Calls
2
Tai Wang
Win Rate
50.0%
return
+1.7%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 14
$1690000.00
+9.0%
Memory semiconductors are a cyclical industry, and the classic investment strategy is to buy at a high PER and sell at a low PER. Based on a valuation method that uses forward earnings estimates from a year prior, the sector is currently in a 'high PER' phase. With earnings estimates now soaring, the PER is set to collapse, marking the classic entry point for the cycle. The July-September period is a good time to start building positions.
AI Memory
Long
Jul 14
$421.58
-5.5%
TSMC's stock fell slightly, but the possibility of a sharp drop in chip demand is low. Therefore, any significant correction should be viewed as a buying opportunity. A slowdown in demand is not anticipated until the end of next year at the earliest.
Foundry Equipment
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Tai Wang has 2 trade ideas tracked on Buzzberg across 2 tickers since July 2026. Most covered: TSM, 000660.KS.
