Calls
2
Tai Wang
Market commentator
Win Rate
100.0%
return
+2.6%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 14
$1690000.00
+3.3%
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
+2.0%
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, S&P 500 PUT OPTIONS.
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
