Calls
22
#563
Alpha Score 54.1
Damnang
Substack author, Damnang’s Substack
Win Rate
36.4%
return
+2.3%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 07
$48.30
+99.8%
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.
Foundry Equipment
Long
Jun 17
$386.50
-25.4%
Buy COHR as demand visibility is exceptional — 2026 sold out, 2027 nearly booked, 2028 orders starting, NVIDIA LTA through 2030 locks in pricing; revenue is now supply-constrained not demand-constrained, with margin expansion from 37% to 40% and eight growth engines including CPO and OCS.
Buy COHR as demand visibility is exceptional — 2026 sold out, 2027 nearly booked, 2028 orders starting, NVIDIA LTA through 2030 locks in pricing; revenue is now supply-constrained not demand-constrained, with margin expansion from 37% to 40% and eight growth engines including CPO and OCS.
AI Photonics
Long
Aug 02
$707.11
+24.9%
Author names LITE as a top pick in response to a direct request for best ideas; no specific catalyst stated, but framed as an obvious bullish candidate in the optical/photonics space.
AI Photonics
Long
Jun 23
$1229.30
-24.0%
Buy MU on any post-earnings dip; stock is flying on high expectations and a pullback after the ER would be a buying opportunity in a still-bullish memory cycle.
Buy MU on any post-earnings dip; stock is flying on high expectations and a pullback after the ER would be a buying opportunity in a still-bullish memory cycle.
AI Memory
Long
May 24
$209.63
+15.3%
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 ASIC
Long
Jun 26
$136.80
-17.2%
Author explicitly endorses quoted thesis and confirms active buying on weakness; endorsed rationale cites real AI-buildout catalysts, improving revenue/backlog, and demand exceeding supply as reasons to accumulate across tranches.
Author explicitly endorses quoted thesis and confirms active buying on weakness; endorsed rationale cites real AI-buildout catalysts, improving revenue/backlog, and demand exceeding supply as reasons to accumulate across tranches.
AI Photonics
Long
Jan 14
$221.40
+117.6%
Buy AMD as hyperscalers like Meta aggressively adopt AMD accelerators to reduce single-vendor Nvidia dependency; AMD's open ROCm ecosystem and full-stack CPU/GPU/DPU positioning allows it to absorb AI demand that Nvidia cannot fully supply.
Buy AMD as hyperscalers like Meta aggressively adopt AMD accelerators to reduce single-vendor Nvidia dependency; AMD's open ROCm ecosystem and full-stack CPU/GPU/DPU positioning allows it to absorb AI demand that Nvidia cannot fully supply.
AI Compute
Long
Jul 27
$1642.12
+6.4%
Buy ASML on the 7%+ selloff; China's five domestic DUV units represent <4% of ASML's annual shipments, leaving its moat and EUV monopoly structurally intact — the market materially mispriced the competitive threat.
Buy ASML on the 7%+ selloff; China's five domestic DUV units represent <4% of ASML's annual shipments, leaving its moat and EUV monopoly structurally intact — the market materially mispriced the competitive threat.
Foundry Equipment
Long
Jul 27
$208.60
-1.6%
Buy BESI alongside ASML; author explicitly groups both as having minimal real exposure to China's domestic DUV development, implying any sympathy selloff is an overreaction and a buying opportunity.
Buy BESI alongside ASML; author explicitly groups both as having minimal real exposure to China's domestic DUV development, implying any sympathy selloff is an overreaction and a buying opportunity.
Foundry Equipment
Long
Jul 05
$60.63
-7.2%
Buy/hold DRAM ETF for increased exposure to Korean memory companies; author sees potential $SKHY launch as a long-term catalyst that could support further upside in DRAM rather than cannibalize it.
Buy/hold DRAM ETF for increased exposure to Korean memory companies; author sees potential $SKHY launch as a long-term catalyst that could support further upside in DRAM rather than cannibalize it.
Thematic ETFs
Long
Jun 26
$235.61
-5.7%
Author explicitly endorses quoted thesis and confirms active buying on weakness; endorsed rationale cites AI-buildout chokepoint positioning, improving fundamentals, and demand/supply imbalance as basis for tranche accumulation.
Author explicitly endorses quoted thesis and confirms active buying on weakness; endorsed rationale cites AI-buildout chokepoint positioning, improving fundamentals, and demand/supply imbalance as basis for tranche accumulation.
NeoCloud
Long
Jun 26
$63.35
-44.7%
Author endorses quoted thesis covering this name as a high-conviction AI-infrastructure holding being accumulated on dips; low confidence given micro-cap liquidity risk and ticker appearing only in quoted context.
Author endorses quoted thesis covering this name as a high-conviction AI-infrastructure holding being accumulated on dips; low confidence given micro-cap liquidity risk and ticker appearing only in quoted context.
AI Photonics
Long
Jun 23
$2256.01
-34.3%
Co-mentioned alongside MU in a bullish memory basket; any MU-driven post-ER dip in memory names would drag SNDK lower and create a buying opportunity.
Co-mentioned alongside MU in a bullish memory basket; any MU-driven post-ER dip in memory names would drag SNDK lower and create a buying opportunity.
AI Memory
Long
Jun 22
$220.98
-27.4%
Buy QCOM on further weakness into Investor Day tomorrow; author plans to add to existing position, treating any dip as an entry opportunity ahead of the catalyst event.
Buy QCOM on further weakness into Investor Day tomorrow; author plans to add to existing position, treating any dip as an entry opportunity ahead of the catalyst event.
AI ASIC
Long
Jun 02
$127.75
-13.0%
Buy CSCO as the author argues the market is beginning to re-rate the stock, likely tied to optical networking/AI infrastructure themes outlined in their prior research; reasoning is largely paywalled but the bullish stance is explicit and long-held.
Buy CSCO as the author argues the market is beginning to re-rate the stock, likely tied to optical networking/AI infrastructure themes outlined in their prior research; reasoning is largely paywalled but the bullish stance is explicit and long-held.
AI Photonics
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Damnang has 22 trade ideas tracked on Buzzberg across 22 tickers since January 2026. Win rate 36% across 22 evaluated calls, average return +2.3%. Ranked #563 on the Buzzberg Alpha leaderboard. Most covered: AEHR, COHR, LITE.
