Bubble Boy
Crypto Analyst, Unknown
Visual Insights
Data-driven breakdowns of mentions and mindshare
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 28
$84.19
+59.2%
Intel is a turnaround story with strong technical advantages in advanced packaging (E-IB) that will drive massive revenue growth from Nvidia and other customers. Current market cap is too low; should be at least $600B this year and $1T soon. He was 80% net worth in Intel, still long stock after taking option profits.
AI/Semi
Long
Apr 28
$87.36
+69.0%
Flex (FLEX) makes specialized water cooling equipment for high-voltage chips. As chip voltages rise, custom cooling solutions become critical. Flex designs alongside chipmakers, making it more than a commodity supplier. The market undervalues this consulting-like edge.
Other
Long
Apr 28
$395.85
+88.5%
SanDisk (Western Digital) is innovating with high bandwidth flash (HBF), similar to HBM for flash. Samples should arrive by end of year, making it a compelling long-term holding. He was previously full-port on it and remains interested.
AI/Semi
Showing 3 of 3 picks · sorted by mentions
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Bubble Boy has 3 trade ideas tracked on Buzzberg across 3 tickers since April 2026. Most covered: INTC, WDC, FLEX.