sean14978416

Prop trader
@sean14978416 · tracked since Apr 2026
Calls 3 78 Posts tracked · 2.1/day
Calls
7d 0
30d 3
90d 3
Best Calls
ARM long +102.6%
AMD long +58.8%
INTC long +17.7%
Worst Calls
No live losers yet
Most Mentioned
AMD ×1
ARM ×1
INTC ×1
Recent Calls
INTC long 4 weeks ago
AMD long 4 weeks ago
ARM long 4 weeks ago
Win Rate 100% Long 3 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +59.7% Long Return +59.7% Short Return -
Average Return
7d +19.8%
30d +26.9%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
AMD Advanced... Advanced Micro Devi...
Long
May 05
$341.54
+58.8%
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/Semi
TWITTER
ARM Arm Holdings plc Arm Holdings plc
Long
May 05
$203.26
+102.6%
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/Semi
TWITTER
INTC Intel Co... Intel Corporation
Long
May 05
$95.78
+17.7%
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/Semi
TWITTER
Showing 3 of 3 picks · sorted by mentions