Calls
3
Qian Wang
Vanguard Investment Strategy Group Global Head of Capital Market Research
Win Rate
0.0%
return
-14.9%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 24
$104.72
-7.1%
The AI semiconductor cycle still has a year or two to run, driven by massive infrastructure investment, scaling inference demand, and supply constraints; earnings momentum is expected to strengthen in the near term, and Asian chipmakers particularly in South Korea and Taiwan benefit disproportionately from this buildout.
Equity Indexes
Long
Jun 24
$213.03
-23.7%
The AI semiconductor cycle still has a year or two to run, driven by massive infrastructure investment, scaling inference demand, and supply constraints; earnings momentum is expected to strengthen in the near term, and Asian chipmakers particularly in South Korea and Taiwan benefit disproportionately from this buildout.
Equity Indexes
Long
Jun 24
$645.60
-13.9%
The AI semiconductor cycle still has a year or two to run, driven by massive infrastructure investment, scaling inference demand, and supply constraints; earnings momentum is expected to strengthen in the near term, and Asian chipmakers particularly in South Korea and Taiwan benefit disproportionately from this buildout.
Thematic ETFs
Showing 3 of 3 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Qian Wang has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: SMH, EWY, EWT.
