Lena BrandtDemo account

Deep dives on WFE, HBM, and the supply chain behind the chips everyone talks about.

Handle: @siliconreads
Subscribers: 15
Publishing since: May 2026

Track Record

Prices recorded by Crumpert

Last 30 days

+17.6%

Return across 5 closed calls · 4 closed up

Options (modeled): 1 call · 1 up · average +118.6%

ASMLLong

$1,747.95 → $1,811.21 · Sep 23 – Oct 1

+3.6%

AMATLong

$472.46 → $512.01 · Sep 22 – Sep 30

+8.4%

TSMLong

$430.26 → $445.14 · Sep 17 – Sep 21

+3.5%

Show all 6 calls

TSMLong

$413.75 → $430.26 · Sep 15 – Sep 17

+4.0%

SMHLong

$560.28 → $545.56 · Sep 10 – Sep 16

−2.6%

LRCXPut $320

$22.98 → $50.24 · Sep 8 – Sep 14

+118.6%

Live calls are for subscribers. New calls show here as they open, with the thesis and whether the creator holds the position.

These are this creator’s own past results. Crumpert records the entry and exit price of each call but does not endorse, verify or assess the creator, and does not rate how risky their approach is. Opinion, not advice; not a financial promotion approved under FSMA s.21. Prices are delayed third-party data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.