PaidTSMJul 24
Foundry pricing power is quietly extraordinary
Subscribers get the full breakdown, the levels, and the position sizing.
Lena Brandt
Deep dives on WFE, HBM, and the supply chain behind the chips everyone talks about.
Handle
@siliconreads
Subscribers
15
Publishing Since
May 2026
Subscribe to Lena Brandt
Finance letters, trade notes, and paid subscriber comments from Lena.
Every letter and trade note, as they publish
Full archive and live calls — entry, conviction, settlement
Paid subscriber comments and discussion
Cancel anytime. Free posts stay free either way.
$29 / month
Billed monthly. Switch or cancel anytime.
Free gets occasional public letters in your feed.
By subscribing you agree to the Terms and consent to immediate access. Your first charge is refundable within 14 days.
Posts
5PaidLRCXMar 26
LRCX and the memory upcycle
Subscribers get the full thesis, the levels, and my positioning on LRCX. Subscribe to read on.
PaidAMATMar 20
The AMAT inventory turn I'm watching
Subscribers get the full thesis, the levels, and my positioning on AMAT. Subscribe to read on.
PaidASMLMar 15
The ASML inventory turn I'm watching
Subscribers get the full thesis, the levels, and my positioning on ASML. Subscribe to read on.
FreeLRCXMar 5
LRCX and the memory upcycle (Part 2)
Lead times and utilisation say we're earlier in the cycle than sentiment implies.
Track Record
VerifiedLast 30 DaysNo closed calls in the last 30 days — open a call below and close it later; the verified scorecard builds automatically from real entry and exit prices over a rolling 30-day window.
Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.