Peter Elstrom 2.1 4 ideas
Senior Editor, Bloomberg Technology
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3/15 min ideas
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By sector
ETF
2 ideas
-2.7%
Stock
2 ideas
+7.3%
Top tickers (by frequency)
MU
1 ideas
100% W
+7.3%
EWY
1 ideas
0% W
-0.6%
SOXX
1 ideas
0% W
-4.7%
SSNLF
1 ideas
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Best and worst calls
Best calls
MU LONG
+7.3%
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected o...
Feb 13
EWY LONG
-0.6%
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected o...
Feb 13
SOXX LONG
-4.7%
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected o...
Feb 13
Worst calls
SOXX LONG
-4.7%
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected o...
Feb 13
EWY LONG
-0.6%
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected o...
Feb 13
MU LONG
+7.3%
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected o...
Feb 13
Samsung has sent its first shipment of HBM (High Bandwidth Memory) to customers. Kioxia forecasts better-than-expected operating income due to strong data storage demand. The "AI Angst" trade does not apply to the hardware enablers. Data centers require massive memory upgrades. Samsung catching up to SK Hynix creates a broader supply base for Nvidia, validating the "supercycle" in memory chips. Additionally, the Korean government is incentivizing "Ants" (retail investors) to repatriate cash into domestic stocks. LONG. Strong secular demand for memory (HBM) combined with domestic liquidity flows in Korea. Oversupply if Samsung ramps production too quickly.
Senior Editor, Bloomberg Technology