#127
Alpha Score 83.2
Damnang
Substack author, Damnang’s Substack
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 07
$48.30
+129.8%
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.
AI/Semi
Long
May 24
$209.63
+43.9%
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
Jun 02
$127.75
-1.0%
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.
Photonics
Long
Jun 02
$600.61
+3.5%
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.
AI/Semi
Long
May 31
$31.70
+1.4%
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.
AI/Semi
Long
May 21
$150.47
+2.7%
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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