Calls
107
#231
Alpha Score 81.2
temple_eight
AI Photonics Trader
Win Rate
41.9%
return
+4.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 30
$28.59
+103.3%
Long Penguin Solutions ($PENG) — extremely undervalued competitor to $SMCI; MemoryAI CXL KV Cache server launched March 2026 is greatest edge.
Long Penguin Solutions ($PENG) — extremely undervalued competitor to $SMCI; MemoryAI CXL KV Cache server launched March 2026 is greatest edge.
AI Hardware
Short
Mar 09
$607.76
-16.6%
Sold short some NQ futures at the open, that is all.
Equity Indexes
Long
Apr 16
$23.00
+188.5%
Long Maxlinear ($MXL) — already climbing; ongoing bullish position update.
AI Photonics
Short
Feb 26
$69.13
+41.1%
Tepper big mad at Whirlpool, he's massive long & we're short. Even the best can be too early; credit cycle has to turn first (ongoing short position confirming active short).
Tepper big mad at Whirlpool, he's massive long & we're short. Even the best can be too early; credit cycle has to turn first (ongoing short position confirming active short).
Retail & Mobility
Long
Feb 24
$10.80
+6.5%
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
Released investment thesis on CLF Cleveland-Cliffs. Outlines hidden bottleneck of Grain Oriented Electrical Steel (GOES), key material for transformers which can't be made fast enough for data center driven demand.
Metals & Mining
Long
Jun 10
$691.59
+2.8%
Buy QQQ at technical support in the 660-665 zone; author identifies this price range as a meaningful chart level to initiate a long position.
Buy QQQ at technical support in the 660-665 zone; author identifies this price range as a meaningful chart level to initiate a long position.
Equity Indexes
Long
Mar 22
$103.40
+118.8%
Credo just walked out of the OFC/GTC gauntlet with ultimate receipts: their 1.6T ZeroFlap AECs are officially key part of interconnects for NVIDIA's Vera Rubin NVL144 and Kyber Ultra NVL576. Credo owns next 36 months of the interconnect.
Credo just walked out of the OFC/GTC gauntlet with ultimate receipts: their 1.6T ZeroFlap AECs are officially key part of interconnects for NVIDIA's Vera Rubin NVL144 and Kyber Ultra NVL576. Credo owns next 36 months of the interconnect.
AI Photonics
Short
Mar 10
$45.88
-47.2%
If you wanted to short an optical name, hard pressed to find a better one than AXTI. Just a matter of time before China clamps down on InP exports altogether, would bring stock down to single digits.
If you wanted to short an optical name, hard pressed to find a better one than AXTI. Just a matter of time before China clamps down on InP exports altogether, would bring stock down to single digits.
AI Photonics
Short
Mar 11
$43.94
-12.0%
Bank OZK presented as the next SVB regional bank domino to fall - linked thesis published.
Banks
Long
Jul 06
$186.19
-13.8%
Buy QCOM as its AI200/AI250 inference chips target TCO-sensitive deployments, anchor customer Humain is deploying 200MW of AI200 racks in Saudi Arabia starting 2026, and the $2.4B Alphawave acquisition provides the low-latency SerDes/interconnect IP that is the critical bottleneck in disaggregated LLM inference.
Buy QCOM as its AI200/AI250 inference chips target TCO-sensitive deployments, anchor customer Humain is deploying 200MW of AI200 racks in Saudi Arabia starting 2026, and the $2.4B Alphawave acquisition provides the low-latency SerDes/interconnect IP that is the critical bottleneck in disaggregated LLM inference.
AI ASIC
Short
Mar 17
$573.15
-10.4%
After success with Whirlpool short, opening short on John Deere DE - 'The Subprime Tractor: Deere's Shadow Bank Is About To Blow Up.'
After success with Whirlpool short, opening short on John Deere DE - 'The Subprime Tractor: Deere's Shadow Bank Is About To Blow Up.'
Construction & Infrastructure
Long
Jul 28
$126.16
-0.1%
Author states a long crude position as part of a pair trade overnight, but provides no mechanism or catalyst beyond the trade framing.
Author states a long crude position as part of a pair trade overnight, but provides no mechanism or catalyst beyond the trade framing.
Commodities
Short
Jul 01
$1057.76
+23.3%
Short CAT as a cyclical name that has been re-rated AI-adjacent, making it disproportionately vulnerable to multiple compression and earnings deterioration in an anticipated 2027 slowdown or recession; AI re-rating amplifies the downside relative to prior cycles.
Short CAT as a cyclical name that has been re-rated AI-adjacent, making it disproportionately vulnerable to multiple compression and earnings deterioration in an anticipated 2027 slowdown or recession; AI re-rating amplifies the downside relative to prior cycles.
Construction & Infrastructure
Long
May 14
$69.96
-63.9%
Long $WOLF — speaker explicitly states 'We're bullish $WOLF as well' confirming position.
Power Semis
Short
Aug 11
$307.15
+4.7%
Short RCL as a high-beta consumer discretionary name exposed to the author's anticipated 2027 credit stress and economic slowdown cycle; cruise demand is vulnerable to deteriorating consumer spending and tightening unsecured credit conditions.
Gaming & Leisure
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temple_eight has 107 trade ideas tracked on Buzzberg across 99 tickers since February 2026. Win rate 42% across 105 evaluated calls, average return +4.0%. Ranked #231 on the Buzzberg Alpha leaderboard. Most covered: PENG, QQQ, MXL.
