Calls
12
Yuri Pro
Analyst
Win Rate
0.0%
return
-12.8%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
May 23
$119.84
-8.5%
Intel is a key CPU player in AI infrastructure as AI servers require more CPU cores, and the stock rose 10% last week without specific news, suggesting further upside potential.
Foundry Equipment
Long
Jun 29
$696.00
-13.1%
AI infrastructure investment trust remains intact, with semiconductor equipment stocks like Applied Materials, Lam Research, and KLA hitting new 52-week highs. The rally across front-end equipment and inspection tools signals that AI-led capex is still driving demand across the entire AI supply chain, and the AI story remains robust.
Foundry Equipment
Long
Jun 29
$277.50
-16.6%
AI infrastructure investment trust remains intact, with semiconductor equipment stocks like Applied Materials, Lam Research, and KLA hitting new 52-week highs. The rally across front-end equipment and inspection tools signals that AI-led capex is still driving demand across the entire AI supply chain, and the AI story remains robust.
Foundry Equipment
Long
Jun 29
$410.00
-14.3%
AI infrastructure investment trust remains intact, with semiconductor equipment stocks like Applied Materials, Lam Research, and KLA hitting new 52-week highs. The rally across front-end equipment and inspection tools signals that AI-led capex is still driving demand across the entire AI supply chain, and the AI story remains robust.
Foundry Equipment
Long
Jun 29
$453.35
-4.2%
TSMC is showing strong individual fundamental momentum beyond the broader semiconductor rebound. Trendforce data indicates Q2 gross margin could approach 70% and Q3 revenue may grow over 10% QoQ, driven by continued AI demand, supporting further stock upside.
Foundry Equipment
Long
Jun 18
$418.50
-1.6%
Astera Labs is set to be added to the Nasdaq 100 Index in June, attracting passive inflows. The company provides critical data center interconnect solutions for AI infrastructure, giving it both a near-term liquidity catalyst and structural growth.
AI ASIC
Long
Jun 18
$329.25
-27.5%
Bloom Energy provides onsite fuel cell power for data centers, bypassing grid bottlenecks. An Oracle contract and 2026 guidance raise improve visibility. Reclassification from Russell small-cap to large-cap adds passive demand. Customer concentration risk is noted but the AI power crunch keeps the story attractive.
Clean Energy
Long
Jun 18
$194.60
-2.0%
Corning is pivoting aggressively toward AI photonics and optical fiber. It already has large AI infrastructure contracts with Amazon, Meta, and NVIDIA. The stock is being re-rated as a direct AI data center play, with downstream exposure to solar glass adding optionality.
AI Photonics
Long
Jun 18
$1150.49
-14.7%
Micron's upcoming earnings report is expected to show strong sequential ASP increases in DRAM and NAND, with consensus revenue and margin estimates already upgraded over the past month. The memory cycle is not yet peaking, supported by sustained AI demand and limited supply, which can justify further re-rating and upside to the current stock price.
AI Memory
Long
Jun 18
$2209.94
-12.7%
AI infrastructure buildout is creating severe bottlenecks in storage and memory. HDD supply shortages and NAND strength are driving strong re-rating for SanDisk, Western Digital, and Seagate, which are duopolies with high pricing power. Micron also benefits from the same AI-driven storage demand cycle and was bought aggressively alongside them.
AI Memory
Long
Jun 18
$1075.46
-15.3%
AI infrastructure buildout is creating severe bottlenecks in storage and memory. HDD supply shortages and NAND strength are driving strong re-rating for SanDisk, Western Digital, and Seagate, which are duopolies with high pricing power. Micron also benefits from the same AI-driven storage demand cycle and was bought aggressively alongside them.
AI Hardware
Long
Jun 18
$755.05
-22.8%
AI infrastructure buildout is creating severe bottlenecks in storage and memory. HDD supply shortages and NAND strength are driving strong re-rating for SanDisk, Western Digital, and Seagate, which are duopolies with high pricing power. Micron also benefits from the same AI-driven storage demand cycle and was bought aggressively alongside them.
AI Memory
Showing 12 of 12 picks · sorted by mentions
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Yuri Pro has 12 trade ideas tracked on Buzzberg across 12 tickers since May 2026. Most covered: INTC, MU, WDC.
