Calls
16
#146
Alpha Score 86.8
yieldchad
Equities trader
Win Rate
68.8%
return
+9.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 05
$648.00
+37.9%
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
AI Memory
Long
May 04
$1601000.00
+4.3%
Buy SK Hynix on deep value (3x 2027 earnings) with catalysts: upcoming LTAs similar to Sandisk, ADR listing, and IBKR access for Korean stocks, driving multiple rerating.
Buy SK Hynix on deep value (3x 2027 earnings) with catalysts: upcoming LTAs similar to Sandisk, ADR listing, and IBKR access for Korean stocks, driving multiple rerating.
AI Memory
Long
Apr 21
$200.41
+8.0%
Long NVDA as a more appropriately priced play on ARM CPU architecture with less consumer-end demand risk compared to other ARM-exposed names.
Long NVDA as a more appropriately priced play on ARM CPU architecture with less consumer-end demand risk compared to other ARM-exposed names.
AI Compute
Short
Jul 23
$1.59
+7.4%
Short TRUMP memecoin on the thesis that Elon Musk has peaked in influence/relevance, dragging associated meme assets lower; first-person short position disclosed with minimal supporting reasoning.
Short TRUMP memecoin on the thesis that Elon Musk has peaked in influence/relevance, dragging associated meme assets lower; first-person short position disclosed with minimal supporting reasoning.
Crypto Assets
Long
Jul 08
$85.25
+6.3%
Buy neocloud CRWV as AI model efficiency gains (Anthropic 4x revenue/MW in 9 months) increase the economic value of GPU compute infrastructure, driving higher utilization and pricing power for neocloud providers.
Buy neocloud CRWV as AI model efficiency gains (Anthropic 4x revenue/MW in 9 months) increase the economic value of GPU compute infrastructure, driving higher utilization and pricing power for neocloud providers.
NeoCloud
Long
Jul 08
$202.59
+11.0%
Buy NBIS as a neocloud beneficiary of AI efficiency gains; higher revenue-per-compute metrics at frontier AI labs support sustained GPU demand and improved economics for neocloud operators.
Buy NBIS as a neocloud beneficiary of AI efficiency gains; higher revenue-per-compute metrics at frontier AI labs support sustained GPU demand and improved economics for neocloud operators.
NeoCloud
Long
Jul 08
$69.92
-19.9%
Buy SHAZ alongside neocloud peers on the thesis that AI compute efficiency improvements increase the long-run value of GPU assets and neocloud infrastructure; lowest conviction of the three given thinner public information on SHAZ.
Buy SHAZ alongside neocloud peers on the thesis that AI compute efficiency improvements increase the long-run value of GPU assets and neocloud infrastructure; lowest conviction of the three given thinner public information on SHAZ.
NeoCloud
Long
May 21
$21.30
+10.8%
Buy Murata (MRAAY) as MLCC pricing has tripled yet the component remains the cheapest in the bill of materials, suggesting significant further pricing power and margin expansion ahead.
Buy Murata (MRAAY) as MLCC pricing has tripled yet the component remains the cheapest in the bill of materials, suggesting significant further pricing power and margin expansion ahead.
Power Semis
Long
May 05
$1433.97
+0.4%
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
Buy SNDK and MU; the market will continue rerating them higher into Thanksgiving despite commodity cycle concerns, per the speaker’s conviction.
AI Memory
Long
May 04
$2900.00
-10.3%
Disclosed long position in liquid cooling stock 3017tw, but no reason or catalyst provided; purely a portfolio listing.
Disclosed long position in liquid cooling stock 3017tw, but no reason or catalyst provided; purely a portfolio listing.
AI Hardware
Long
May 04
$1089000.00
-2.7%
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
Buy SK Square as a discounted proxy for SK Hynix (99% of NAV) with management incentive to narrow discount to 0.7x NAV by 2028, supported by IBKR opening for Korean stocks.
Capital Markets
Long
Apr 29
$1157.00
-26.8%
Buy Mipox (5381) as a profitable, low-P/E optical supply chain company with accelerating revenues, offering compelling value versus overvalued, unprofitable European peers.
Buy Mipox (5381) as a profitable, low-P/E optical supply chain company with accelerating revenues, offering compelling value versus overvalued, unprofitable European peers.
AI Photonics
Long
Apr 15
$64.08
+52.6%
Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities.
Foundry Equipment
Long
Apr 14
$0.08
-31.1%
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
Accumulate WLFI as it is positioned to become the primary medium of exchange and transaction currency utilized by autonomous AI agents.
Crypto Assets
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yieldchad has 16 trade ideas tracked on Buzzberg across 16 tickers since March 2026. Win rate 69% across 16 evaluated calls, average return +9.0%. Ranked #146 on the Buzzberg Alpha leaderboard. Most covered: MU, 000660.KS, NVDA.
