Calls
25
#544
Alpha Score 58.4
Damnang
Substack author, Damnang’s Substack
Win Rate
44.0%
return
+2.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 07
$48.30
+79.7%
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
-27.0%
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
+24.5%
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
Sep 02
$185.65
-8.7%
CRDO's post-earnings selloff is a buying opportunity; the quoted view sees support at $170-190, 80%+ NTM growth, and 50-100% return potential over the next 12 months, with current price worth watching closely for entry.
AI Photonics
Long
Jun 23
$1229.30
-17.5%
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
+6.0%
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
Jun 26
$136.80
-22.8%
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
$63.35
-57.0%
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
Jan 14
$221.40
+115.0%
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
Sep 04
$189.50
+11.0%
The author states that their high spending on AI services suggests a direct investment in the underlying AI infrastructure company (CBRS) would be a logical financial move, implying a positive view based on AI adoption.
AI Compute
Long
Aug 31
$204.36
+31.0%
Buy/overweight BE because onsite fuel-cell generation can decouple AI data center construction from multi-year grid interconnection timelines; Bloom's first Oracle deployment completed in just 55 days supports the scalability of this infrastructure layer.
Clean Energy
Long
Jul 27
$1642.12
+4.1%
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
-5.3%
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
-1.9%
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
-4.2%
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
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Damnang has 25 trade ideas tracked on Buzzberg across 25 tickers since January 2026. Win rate 44% across 25 evaluated calls, average return +2.8%. Ranked #544 on the Buzzberg Alpha leaderboard. Most covered: AEHR, COHR, LITE.
