Shawn Kim

Reporter, The Block
· tracked since May 2026
Calls
1
Win Rate
100.0%
return
+12.1%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
SMH Long +12.1%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
Recent Calls
SMH Long 3 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +12.1% Long Return +12.1% Short Return -
Average Return
7d +7.7%
30d +20.4%
90d +4.7%
Loading charts...
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
May 05
$521.00
+12.1%
Agentic AI boosts CPU and memory supply chain.
The shift from generative AI to agentic AI changes computing bottlenecks: CPUs become a new bottleneck and memory sees the highest content increase. This creates a $60B incremental CPU TAM by 2030 and up to 70% of incremental DRAM bit shipments. The supply chain including memory, foundry, substrate, CPU and memory interface, capacitors, and CPU sockets benefits from content growth, pricing power, and capacity constraints into 2027.
Thematic ETFs
YOUTUBE
Showing 1 of 1 calls · sorted by mentions

Shawn Kim has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: SMH.