Calls
35
#20
Alpha Score 98.3
thebigberbowski
Win Rate
51.4%
return
+18.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 01
$57.14
-28.5%
Buy PSIX as December selloff appears driven by tax-loss harvesting with no fundamental news; underlying demand remains strong, Caterpillar partnership is sold out 2 years forward, and management quality is high — creating a potential mean-reversion entry.
Grid Equipment
Long
Feb 03
$695.51
+75.4%
Author discloses SNDK as a current portfolio holding in January update; ongoing position with no exit language stated.
AI Memory
Long
Jan 10
$20.97
-11.8%
Author holds ACFN as a data center play with a specific new deal as the near-term catalyst differentiating it from other DC names in the portfolio.
Grid Equipment
Long
Feb 17
$379.74
-8.6%
Buy APP; author initiated a new long position today, citing the current price level as compelling enough to act on.
AI Software
Long
Jan 28
$430.66
+104.3%
Buy MU as the speaker asserts the memory semiconductor rally is not over and significant upside remains, though no specific catalyst or data point is provided to support the claim.
AI Memory
Long
Jan 01
$51.81
-0.8%
Author discloses existing long positions in silver/copper miners PAAS and HBM, framed as a multi-year learning journey into the mining sector with ongoing conviction.
Metals & Mining
Long
Mar 23
$0.72
+76.4%
Buy DBO.TO on the back of a TSX-approved NCIB authorizing repurchase of up to ~10% of public float (~20.96M shares) commencing March 27, 2026 — a concrete capital-return catalyst signaling management confidence in undervaluation.
Gaming & Entertainment
Long
Jan 10
$32.32
-18.2%
Author expresses high conviction bullish view on PPIH, stating willingness to buy aggressively on any dip; no specific catalyst provided beyond strong personal preference.
Construction & Infrastructure
Long
Aug 03
$102.57
+32.6%
Author is highly bullish on AAOI, citing its entry into the space sector as a catalyst and projecting a price target of $200.
AI Photonics
Long
Feb 03
$81.27
+3.2%
Author discloses RKLB as a current portfolio holding in January update; ongoing position with no exit language stated.
Space
Long
Feb 03
$290.24
+49.6%
Author discloses WDC as a current portfolio holding in January update; ongoing position with no exit language stated.
AI Memory
Long
Jan 15
$747000.00
+90.4%
Author discloses a long position in SK Hynix, viewing it as a superior and less crowded opportunity compared to Micron and Samsung.
AI Memory
Long
Jan 10
$46.03
-9.7%
Author holds IREN as a data center play, with the AI/DC infrastructure buildout as the core catalyst for the position.
NeoCloud
Long
Jan 10
$10.45
+10.0%
Author discloses an ongoing long position in LGCY held since mid-2025, signaling continued conviction in the name.
Other
Long
Jan 02
$5.34
-25.7%
Buy/hold TGEN as Q4 underperformance is attributed to tax-loss harvesting rather than any fundamental deterioration; author sees no negative news and maintains conviction in the company's product while awaiting order flow and profitability catalysts.
Oil & Gas
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thebigberbowski has 35 trade ideas tracked on Buzzberg across 33 tickers since January 2026. Win rate 51% across 35 evaluated calls, average return +18.3%. Ranked #20 on the Buzzberg Alpha leaderboard. Most covered: PSIX, ACFN, SNDK.
