Damnang
Substack author, Damnang’s Substack
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 07
$48.30
+128.9%
Speaker confirms ongoing long position in $AEHR (semiconductor burn-in testing); points to his CPO testing article as the thesis supporting the trade and notes the market often offers re-entry opportunities.
Speaker confirms ongoing long position in $AEHR (semiconductor burn-in testing); points to his CPO testing article as the thesis supporting the trade and notes the market often offers re-entry opportunities.
AI/Semi
Short
May 24
$72.90
-19.1%
The author explicitly advises selling SIVE, indicating a bearish forward-looking view on the stock.
AI/Semi
Long
May 24
$209.63
+1.5%
Buy MRVL as the market has begun re-rating the stock — up nearly 2x in two months — and the speaker's analysis examines remaining upside in the re-rating process, implying the move is not yet complete.
Buy MRVL as the market has begun re-rating the stock — up nearly 2x in two months — and the speaker's analysis examines remaining upside in the re-rating process, implying the move is not yet complete.
AI/Semi
Long
May 21
$150.47
-0.0%
Buy LSCC as a compute-agnostic infrastructure play inside AI servers — regardless of which GPU, ASIC, or NIC wins the socket battle, Lattice's components remain essential in every server, providing durable demand insulation from competitive disruption.
Buy LSCC as a compute-agnostic infrastructure play inside AI servers — regardless of which GPU, ASIC, or NIC wins the socket battle, Lattice's components remain essential in every server, providing durable demand insulation from competitive disruption.
AI/Semi
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