Market calls / Timestamped · scored on resolution · never deleted
Directional calls with a date on them, graded when they resolve.
Conviction, timeframe and a public grade on every one.
- Calls
- 13
- Live
- 13
All time
June 2026
| Cover | Stance | Call | Ticker | Conviction | Opened |
|---|---|---|---|---|---|
 | LONG | TSMC: own the bottleneck, not the brandActive | TSM | High | 9 Jun |
 | WATCH | Broadcom: the right custom-silicon thesis at the wrong priceActive | AVGO | Med | 9 Jun |
 | LONG | SK Hynix: the largest HBM rent, valued like a Korean cyclicalActive | 000660.KS | Med | 9 Jun |
 | LONG | Micron: priced like a cyclical at the top, contracted like a utilityActive | MU | Med | 9 Jun |
 | LONG | NVIDIA: paying a market multiple for a franchise financing its own demandActive | NVDA | Med | 9 Jun |
How calls are graded
A call locks at publication — direction, conviction, timeframe and target are timestamped and can’t be edited. Resolution is mechanical: the stated direction against the realized move. Accuracy breakdowns, calibration and the resolved feed live on the track record. Method details: methodology · the open book.