#340 Alpha Score 54.9

caesarcapitalz

@caesarcapitalz · tracked since May 2026
340
BUZZBERG Alpha Score combines three things: realized average return, confidence in the sample size, idea volume, and speaker reputation. Speakers with only a few calls are pulled closer to the platform average; speakers with many evaluated ideas keep more of their own return. Reputation only boosts: 5.0 or lower is neutral, while scores above 5 add weight. Scores are normalized to 0-100; 100 is best. Read the FAQ
Alpha Score 54.9
Calls 8 3057 Posts tracked · 764.2/day Posted today
Calls
7d 8
30d 8
90d 8
Best Calls
SIVE long +52.0%
AAOI long +16.2%
EOPSF long +7.3%
Worst Calls
TE long -7.4%
PLTR long -7.3%
OUST long -6.5%
Most Mentioned
AAOI ×5
PLTR ×3
SIVE ×3
Recent Calls
INFQ long 3 hours ago
TE long 1 day ago
PLTR long 1 day ago
Win Rate 57% Long 8 Short 0
Win Rate
7d —
30d —
90d —
Average Return +7.1% Long Return +7.1% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
AAOI Applied ... Applied Optoelectro...
Long
May 31
$158.41
+16.2%
Recommend buying AAOI at the current discount with a plan to average down, expressing mild bullishness on a rebound.
Recommend buying AAOI at the current discount with a plan to average down, expressing mild bullishness on a rebound.
Photonics
TWITTER
PLTR Palantir... Palantir Technologies Inc.
Long
Jun 02
$153.42
-7.3%
Buy PLTR for long-term hold; author initiates a new position after years of avoiding it, citing continued execution, accelerating growth, and a valuation that is cheaper (though not cheap) relative to its historical range — drawing a parallel to holding NVDA through persistent "overvalued" criticism.
Buy PLTR for long-term hold; author initiates a new position after years of avoiding it, citing continued execution, accelerating growth, and a valuation that is cheaper (though not cheap) relative to its historical range — drawing a parallel to holding NVDA through persistent "overvalued" criticism.
AI/Semi
TWITTER
SIVE Sivers S... Sivers Semiconductors
Long
Jun 02
$60.85
+52.0%
Author discloses current long positions in photonics stocks SIVE and AAOI, with stated belief in SIVE, indicating conviction in the photonics theme.
Author discloses current long positions in photonics stocks SIVE and AAOI, with stated belief in SIVE, indicating conviction in the photonics theme.
AI/Semi
TWITTER
INFQ Infleqtion, Inc. Infleqtion, Inc.
Long
Jun 03
$17.21
+0.0%
Author discloses a small long position in INFQ, indicating a bullish view on quantum computing exposure.
Author discloses a small long position in INFQ, indicating a bullish view on quantum computing exposure.
Photonics
TWITTER
TE T1 Energy Inc. T1 Energy Inc.
Long
Jun 03
$12.20
-7.4%
Author discloses an ongoing, high-conviction bullish position in $TE, held through severe drawdowns (50-60% referenced in parent context); no specific catalyst restated beyond continued conviction.
Author discloses an ongoing, high-conviction bullish position in $TE, held through severe drawdowns (50-60% referenced in parent context); no specific catalyst restated beyond continued conviction.
Energy
TWITTER
HIMS Hims & H... Hims & Hers Health, Inc.
Long
Jun 01
$26.23
+2.3%
Author names HIMS alongside OUST as a candidate for 1,000%+ upside in 12-24 months in direct response to a "next big bets" question, implying high-conviction multi-bagger potential.
Author names HIMS alongside OUST as a candidate for 1,000%+ upside in 12-24 months in direct response to a "next big bets" question, implying high-conviction multi-bagger potential.
Healthcare
TWITTER
OUST Ouster, Inc. Ouster, Inc.
Long
Jun 01
$45.50
-6.5%
Author names OUST as a candidate for 1,000%+ upside in 12-24 months in direct response to a "next big bets" question, implying high-conviction multi-bagger potential.
Author names OUST as a candidate for 1,000%+ upside in 12-24 months in direct response to a "next big bets" question, implying high-conviction multi-bagger potential.
Photonics
TWITTER
EOPSF Electro ... Electro Optic Systems Ltd
Long
May 31
$7.85
+7.3%
Long EOS based on record backlog up 238% YoY to A$518M and expected revenue growth in 2026+, with strong defense/space technology positioning.
Long EOS based on record backlog up 238% YoY to A$518M and expected revenue growth in 2026+, with strong defense/space technology positioning.
NatSec
TWITTER
Showing 8 of 8 picks · sorted by mentions