Shawn Kim

Reporter, The Block
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
SMH long +26.7%
Worst Calls
No live losers yet
Most Mentioned
SMH ×1
Recent Calls
SMH long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +26.7% Long Return +26.7% Short Return -
Average Return
7d +7.7%
30d +20.4%
90d —
Result
Result
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SMH VanEck S... VanEck Semiconductor ETF
Long
May 05
$521.00
+26.7%
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.
AI/Semi
YOUTUBE
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Shawn Kim has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: SMH.