Calls
3
Myron Xie
Substack author, SemiAnalysis
Win Rate
33.3%
return
+0.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 14
$1697000.00
+0.0%
Memory suppliers will continue to benefit from a severe structural supply shortage in both HBM and commodity DRAM that will not ease this decade, driven by physical constraints like clean room availability and long lead times for ASML EUV tools.
AI Memory
Long
Sep 14
$249000.00
+0.0%
Memory suppliers will continue to benefit from a severe structural supply shortage in both HBM and commodity DRAM that will not ease this decade, driven by physical constraints like clean room availability and long lead times for ASML EUV tools.
AI Memory
Long
Sep 14
$925.09
+0.1%
Memory suppliers will continue to benefit from a severe structural supply shortage in both HBM and commodity DRAM that will not ease this decade, driven by physical constraints like clean room availability and long lead times for ASML EUV tools.
AI Memory
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Myron Xie has 3 trade ideas tracked on Buzzberg across 3 tickers since May 2026. Most covered: MU, 000660.KS, 005930.KS.
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
