Calls
1
Steven Wieting
Senior Analyst, Bloomberg Intelligence
Win Rate
100.0%
return
+15.8%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 28
$494.16
+15.8%
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.
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Steven Wieting has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: SMH.
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
