Pranav Kanade

Portfolio Manager, VanEck
@vaneckpk · tracked since Mar 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
MU long +180.6%
Worst Calls
No live losers yet
Most Mentioned
MU ×1
Recent Calls
MU long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 100%
Average Return +180.6% Long Return +180.6% Short Return -
Average Return
7d +6.2%
30d -3.5%
90d +172.7%
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MU Micron T... Micron Technology, Inc.
Long
Mar 03
$379.68
+180.6%
"The winners in the equity markets right now have been concentrated in... memory stocks... areas of scarcity where there's a supply demand imbalance." While the rate of change for general Hyperscaler Capex may slow, specific components like High Bandwidth Memory (HBM) remain the bottleneck for AI compute. These companies hold pricing power regardless of the broader tech cycle. LONG Memory manufacturers. Cyclical nature of the memory market; oversupply if Capex slows significantly.
"The winners in the equity markets right now have been concentrated in... memory stocks... areas of scarcity where there's a supply demand imbalance." While the rate of change for general Hyperscaler Capex may slow, specific components like High Bandwidth Memory (HBM) remain the bottleneck for AI compute. These companies hold pricing power regardless of the broader tech cycle. LONG Memory manufacturers. Cyclical nature of the memory market; oversupply if Capex slows significantly.
AI/Semi
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