Ray Wang

Analyst at SemiAnalysis. Fundamental research on AI infra/semis
@rwang07 · tracked since Mar 2026
Calls 4 526 Posts tracked · 6.3/day
Calls
7d 0
30d 0
90d 4
Best Calls
MU long +162.6%
SNDK long +160.1%
NVDA long +33.0%
Worst Calls
No live losers yet
Most Mentioned
MU ×2
NVDA ×1
000660.KS ×1
Recent Calls
LITE long 1 month ago
MU long 2 months ago
SNDK long 2 months ago
Win Rate 100% Long 4 Short 0
Win Rate
7d 50%
30d 100%
90d —
Average Return +92.6% Long Return +92.6% Short Return -
Average Return
7d +6.8%
30d +25.1%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
MU Micron T... Micron Technology, Inc.
Long
Mar 10
$405.25
+162.6%
Micron's equipment upgrades and increased EUV usage signal potential growth for Applied Materials.
Micron's equipment upgrades and increased EUV usage signal potential growth for Applied Materials.
AI/Semi
TWITTER
LITE Lumentum... Lumentum Holdings
Long
Apr 10
$897.30
+14.7%
The CEO states demand is massively outstripping supply, with sold-out conditions projected for years, indicating strong fundamental tailwinds for the stock.
The CEO states demand is massively outstripping supply, with sold-out conditions projected for years, indicating strong fundamental tailwinds for the stock.
Photonics
TWITTER
NVDA NVIDIA C... NVIDIA Corporation
Long
Mar 27
$167.52
+33.0%
Nvidia's chief scientist highlights the massive shift toward AI inference in data centers.
Nvidia's chief scientist highlights the massive shift toward AI inference in data centers.
AI/Semi
TWITTER
SNDK Sandisk ... Sandisk Corporation...
Long
Mar 25
$661.75
+160.1%
The author highlights strategic synergy between NAND, eSSD, and networking components in a recent deal.
The author highlights strategic synergy between NAND, eSSD, and networking components in a recent deal.
AI/Semi
TWITTER
Showing 4 of 4 picks · sorted by mentions