Calls
7
#956
Alpha Score 20.5
beauty_oe
U.S. Equity & Technology Commentator
Win Rate
28.6%
return
-3.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 09
$189.91
+15.3%
Buy NBIS — author discloses a current high-weighting position, with conviction that AI-driven memory demand is structurally different from prior cycles, supporting continued upside after any near-term correction.
NeoCloud
Long
Aug 11
$41.60
-12.3%
Buy optical sector names including SIVE as a read-through from LITE's strong Q4 beat and Q1 guide, with management explicitly citing rising ultra-high-power CPO laser demand and in-rack connectivity penetration expanding the optical TAM.
AI Photonics
Long
Aug 09
$426.45
-13.6%
Author discloses AVGO as a current portfolio holding alongside GOOGL in a "mental stabilizer" bucket, citing its role as "king of connectivity" and high drawdown resilience during tech declines.
AI ASIC
Long
Aug 09
$21.70
+5.0%
Author discloses IGLD as a current portfolio holding in a dividend bucket, citing its gold-linked dividend structure that pays out specifically during equity market crashes as a hedge.
Commodities
Long
Aug 11
$133.66
-16.6%
Buy AAOI on a differentiated catalyst — while it lags in first-gen CPO deployments, its own laser manufacturing provides module supply stability and 1.6T module market share gains are the nearer-term driver.
AI Photonics
Long
Aug 11
$218.50
-1.4%
Buy NVDA on medium-to-long term basis; the $500B AI infrastructure fund formed with 6 major banks, despite circular-trade criticism causing near-term selling, should channel capital into photonics, memory, and power supply — all NVDA ecosystem tailwinds.
AI Compute
Long
Aug 09
$354.70
-2.7%
Author discloses GOOGL as a current portfolio holding in a dedicated "mental stabilizer" bucket, citing strong customer touchpoints and high drawdown resilience as reasons to hold through tech selloffs.
Hyperscalers
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beauty_oe has 7 trade ideas tracked on Buzzberg across 7 tickers since August 2026. Ranked #956 on the Buzzberg Alpha leaderboard. Most covered: NBIS, SIVE, IGLD.
