Calls
78
#1211
Alpha Score 1.2
photonbull
Win Rate
31.2%
return
-10.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 16
$86.70
-28.2%
Favourite buy-and-hold pick at $87 — part of basket of stocks the speaker explicitly endorses for buy-and-hold strategy.
Favourite buy-and-hold pick at $87 — part of basket of stocks the speaker explicitly endorses for buy-and-hold strategy.
Satellite Communications
Long
Apr 06
$9.49
+11.5%
Long $EOS.AX — first-person disclosure; Australian market closed before US recovery, expects catch-up move.
Long $EOS.AX — first-person disclosure; Australian market closed before US recovery, expects catch-up move.
Defense
Long
Mar 16
$96.03
+83.6%
Favourite buy-and-hold pick at 98.5 — explicit endorsement as part of speaker's buy-and-hold basket.
Favourite buy-and-hold pick at 98.5 — explicit endorsement as part of speaker's buy-and-hold basket.
AI Photonics
Long
Mar 16
$128.81
+46.3%
Favourite buy-and-hold pick at 127 — explicit endorsement as part of speaker's buy-and-hold basket.
NeoCloud
Long
May 05
$633.83
+47.4%
Memory finally rerating from commoditized hardware to high growth AI necessities.
AI Memory
Long
Mar 11
$7.33
-42.3%
Still a good long $KRKNF — wasn't expensive at $4.50, now $7.72 and still early; Iran Strait of Hormuz mining is a real tailwind.
Still a good long $KRKNF — wasn't expensive at $4.50, now $7.72 and still early; Iran Strait of Hormuz mining is a real tailwind.
Defense
Long
May 05
$1361.58
+8.9%
Memory finally rerating from commoditized hardware to high growth AI necessities.
AI Memory
Long
May 05
$46.05
+22.2%
Memory finally rerating from commoditized hardware to high growth AI necessities.
Thematic ETFs
Long
May 12
$9.05
-8.7%
Favourite defense pick on the Golden Dome $1.2T spend thesis.
Defense
Long
Jul 13
$1845000.00
-8.6%
Buy memory sector names as a contrarian play; speaker argues elevated fear/pessimism in the memory space creates a buying opportunity across the group.
Buy memory sector names as a contrarian play; speaker argues elevated fear/pessimism in the memory space creates a buying opportunity across the group.
AI Memory
Long
May 30
$175.54
-8.0%
Buy RDDT as the market misprices it as a declining social media name; the 2027 AI data licensing renewal represents a concrete repricing catalyst from ~$60M to ~$400M annually at 90%+ gross margins, a high-margin annuity the current multiple ignores entirely.
Buy RDDT as the market misprices it as a declining social media name; the 2027 AI data licensing renewal represents a concrete repricing catalyst from ~$60M to ~$400M annually at 90%+ gross margins, a high-margin annuity the current multiple ignores entirely.
Internet Platforms
Long
May 17
$21.36
-9.5%
Market frames FCEL as next BE — same secular driver (behind-the-meter baseload power for AI data centers stuck in 5-7yr interconnect queues), different tech, much earlier innings; Q1'26 revenue $30.5M up substantially.
Market frames FCEL as next BE — same secular driver (behind-the-meter baseload power for AI data centers stuck in 5-7yr interconnect queues), different tech, much earlier innings; Q1'26 revenue $30.5M up substantially.
Clean Energy
Long
Mar 27
$7.23
+10.1%
Bought the dip on $OPTX today to start a position; high-beta dropped on risk-off but asymmetry is real if US goes boots-on-the-ground in Iran; market is missing the connection.
Bought the dip on $OPTX today to start a position; high-beta dropped on risk-off but asymmetry is real if US goes boots-on-the-ground in Iran; market is missing the connection.
AI Photonics
Long
May 20
$5.04
-27.4%
Long $AMPG; small-cap RF design firm with 165% YoY revenue growth and a tailwind from the SpaceX IPO, creating a momentum-driven opportunity.
Long $AMPG; small-cap RF design firm with 165% YoY revenue growth and a tailwind from the SpaceX IPO, creating a momentum-driven opportunity.
AI Photonics
Long
May 12
$118.89
-43.3%
Favourite space pick on the Golden Dome $1.2T spend thesis.
Space
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photonbull has 78 trade ideas tracked on Buzzberg across 77 tickers since March 2026. Win rate 31% across 77 evaluated calls, average return -10.9%. Ranked #1211 on the Buzzberg Alpha leaderboard. Most covered: ASTS, EOS.AX, AAOI.
