Calls
3
Samy Chaar
Lombard Odier, Chief Economist & Switzerland CIO
Win Rate
100.0%
return
+19.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 03
$110.72
+8.0%
Both the US and Asia offer the same strong tech cycle story, but Asian tech is cheaper. This makes an overweight position in Asian equities attractive.
Equity Indexes
Long
Aug 03
$540.53
+4.6%
The tech cycle, AI, chipmakers and data centers are still in an early, favorable phase. The profit and capex cycles are ongoing, balance sheets are healthy, and there is no sign of exhaustion. Therefore, the recent weakness in chipmakers is an entry opportunity.
Thematic ETFs
Long
Apr 23
$1222000.00
+45.3%
SK Hynix benefits from insatiable demand for HBM used in AI accelerators, driving record profits and a 60% spike in DRAM average selling prices in Q1, while its valuation remains cheap at 6x forward earnings compared to TSMC and NVIDIA above 20x, making it an attractive pick despite cyclical memory risks.
AI Memory
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Samy Chaar has 3 trade ideas tracked on Buzzberg across 3 tickers since March 2026. Most covered: SMH, 000660.KS, AAXJ.
