Calls
56
#1
Alpha Score 100.0
bullofbritain
Win Rate
72.2%
return
+49.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 13
$0.36
-16.4%
Buy EQR.AX on tungsten supply tightness (APT prices already at $3,000/mtu vs. model baseline of $2,500), best-ever earnings, rapid deleveraging ($60M→$20M debt), and imminent passive buying catalyst from ASX All Ordinaries index inclusion effective 23 March 2026.
Critical Minerals
Long
Mar 17
$30.83
-
Buy VNP.TO as a foundational supplier to the AI optical/co-packaging space; while the market chases speculative next-gen plays, VNP.TO is approaching all-time highs with no crowding and is the underlying input all competing companies require.
Critical Minerals
Long
Jan 11
$22.23
-17.8%
Buy ALMU as the company transitions from R&D-stage science to 300mm mass manufacturing, with the speaker arguing its US-based light source patents represent a structural bottleneck in AI photonics infrastructure.
AI Photonics
Long
Mar 18
$27.10
+73.4%
Buy IQE as EU-China decoupling redirects semiconductor material demand toward Western suppliers; author frames this as a direct beneficiary of increased Western supply chain investment.
AI Photonics
Long
Mar 09
$639.89
+39.9%
Buy LITE as an asymmetric photonics opportunity; author explicitly names it alongside AAOI as a top pick, with prior context of NVDA downstream investment backing LITE/COHR providing a demand catalyst.
AI Photonics
Long
Mar 16
$138.50
+83.0%
Buy TSEM as a co-packaged optics play; NVDA GTC's 16x GPU rack density requires optical integration at the package level, a capability TSEM provides and for which supply is unprepared.
Foundry Equipment
Long
Mar 04
$99.60
+36.5%
Buy AAOI as the top photonics pick due to zero geopolitical/China supply-chain risk; the stock is up 4% while the broader photonics sector is down 7-8%, demonstrating price decoupling from China-exposed peers like AXTI.
AI Photonics
Short
Mar 02
$39.61
-128.0%
Short AXTI — permits outright declined (not deferred), balance sheet is deteriorating, and the company is structurally losing the photonics race as NVDA backs silicon-based photonics via COHR, making copper-dependent solutions obsolete.
AI Photonics
Long
Apr 19
$44.30
-9.5%
Buy Aixtron as a picks-and-shovels play on the 800G/1.6T optics ramp; 90% InP MOCVD share and 70-80% GaN MOCVD share make it the irreplaceable equipment layer for both AI datacenter optics and 800V power architecture, with management guiding to 2x optoelectronics revenue in 2026.
Foundry Equipment
Long
Apr 06
$46.80
+121.8%
Buy AEHR as the sole provider of wafer-level testing for silicon photonics chips; a newly landed major hyperscale customer validates the monopoly position and signals accelerating demand in the photonics supply chain.
Foundry Equipment
Long
Apr 03
$6.42
-9.2%
Buy BMM as a U.S.-soil tungsten producer directly aligned with Pentagon procurement and the NDAA ban on Chinese-sourced tungsten effective January 2027, creating a legal demand floor for domestic supply regardless of price.
Metals & Mining
Long
Mar 18
$116.99
+62.3%
Buy NBIS as a named Western supply chain beneficiary of EU's decision to decouple from China and direct additional liquidity and demand toward non-Chinese networks.
NeoCloud
Long
Mar 16
$247.00
+55.5%
Buy COHR as a co-packaged optics beneficiary of NVDA GTC's 16x GPU rack density revelation; optical integration demand will surge and supply chains are not positioned to meet it.
AI Photonics
Long
Mar 16
$60.52
+11.0%
Buy EQR.AX as the second of only two meaningful Western tungsten producers (21-29% of non-Chinese supply); structurally positioned to capture NDAA-mandated defence demand and growing semiconductor consumption (2,500t→5,500t by 2030) with no Chinese-origin substitutes available; trades at a significant market cap discount to ALT despite comparable supply share.
REITs
Long
Apr 21
$100.67
+21.7%
Buy SOI as part of a supply-chain basket; author claims a rising (unnamed) metric supports continued multiple expansion in downstream supply chain names.
Foundry Equipment
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bullofbritain has 56 trade ideas tracked on Buzzberg across 55 tickers since January 2026. Win rate 72% across 54 evaluated calls, average return +49.3%. Ranked #1 on the Buzzberg Alpha leaderboard. Most covered: EQR.AX, VNP.TO, ALMU.
