Steven Wieting

Senior Analyst, Bloomberg Intelligence
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
SMH long +33.5%
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 +33.5% Long Return +33.5% Short Return -
Average Return
7d +5.8%
30d +21.4%
90d —
Result
Result
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Thesis
Theme
Source
SMH VanEck S... VanEck Semiconductor ETF
Long
Apr 28
$494.16
+33.5%
Semiconductor EPS driven by AI CapEx independence.
The AI trade, encompassing hardware and software, is not dependent on the cyclical performance of the economy because CapEx plans are already funded. This independence, combined with an expected 88% gain in US semiconductor EPS this year, makes the semiconductor sector a strong outperformer regardless of broader economic weakness.
AI/Semi
YOUTUBE
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Steven Wieting has 1 trade idea tracked on Buzzberg across 1 ticker since April 2026. Most covered: SMH.