiyear capex guide of over $200 billion, reflecting increased customer commitment and competitive moat. Geopolitical risk is overstated; the main risk is competition from Samsung and Intel, but TSMC's R&D lead remains decisive. The AI cycle debate is healthy and extends sustainability.
Foundry Equipment
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Mehdi Hosseini has 3 trade ideas tracked on Buzzberg across 3 tickers since February 2026. Most covered: DELL, TSM, 005930.KS.
