Calls
3
Qian Wang
Vanguard Investment Strategy Group Global Head of Capital Market Research
Win Rate
33.3%
return
-5.7%
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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
-11.8%
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
-12.3%
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
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Qian Wang has 3 trade ideas tracked on Buzzberg across 3 tickers since June 2026. Most covered: SMH, EWY, EWT.
