Calls
32
#799
Alpha Score 15.4
aktiehedonist
Win Rate
43.8%
return
-3.0%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 17
$399.44
+0.2%
Long $AVGO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +14.1% YTD.
Long $AVGO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +14.1% YTD.
AI ASIC
Long
Apr 12
$295.11
+8.3%
Long $VRT — explicitly named as 'one of our Best Ideas for 2026'; up 60% YTD and 336% over twelve months, joined S&P 500.
Long $VRT — explicitly named as 'one of our Best Ideas for 2026'; up 60% YTD and 336% over twelve months, joined S&P 500.
Grid Equipment
Long
May 26
$877.00
+11.9%
Bullish on MU based on strong DRAM revenue CAGR of 67.8% since Nov 2023, with author holding the stock and citing achievement of $1T market cap as validation.
Bullish on MU based on strong DRAM revenue CAGR of 67.8% since Nov 2023, with author holding the stock and citing achievement of $1T market cap as validation.
AI Memory
Long
Apr 17
$161.97
+59.9%
Long $CRDO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +17.5% YTD.
Long $CRDO — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +17.5% YTD.
AI Photonics
Long
Apr 17
$198.44
+6.1%
Long $NVDA — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket.
AI Compute
Long
Apr 17
$160.61
+16.8%
Long $ANET — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +15.5% YTD.
Long $ANET — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +15.5% YTD.
AI Photonics
Long
May 14
$15.51
-19.8%
Long $NOK — speaker explicitly confirms NOK is a new addition (position) and he's in it 'for the longer run'.
Long $NOK — speaker explicitly confirms NOK is a new addition (position) and he's in it 'for the longer run'.
AI Photonics
Long
Apr 20
$153.84
+42.8%
Long $NBIS — speaker explicitly identifies it as 'the highest-growth AI infrastructure name that's still reasonably capitalized'; cites 547% growth, $1.2B ARR, $46B contracted backlog, NVDA-backed.
Long $NBIS — speaker explicitly identifies it as 'the highest-growth AI infrastructure name that's still reasonably capitalized'; cites 547% growth, $1.2B ARR, $46B contracted backlog, NVDA-backed.
NeoCloud
Long
Apr 17
$241.01
-4.2%
Long $POWL — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +95.5% YTD.
Long $POWL — explicitly listed in 'Best Ideas 2026' ten-name picks-and-shovels basket, up +95.5% YTD.
Grid Equipment
Long
Jun 07
$393.02
+4.0%
Author discloses ongoing long positions across seven names in a concentrated conviction portfolio, explicitly reaffirming all holdings unchanged after a major market downturn — no catalyst cited beyond sustained conviction.
Author discloses ongoing long positions across seven names in a concentrated conviction portfolio, explicitly reaffirming all holdings unchanged after a major market downturn — no catalyst cited beyond sustained conviction.
Grid Equipment
Long
May 19
$306.88
+34.3%
Bullish on ALAB after Q1 2026 analysis and JPM conference takeaways suggests the company's relevance is increasing.
Bullish on ALAB after Q1 2026 analysis and JPM conference takeaways suggests the company's relevance is increasing.
AI ASIC
Long
Jun 13
$170.42
-29.7%
Buy/hold AAOI as InP export restrictions pose minimal near-term risk; the company holds ~1 year of substrate inventory sourced outside China, insulating it from the restriction catalyst.
Buy/hold AAOI as InP export restrictions pose minimal near-term risk; the company holds ~1 year of substrate inventory sourced outside China, insulating it from the restriction catalyst.
AI Photonics
Long
Jun 04
$606.60
-23.8%
Buy CIEN into earnings call; company posted a clear double beat with revenue ~5% above consensus and EPS ~17% above consensus, signaling strong fundamental momentum ahead of management commentary.
Buy CIEN into earnings call; company posted a clear double beat with revenue ~5% above consensus and EPS ~17% above consensus, signaling strong fundamental momentum ahead of management commentary.
AI Photonics
Long
Apr 29
$260.04
-8.2%
Long $BE — speaker explicitly states his thoughts about $BE Q1 report led him to initiating a position.
Long $BE — speaker explicitly states his thoughts about $BE Q1 report led him to initiating a position.
Clean Energy
Showing 15 of 32 picks · sorted by mentions
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aktiehedonist has 32 trade ideas tracked on Buzzberg across 32 tickers since April 2026. Win rate 44% across 32 evaluated calls, average return -3.0%. Ranked #799 on the Buzzberg Alpha leaderboard. Most covered: AVGO, VRT, MU.
