#1
Alpha Score 100.0
aleabitoreddit
Reddit DD Author / Independent Trader
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Sep 09
$95.72
+169.9%
Bullish basket pick: $NBIS. Explicit list of stocks he's bullish on.
NeoCloud
Long
Mar 16
$6.21
+1289.4%
Long SIVE — 'my personal new ones were ... $SIVE as the next $LITE for CPO/Silicon photonics'.
AI/Semi
Long
Dec 11
$36.32
+423.7%
Small-cap <$3B photonics player; scale-out 400G/800G connectivity for Trainium and Maia; AWS whale client + MSFT Maia; Made in America angle; structurally undervalued.
Small-cap <$3B photonics player; scale-out 400G/800G connectivity for Trainium and Maia; AWS whale client + MSFT Maia; Made in America angle; structurally undervalued.
Photonics
Long
Dec 26
$15.37
+624.1%
Long $AXTI — $600m company is the bottleneck of bottleneck for AI photonics buildout (InP substrates); downside risk from China supply chain but asymmetric upside.
Long $AXTI — $600m company is the bottleneck of bottleneck for AI photonics buildout (InP substrates); downside risk from China supply chain but asymmetric upside.
Photonics
Long
Sep 26
$11.47
+126.7%
Good buy on 17.54% drop; $3B/10y deal, 0% interest dilution at $16.06 (38% above market) — overreaction to BTC balance sheet exposure.
Good buy on 17.54% drop; $3B/10y deal, 0% interest dilution at $16.06 (38% above market) — overreaction to BTC balance sheet exposure.
Crypto
Long
Jul 07
$48.42
-38.4%
Bought $HIMS at $45.26 on 5.6% drop — fire sale entry.
Healthcare
Long
Sep 15
$37.14
+63.4%
IREN great but more speculative atm and needs dilution.
NeoCloud
Long
Sep 09
$250.92
+75.2%
Bullish basket pick: $TSM. Explicit list of stocks he's bullish on.
AI/Semi
Long
Dec 01
$317.93
+199.3%
Initiating new position — primary OCS beneficiary; core of Apollo OCS switches in TPU pods; less commoditization than standard transceivers.
Initiating new position — primary OCS beneficiary; core of Apollo OCS switches in TPU pods; less commoditization than standard transceivers.
Photonics
Long
Mar 01
$50.19
+223.8%
The author expects Soitec to re-rate significantly higher due to its functional monopoly on photonics-soi substrates, a key component for Co-Packaged Optics (CPO) technology set to inflect in 2028.
The author expects Soitec to re-rate significantly higher due to its functional monopoly on photonics-soi substrates, a key component for Co-Packaged Optics (CPO) technology set to inflect in 2028.
AI/Semi
Long
Jul 02
$62.42
-39.9%
Long $IBIT/BTC 2026-2027 LEAPs — low IV (44-55), USD inflation, growing global money supply, post-halving historical Jul/Aug rallies. Selling BTC CCs into weekly high IV = profit.
Long $IBIT/BTC 2026-2027 LEAPs — low IV (44-55), USD inflation, growing global money supply, post-halving historical Jul/Aug rallies. Selling BTC CCs into weekly high IV = profit.
Crypto
Long
Aug 31
$48.60
+123.2%
Long $RKLB in 5-year moonshot basket targeting 1000% returns given current valuations. Space sector pick.
Long $RKLB in 5-year moonshot basket targeting 1000% returns given current valuations. Space sector pick.
NatSec
Long
Jan 09
$1.96
+27.0%
Long VLN — initiated position at $155M MC; AI semi for self-driving/robotics; markets messed up due to ticker collision data error and missed CES 2026 info; fair value $493.5M base case.
Long VLN — initiated position at $155M MC; AI semi for self-driving/robotics; markets messed up due to ticker collision data error and missed CES 2026 info; fair value $493.5M base case.
AI/Semi
Long
Oct 03
$207.20
-12.3%
Bought $RDDT at $200 psychological support after 29% drop; news that caused drop was immaterial (training data, not AI ads).
Bought $RDDT at $200 psychological support after 29% drop; news that caused drop was immaterial (training data, not AI ads).
Consumer
Long
Sep 28
$743.75
-20.3%
Sells 5 $META $712.5 puts for $869 premium; META unlikely to drop 5%+ a week.
AI/Semi
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aleabitoreddit has 143 trade ideas tracked on Buzzberg across 140 tickers since July 2025. Win rate 61% across 143 evaluated calls, average return +61.2%. Ranked #1 on the Buzzberg Alpha leaderboard. Most covered: NBIS, SIVE, AAOI.