XSD
3 tracked calls · 3 long · 0 short
first called by Jordi Visser 6mo ago
LONG5mo ago
“Here is my favorite that I've pitched, which is the equal weight semis … and you should expect this thing to go up violently.”Jordi Visser
Equal-weight semis with analog names like Teradyne and Lattice go up violently on AI demand cycle.
XSDLONG@ $361.41
$480.65+32.99%
since call Feb 8
peak +53.7%
LONG6mo ago
“XSD or any of the package things that I did, which are more the analog names, I do think those names can double this year.”Jordi Visser
Analog and smaller semi names can double this year as chip shortage persists
XSDLONG@ $354.46
$480.65+35.60%
since call Feb 1
peak +59.0%
LONG6mo ago
“This is the equal weight semi out of the S&P 1500 making new highs and now up 65% since the lows back in May of last year. … Software made new lows.”Jordi Visser
Equal-weight semis up 65% while software lags, the scarcity-over-software divergence persists
XSDLONG@ $350.27
$480.65+37.22%
since call Jan 18
peak +55.1%