Calls
1
Pranav Kanade
Portfolio Manager, VanEck
Win Rate
100.0%
return
+123.6%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 03
$379.68
+123.6%
"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 Memory
Showing 1 of 1 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Pranav Kanade has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: MU.
