Paul Malcolm

Investment Director and Head of Global Equities, GAM Investments

· tracked since May 2026

Calls

Win Rate

100.0%

Return

+5.1%

Calls 1 2 Posts tracked · 0.0/day

Calls

7d 0

30d 1

90d 1

Best Calls

ASML long +5.1%

Worst Calls

No live losers yet

Most Mentioned

ASML ×1

STOXX EUROPE 600 ×1

Recent Calls

ASML long 2 weeks ago

Win Rate 100% Long 1 Short 0

Win Rate

7d 100%

30d —

90d —

Average Return +5.1% Long Return +5.1% Short Return -

Average Return

7d +7.9%

30d —

90d —

Ticker

Side

Mentions

Opened

Entry

P&L

Thesis

Theme

Source

ASML ASML Hol... ASML Holding N.V.

Long

Jun 11

$1787.75

+5.1%

Oracle CapEx boom benefits chip equipment makers

Oracle's quarterly CapEx came in significantly higher than expected, driven by AI data-center buildout. This spending surge directly benefits semiconductor equipment manufacturers, as they supply the hardware for AI infrastructure, even if it hurts Oracle's own stock.

AI/Semi

YOUTUBE

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Paul Malcolm has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: ASML, STOXX EUROPE 600.