Calls
89
#60
Alpha Score 93.7
ckcapitalxx
Win Rate
47.2%
return
+7.6%
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Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Mar 05
$93.86
-21.9%
Long $ASTS: speaker frames it as the mass-market satellite play (vs Starlink which serves wealthy users), implying massive TAM addressing billions of unconnected mobile subscribers vs Starlink's premium positioning.
Long $ASTS: speaker frames it as the mass-market satellite play (vs Starlink which serves wealthy users), implying massive TAM addressing billions of unconnected mobile subscribers vs Starlink's premium positioning.
Satellite Communications
Long
Mar 10
$96.43
+127.8%
Long $NBIS — included in speaker's curated 'generational wealth' top-picks basket; explicit basket-positioning call qualifies under permissive LONGS bar.
Long $NBIS — included in speaker's curated 'generational wealth' top-picks basket; explicit basket-positioning call qualifies under permissive LONGS bar.
NeoCloud
Long
Mar 05
$9.48
-11.3%
Long $EOS.AX: company has world's first 100kW laser weapon export contract (British government chose it over domestic UK competitor), drone/satellite kill capability, perfect live-fire record, $1.9B market cap; speaker emphasizes undervaluation vs capability set.
Long $EOS.AX: company has world's first 100kW laser weapon export contract (British government chose it over domestic UK competitor), drone/satellite kill capability, perfect live-fire record, $1.9B market cap; speaker emphasizes undervaluation vs capability set.
Defense
Long
Mar 09
$110.62
+8.2%
Long $AAOI — speaker frames it as 'one of the most asymmetrical plays in the market' with explicit $150 end-of-week price target; conviction + target qualifies under permissive LONGS bar.
Long $AAOI — speaker frames it as 'one of the most asymmetrical plays in the market' with explicit $150 end-of-week price target; conviction + target qualifies under permissive LONGS bar.
AI Photonics
Long
May 12
$44.13
+79.8%
Long $PENG — speaker adding on dip after 6% drawdown, framed as good discount.
AI Hardware
Long
Mar 09
$6.78
-29.6%
30% portfolio position with margin; disclosed as one of three high-conviction holdings.
Robotics
Long
Apr 22
$3.04
+53.6%
Long $KEEL — speaker considering small speculative position because market still mis-prices it as the old Bitfarms Bitcoin miner, but Keel Infrastructure completed a full US redomiciliation to New York on April 1.
Long $KEEL — speaker considering small speculative position because market still mis-prices it as the old Bitfarms Bitcoin miner, but Keel Infrastructure completed a full US redomiciliation to New York on April 1.
NeoCloud
Long
Mar 29
$95.24
+171.9%
Long $CRDO — explicitly announced 'New Long position idea'; down 55% from ATH of $213 despite posting 'the most absurd earnings' speaker has seen from a semi co. this cycle (revenue up 272% YoY).
Long $CRDO — explicitly announced 'New Long position idea'; down 55% from ATH of $213 despite posting 'the most absurd earnings' speaker has seen from a semi co. this cycle (revenue up 272% YoY).
AI Photonics
Long
Mar 16
$75.31
+48.1%
Long $HOOD — best year ever vs stock 50% off its high; three straight years of 50%+ revenue growth, $2.05 EPS, $2.5B adjusted EBITDA at 56% margins. Speaker highlights value disconnect between fundamentals and price.
Long $HOOD — best year ever vs stock 50% off its high; three straight years of 50%+ revenue growth, $2.05 EPS, $2.5B adjusted EBITDA at 56% margins. Speaker highlights value disconnect between fundamentals and price.
Brokers
Long
May 22
$15.20
-8.4%
Buy HLIT as a monopoly-like software/cloud solution replacing costly hardware boxes for cable/internet providers, driving margin expansion.
Buy HLIT as a monopoly-like software/cloud solution replacing costly hardware boxes for cable/internet providers, driving margin expansion.
AI Photonics
Long
May 04
$42.47
+48.2%
Long $DRAM — explicit portfolio holding disclosed by speaker as a portfolio component (+6%); confirms active position.
Long $DRAM — explicit portfolio holding disclosed by speaker as a portfolio component (+6%); confirms active position.
Thematic ETFs
Long
Mar 12
$616.09
+30.5%
Top pick in Photonics sector — included in speaker's favorite-stocks basket as a positioning call.
AI Photonics
Long
Mar 12
$157.17
+51.9%
Top pick in Energy/Power sector — included in speaker's favorite-stocks basket as a positioning call.
Top pick in Energy/Power sector — included in speaker's favorite-stocks basket as a positioning call.
Clean Energy
Long
Mar 12
$241.27
+34.5%
Top pick in Photonics sector — included in speaker's favorite-stocks basket as a positioning call.
AI Photonics
Long
Mar 07
$106.24
-2.2%
Long $SATS — S&P 500 inclusion effective March 23rd forces every index fund to own it, plus $11B SpaceX equity exposure inside the wrapper. Speaker frames it as 'bullish for $SATS' with hard index-flow catalyst.
Long $SATS — S&P 500 inclusion effective March 23rd forces every index fund to own it, plus $11B SpaceX equity exposure inside the wrapper. Speaker frames it as 'bullish for $SATS' with hard index-flow catalyst.
Satellite Communications
Showing 15 of 89 picks · sorted by mentions
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ckcapitalxx has 89 trade ideas tracked on Buzzberg across 89 tickers since March 2026. Win rate 47% across 89 evaluated calls, average return +7.6%. Ranked #60 on the Buzzberg Alpha leaderboard. Most covered: ASTS, NBIS, EOS.AX.
