Calls
1
u/A55BAG
Reddit r/wallstreetbets
Win Rate
100.0%
return
+1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 11
$101.43
+1.5%
The author says this is their second largest position and expects earnings to grow more than SK Hynix and Micron next year when the logic foundry turns profitable. The mechanism is a foundry profitability inflection driving earnings growth above memory peers. The catalyst is the foundry turning profitable next year; no specific risk is stated.
Foundry Equipment
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u/A55BAG has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: INTC.
