Calls
1
u/andytobbles
Reddit r/wallstreetbets
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 09
$1033.79
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The author argues that because nobody is pulling back CAPEX, the memory and semiconductor trade will send prices higher, repeating the April-to-July pattern. The mechanism is sustained capital expenditure by chipmakers and hyperscalers supporting memory demand and pricing. The stated catalyst is continued capex; the horizon is implied near-term (repeat of April-July move). No explicit risk is stated.
AI Memory
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u/andytobbles has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.
