Calls
104
#946
Alpha Score 6.5
moninvestor
Win Rate
37.5%
return
-5.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 02
$41.15
-18.0%
Stayed relatively flat; not worried; prepared to wait patiently for thesis to play out.
NeoCloud
Long
Mar 09
$22.16
+47.4%
Bought HIMS at $6 before it became one of the three most popular stocks on X; held long-term position.
Bought HIMS at $6 before it became one of the three most popular stocks on X; held long-term position.
GLP-1 / Obesity
Long
Mar 02
$12.14
-46.1%
Second largest position; flying today up 20%.
Defense
Long
Mar 02
$23.00
+58.7%
Held in portfolio; up 6% on the day.
AI Photonics
Long
Mar 02
$6.74
-38.0%
Held in portfolio; up 8% on the day.
Robotics
Long
Mar 17
$113.69
+56.7%
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
NeoCloud
Long
Mar 03
$4.20
-3.8%
Held in short-term portfolio.
Clean Energy
Long
Mar 17
$82.78
-11.4%
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
AI data center pick for 2026 on capacity-constrained AI infrastructure demand from hyperscalers and startups.
NeoCloud
Long
May 14
$83.01
-29.7%
Favourite long-term stock pick.
Satellite Communications
Long
May 09
$52.80
-1.6%
Best way to play memory sector at current levels — concentrated ETF gives direct exposure to memory names without single-stock risk.
Best way to play memory sector at current levels — concentrated ETF gives direct exposure to memory names without single-stock risk.
Thematic ETFs
Long
Mar 14
$14.10
-23.8%
Medium-term holding in portfolio.
Industrial Automation
Long
Mar 02
$10.29
-47.1%
Favourite rare earth stock and favorite stock right now; only commercial-scale US antimony producer; $245M Pentagon contract; only domestic smelters; China supply concentration risk; critical mineral designation; potential long-term hold.
Favourite rare earth stock and favorite stock right now; only commercial-scale US antimony producer; $245M Pentagon contract; only domestic smelters; China supply concentration risk; critical mineral designation; potential long-term hold.
Critical Minerals
Long
May 25
$5.68
-30.5%
Buy KEEL ahead of two near-term catalysts — CEO commitment to sign 3 site leases by year-end and June Russell 3000 reconstitution inclusion — with a single hyperscaler deal representing an asymmetric re-rating event given 478MW+ of power capacity across three sites.
Buy KEEL ahead of two near-term catalysts — CEO commitment to sign 3 site leases by year-end and June Russell 3000 reconstitution inclusion — with a single hyperscaler deal representing an asymmetric re-rating event given 478MW+ of power capacity across three sites.
NeoCloud
Long
May 10
$746.81
+12.9%
HBM capacity sold out through 2026; TAM to $100B by 2028 (40% CAGR); memory stocks at ATH and will keep going higher.
HBM capacity sold out through 2026; TAM to $100B by 2028 (40% CAGR); memory stocks at ATH and will keep going higher.
AI Memory
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moninvestor has 104 trade ideas tracked on Buzzberg across 95 tickers since March 2026. Win rate 38% across 104 evaluated calls, average return -5.5%. Ranked #946 on the Buzzberg Alpha leaderboard. Most covered: IREN, HIMS, ONDS.
