Calls
11
#8
Alpha Score 99.6
Stephen Yiu
CIO and Co-Founder, Blue Whale Growth Fund
Win Rate
90.9%
return
+89.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 29
$666.11
+144.7%
The fund has large exposure to semiconductor equipment names including Lam Research, Applied Materials, and ASML. Stephen thinks silicon sovereignty and government/tax subsidies will push more foundries outside Taiwan, supporting demand for equipment, and Lam Research in particular looks cheap despite its historically cyclical consumer electronics end market.
Foundry Equipment
Long
Apr 29
$149.01
+179.8%
The fund has large exposure to semiconductor equipment names including Lam Research, Applied Materials, and ASML. Stephen thinks silicon sovereignty and government/tax subsidies will push more foundries outside Taiwan, supporting demand for equipment, and Lam Research in particular looks cheap despite its historically cyclical consumer electronics end market.
Foundry Equipment
Long
Apr 29
$70.70
+280.8%
The fund has large exposure to semiconductor equipment names including Lam Research, Applied Materials, and ASML. Stephen thinks silicon sovereignty and government/tax subsidies will push more foundries outside Taiwan, supporting demand for equipment, and Lam Research in particular looks cheap despite its historically cyclical consumer electronics end market.
Foundry Equipment
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Stephen Yiu has 11 trade ideas tracked on Buzzberg across 11 tickers since January 2025. Ranked #8 on the Buzzberg Alpha leaderboard. Most covered: NVDA, AVGO, DHR.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
