Calls
19
#668
Alpha Score 34.0
Damnang
Substack author, Damnang’s Substack
Win Rate
31.6%
return
-2.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 07
$48.30
+67.8%
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 23
$1229.30
-30.9%
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
Jun 17
$386.50
-28.2%
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
May 24
$209.63
-10.0%
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
Jan 14
$221.40
+123.9%
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 05
$60.63
-13.0%
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
$136.80
-25.1%
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
Jun 26
$235.61
-24.6%
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
-47.2%
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
-39.9%
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
-22.3%
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
-12.4%
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
Long
Jun 02
$600.61
+7.6%
Author explicitly endorses a bullish view on META, citing Instagram's sustained engagement and the speculative upside catalyst of a potential Meta Cloud business launch driving significant re-rating.
Author explicitly endorses a bullish view on META, citing Instagram's sustained engagement and the speculative upside catalyst of a potential Meta Cloud business launch driving significant re-rating.
Hyperscalers
Long
May 31
$31.70
-24.7%
Buy Murata Manufacturing (MRAAY/6981) as the author argues MLCCs are a critical AI-era infrastructure bottleneck and Murata holds a dominant market position that the market may not yet fully be pricing in.
Buy Murata Manufacturing (MRAAY/6981) as the author argues MLCCs are a critical AI-era infrastructure bottleneck and Murata holds a dominant market position that the market may not yet fully be pricing in.
Power Semis
Long
May 21
$150.47
-16.8%
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 ASIC
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Damnang has 19 trade ideas tracked on Buzzberg across 19 tickers since January 2026. Win rate 32% across 19 evaluated calls, average return -2.6%. Ranked #668 on the Buzzberg Alpha leaderboard. Most covered: AEHR, MU, MRVL.
