Senior Analyst, Bloomberg Intelligence
3 dated public stances tracked since 2026-07-07, most recently 2026-07-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Masahiro Wakasugi's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Masahiro Wakasugi is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|
| 2026-07-07 | ASML | bullish | +6.6% | — | — |
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|
| ASML | 1 | | 1 bullish | 2026-07-07 |
| CHIP MATERIALS (SILICON WAFERS, PHOTORESIST, PHOTOMASK BLANKS) | 1 | | 1 bullish | 2026-07-07 |
| DRAM | 1 | | 1 bullish | 2026-07-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-07-07
ASML
bullish
Bloomberg Television · video
Samsung and SK Hynix have committed to doubling memory capacity over the next five years, creating sustained incremental demand for chip-making equipment from European suppliers ASML and ASMI
“we can expect some more demand for the chip making equipment maybe in Europe probably ASML or ASM International”
90d +6.6%
Le Pen Judgement Day, Samsung Drops after Profit Beat | The Opening Trade 7/7/2026
2026-07-07
DRAM
bullish
Bloomberg Television · video
AI demand is structurally shifting from training to inference, which drives demand for both DRAM HBM and non-flash memory/SSD as hyperscalers and Nvidia build out data centers requiring more storage
“we think basically it's structural”
Le Pen Judgement Day, Samsung Drops after Profit Beat | The Opening Trade 7/7/2026
2026-07-07
CHIP MATERIALS (SILICON WAFERS, PHOTORESIST, PHOTOMASK BLANKS)
bullish
Bloomberg Television · video
AI-driven memory capex expansion is spreading demand across the full semiconductor supply chain into materials producers, a broader and more durable tailwind than semiconductor equipment alone
“demand is spreading across the sub sectors due to the AI demand”
Le Pen Judgement Day, Samsung Drops after Profit Beat | The Opening Trade 7/7/2026
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