Calls
3
u/ch1nacancer
Reddit r/wallstreetbets
Win Rate
100.0%
return
+136.9%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 08
$325.10
+201.6%
The author argues Micron Technology is one of only three HBM3 memory producers and is backordered. AI and ML workloads rely on matrix multiplications that require HBM3 chips, and these producers control all output capacity for years, allowing them to set prices. He expects these shares to remain long for at least 3-6 years.
AI Memory
Long
Jan 08
$763000.00
+128.7%
The author argues SK hynix is one of only three HBM3 memory producers and is backordered. AI and ML workloads rely on matrix multiplications that require HBM3 chips, and these producers control all output capacity for years, allowing them to set prices. He expects these shares to remain long for at least 3-6 years.
AI Memory
Long
Jan 08
$139900.00
+80.5%
The author argues Samsung Electronics is one of only three HBM3 memory producers and is backordered. AI and ML workloads rely on matrix multiplications that require HBM3 chips, and these producers control all output capacity for years, allowing them to set prices. He expects these shares to remain long for at least 3-6 years.
AI Memory
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u/ch1nacancer has 3 trade ideas tracked on Buzzberg across 3 tickers since January 2026. Most covered: MU, 000660.KS, 005930.KS.
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
