Calls
67
#59
Alpha Score 94.3
Minnvestor
Tech/Semiconductor growth investor
Win Rate
50.0%
return
+5.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 15
$32.15
+23.8%
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Clean Energy
Long
Mar 12
$10.13
+26.4%
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
AI Photonics
Long
Apr 15
$131.43
+17.9%
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area.
Grid Equipment
Long
May 14
$132.88
-21.2%
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
Buy ORA as hyperscaler demand for 24/7 geothermal power provides contracted revenue visibility through 2030, backed by White House priority.
Power Producers
Long
May 14
$83.14
-3.9%
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Oil & Gas
Long
Mar 12
$183.14
+10.7%
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
Jensen Huang's focus on zero-latency AI infrastructure highlights significant growth potential for key semiconductor and connectivity players.
AI Compute
Long
Jun 02
$401.35
-13.9%
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
Buy ISRG on price dislocation below $400 despite Piper Sandler's $580 PT; razor-and-blade recurring revenue model, 11,000 installed systems, 10M+ procedures create durable data moat with AI/robotics tailwinds supporting consistent YoY sales growth.
MedTech
Long
May 14
$347.20
-19.7%
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Bullish on power/grid infrastructure stocks as a thematic rotation into 2H 2026, driven by the speaker's view that the sector is the next leg higher after trimming optical holdings.
Grid Equipment
Long
May 07
$34.11
+12.6%
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
The author discusses a barbell portfolio strategy blending AI-focused holdings like NVDA and ASX with speculative picks like BESI.AS and FPS, but offers no explicit forward-looking directional call on any ticker.
Foundry Equipment
Long
Mar 13
$395.56
-0.4%
The author maintains a bullish outlook on HIMX due to its strong fundamentals and potential high-profile partnerships despite its low valuation.
The author maintains a bullish outlook on HIMX due to its strong fundamentals and potential high-profile partnerships despite its low valuation.
Hyperscalers
Long
Jun 02
$2.28
-18.4%
Buy Malaysia Smelting Corp as the cleanest equity vehicle for the tin rally — no China or Congo exposure, high-purity tin output, and direct leverage to SE Asia's growing back-end semiconductor ecosystem (advanced packaging, solder, bumps, EMS) anchored by Malaysia's 13% global chip assembly share.
Buy Malaysia Smelting Corp as the cleanest equity vehicle for the tin rally — no China or Congo exposure, high-purity tin output, and direct leverage to SE Asia's growing back-end semiconductor ecosystem (advanced packaging, solder, bumps, EMS) anchored by Malaysia's 13% global chip assembly share.
Metals & Mining
Long
May 28
$1128.39
+4.5%
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
Buy LLY as PBM coverage expansion for the full obesity portfolio unlocks a large new patient pool; chronic indefinite use supports durable revenue; stock trades below 30x forward earnings with PEG under 1.5 and has technically broken above a multi-tested ~$1,100 resistance level.
GLP-1 / Obesity
Long
Jun 01
$84.95
+1.2%
Buy ITRI as a speculative beneficiary of accelerating BESS deployments tied to AI data center infrastructure buildout; author frames as an underappreciated angle on the theme.
Buy ITRI as a speculative beneficiary of accelerating BESS deployments tied to AI data center infrastructure buildout; author frames as an underappreciated angle on the theme.
Grid Equipment
Long
May 19
$891.80
-17.8%
Author provides a personal portfolio update detailing recent sales and reduced positions for cash management, with no explicit forward-looking bullish or bearish trade calls on any ticker.
Author provides a personal portfolio update detailing recent sales and reduced positions for cash management, with no explicit forward-looking bullish or bearish trade calls on any ticker.
AI Photonics
Long
May 07
$5450.00
-23.2%
Minnvestor explicitly discloses 'my Taiwan positions' with Global Unichip at +100% unrealized gain, confirming an active long in this Taiwan-listed fabless chip design services company serving hyperscaler AI programs.
Minnvestor explicitly discloses 'my Taiwan positions' with Global Unichip at +100% unrealized gain, confirming an active long in this Taiwan-listed fabless chip design services company serving hyperscaler AI programs.
Foundry Equipment
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Minnvestor has 67 trade ideas tracked on Buzzberg across 67 tickers since March 2026. Win rate 50% across 66 evaluated calls, average return +5.5%. Ranked #59 on the Buzzberg Alpha leaderboard. Most covered: FPS, HIMX, NVT.
