Calls
3
sean14978416
Prop trader
Win Rate
100.0%
return
+25.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 05
$341.54
+38.5%
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
AI Compute
Long
May 05
$203.26
+36.6%
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
AI ASIC
Long
May 05
$95.78
+2.1%
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Buy ARM, AMD, and INTC long-term as UBS projects server CPU TAM to grow 5x to ~$170B by 2030, driven by agentic AI and standalone CPU racks, with ARM best positioned for 40-45% unit share.
Foundry Equipment
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sean14978416 has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: AMD, ARM, INTC.
