Calls
138
#140
Alpha Score 89.2
ParadisLabs
AI/Semiconductor Analyst
Win Rate
50.0%
return
+4.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 17
$52.10
-15.5%
Go long IQE as the strategic divestment of its Taiwan operations clears regulatory hurdles, paving the way for a potential acquisition by a Western buyer.
Go long IQE as the strategic divestment of its Taiwan operations clears regulatory hurdles, paving the way for a potential acquisition by a Western buyer.
AI Photonics
Long
Mar 24
$115.80
+75.4%
The author projects massive growth for NBIS, predicting it will become a $100B company within three years due to rapid ARR expansion in the AI compute sector.
The author projects massive growth for NBIS, predicting it will become a $100B company within three years due to rapid ARR expansion in the AI compute sector.
NeoCloud
Long
Mar 24
$108.48
-5.1%
The tweet highlights upcoming positive catalysts for AAOI based on expert analysis.
AI Photonics
Long
Mar 15
$37.48
+118.8%
AEHR is highlighted as an undervalued AI supply chain monopoly with significant growth potential.
Foundry Equipment
Long
Mar 30
$569.05
+180.0%
SanDisk is experiencing a fundamental business transformation driven by a shift toward high-margin AI data center and enterprise SSD products.
SanDisk is experiencing a fundamental business transformation driven by a shift toward high-margin AI data center and enterprise SSD products.
AI Memory
Long
Apr 16
$11.10
+18.0%
Long LPKF Laser — speaker 'started small positions in LPKF & Silicom cos they looked interesting'.
Foundry Equipment
Long
Mar 29
$10.00
+121.0%
Sivers Semiconductors presents a favorable risk-reward profile due to its critical role in solving AI GPU interconnect challenges with InP lasers.
Sivers Semiconductors presents a favorable risk-reward profile due to its critical role in solving AI GPU interconnect challenges with InP lasers.
AI Photonics
Long
Apr 26
$148.85
+14.2%
Long QCOM on auto and AI/edge diversification offsetting handset and memory headwinds.
AI ASIC
Long
Mar 26
$356.90
+169.9%
Micron is undervalued with significant EPS revisions and increased capital expenditure guidance.
AI Memory
Long
Apr 26
$675.03
-11.8%
Long META on ad revenue growth and AI‑driven ad efficacy proving the massive capex spend.
Hyperscalers
Long
Apr 27
$28.94
+26.4%
Long $SMCI — 'my new f*** it long from last week is $SMCI'; fundamentals in-tact, Q3 earnings could yield positive re-rating with $12.7B Q2 rev (+123% YoY) and $13B Blackwell Ultra backlog.
Long $SMCI — 'my new f*** it long from last week is $SMCI'; fundamentals in-tact, Q3 earnings could yield positive re-rating with $12.7B Q2 rev (+123% YoY) and $13B Blackwell Ultra backlog.
AI Hardware
Long
Apr 26
$231.17
-6.4%
Long BE on backlog conversion and AI-driven fuel-cell deployment, though execution slippage is a risk.
Long BE on backlog conversion and AI-driven fuel-cell deployment, though execution slippage is a risk.
Clean Energy
Long
Apr 22
$822.00
+5.7%
Long LITE as a company capitalizing on semiconductor supply chain bottlenecks, demonstrated by its strong YTD gains.
Long LITE as a company capitalizing on semiconductor supply chain bottlenecks, demonstrated by its strong YTD gains.
AI Photonics
Long
Apr 20
$99.83
+40.7%
Long NOW due to rapid growth in Now Assist, with annual contract value doubling year-over-year to over $600 million.
Long NOW due to rapid growth in Now Assist, with annual contract value doubling year-over-year to over $600 million.
AI Software
Long
Apr 10
$66.75
-14.4%
Long AXTI ahead of end-of-April earnings based on expected sequential revenue growth driven by AI infrastructure demand for indium phosphide.
Long AXTI ahead of end-of-April earnings based on expected sequential revenue growth driven by AI infrastructure demand for indium phosphide.
AI Photonics
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ParadisLabs has 138 trade ideas tracked on Buzzberg across 137 tickers since March 2026. Win rate 50% across 138 evaluated calls, average return +4.9%. Ranked #140 on the Buzzberg Alpha leaderboard. Most covered: IQE, NBIS, AAOI.
