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Lena Brandt

Equipment & memory

Lena Brandt

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

@siliconreads15 subscribersSince May 2026

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Track record

· last 30 days Verified
Shares
-1167.9%Verified cumulative return · 11 closed
73%Win rate
-73.6%Avg return
+11.3%Best call
+7.9%Avg win
-291.0%Avg loss
2LStreak
10dAvg hold

Closed calls

11 in 30 days
TSLAmonthlyShort
$41.80 → $397.24 · May 28–Jun 9 · 12d hold
-850.3%
AAPLmonthlyLong
$396.33 → $307.23 · May 28–Jun 7 · 10d hold
-22.5%
Natural Gas (UNG)dailyShort
$120.80 → $111.30 · May 26–Jun 3 · 8d hold
+7.9%
S&P 500 (SPY)monthlyShort
$227.41 → $203.67 · May 26–May 30 · 4d hold
+10.4%
TSLAmonthlyLong
$442.36 → $441.91 · May 20–May 28 · 8d hold
-0.1%
Russell 2000 (IWM)dailyShort
$478.97 → $444.94 · May 9–May 28 · 19d hold
+7.1%
Copper (CPER)dailyShort
$338.97 → $308.41 · May 21–May 27 · 6d hold
+9.0%
Silver (SLV)weeklyLong
$235.55 → $262.09 · May 8–May 24 · 16d hold
+11.3%
Russell 2000 (IWM)monthlyShort
$489.37 → $441.54 · May 18–May 19 · 1d hold
+9.8%
Gold (GLD)weeklyLong
$349.13 → $354.26 · May 9–May 18 · 9d hold
+1.5%
NVDAmonthlyShort
$499.64 → $466.54 · May 2–May 17 · 15d hold
+6.6%
+Shares vs options — what's the difference?
SharesYou own the stock. The return is the underlying's move (entry → exit), linear, and you can hold as long as you like. Steadier, lower leverage.
OptionsYou buy a contract (a call or put at a strike, expiring on a date). The return is on the premium — leveraged (a small stock move can be a huge % on the option) and time-sensitive (value decays toward expiry). Higher risk and reward; here the premium is modeled, not self-reported.

Live calls

1 open
Live calls are subscriber-only

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4 notes Supply-chain research3-9 months average holdDefined risk
PaidSemiconductorsLRCXMar 26

LRCX and the memory upcycle

Subscribers get the full thesis, the levels, and my positioning on LRCX. Subscribe to read on.

ShortLow convictionDefined risk risk 3 min read
LRLRCXLoading delayed quote
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PaidSemiconductorsAMATMar 20

The AMAT inventory turn I'm watching

Subscribers get the full thesis, the levels, and my positioning on AMAT. Subscribe to read on.

Neutral / hedgedLow convictionDefined risk risk 11 min read
AMAMATLoading delayed quote
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PaidSemiconductorsASMLMar 15

The ASML inventory turn I'm watching

Subscribers get the full thesis, the levels, and my positioning on ASML. Subscribe to read on.

Neutral / hedgedHigh convictionDefined risk risk 9 min read
ASASMLLoading delayed quote
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FreeSemiconductorsLRCXMar 5

LRCX and the memory upcycle (Part 2)

Lead times and utilisation say we're earlier in the cycle than sentiment implies.

LongHigh convictionDefined risk risk 9 min read
LRLRCXLoading delayed quote
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