Calls
14
#1061
Alpha Score 6.2
chairmansledger
Pseudonymous Investor & Market Researcher
Win Rate
21.4%
return
-12.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 10
$9.06
+1.1%
Buy ONDS as a pure execution play on confirmed demand for autonomous systems, counter-drone, and defense-grade communications; speaker claims insider familiarity with the market and conviction that management can convert demand into repeatable revenue without chronic equity dilution.
Defense
Long
May 10
$61.20
-32.1%
Buy IREN as the company executes a multi-layer transition from power/mining infrastructure into AI data centers, GPU deployment, software, and enterprise customers — speaker argues skepticism is misplaced and the business model shift is already underway, not theoretical.
NeoCloud
Long
Jul 18
$4.08
+29.4%
Buy NUAI as a current author pick in AI infrastructure; thesis is purely thematic with no specific catalyst, and author explicitly acknowledges coin-flip odds, making this extremely low conviction.
Clean Energy
Long
May 16
$219.94
+0.0%
Maintain a reduced but still positive view on NBIS; speaker believes upside remains but is trimming allocation as the asymmetric return profile has diminished relative to earlier entry.
NeoCloud
Long
May 12
$72.96
-0.6%
Buy ASTS as author discloses an existing long position, citing the market underpricing the strategic importance of resilient satellite connectivity infrastructure.
Satellite Communications
Long
May 12
$4.98
-11.8%
Buy Kraken Robotics as author discloses a sized current position alongside ONDS, grounded in the view that undersea and maritime infrastructure are among the most vulnerable and targeted layers in modern geopolitical conflict.
Defense
Long
May 14
$7.17
-45.3%
Author discloses current ownership of DGXX as part of a Bitcoin/Compute-themed personal portfolio, implying long conviction in bitcoin or digital infrastructure.
Crypto Miners
Long
May 14
$132.56
-36.7%
Author discloses current ownership of RKLB as part of a Space-themed personal portfolio, implying long conviction in commercial launch and space systems.
Space
Long
May 18
$16.86
-35.5%
Author discloses a newly initiated long position in TRT, expressing personal ownership with forward-looking conviction ("let's see how this story plays out"), implying a medium-term thesis in development.
Foundry Equipment
Long
May 14
$56.65
-28.7%
Author discloses current ownership of SIVE as part of an Autonomy/Defense-themed personal portfolio, implying long conviction in the autonomy technology space.
AI Photonics
Long
May 14
$6.10
-27.0%
Author discloses current ownership of ASPI as part of a Defense/Compute-themed personal portfolio, implying long conviction in defense AI and compute.
Critical Minerals
Long
May 18
$77011.80
-15.4%
Author discloses current portfolio holding in BTC, included in a conviction book alongside defense, AI infrastructure, and sovereign power themes.
Crypto Assets
Long
Aug 10
$353.65
+0.0%
Buy GOOG; author endorses Berkshire's stake as a genuine vote of confidence in Google's AI positioning, distinguishing it from a broader AI/equities call.
Hyperscalers
Long
Jul 17
$103.42
+31.5%
Buy AAOI as a compelling risk/reward opportunity within the AI HPC data center / neocloud theme; author considers it one of the better names in the market and would nibble at current levels.
AI Photonics
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chairmansledger has 14 trade ideas tracked on Buzzberg across 14 tickers since May 2026. Ranked #1061 on the Buzzberg Alpha leaderboard. Most covered: ONDS, IREN, NBIS.
