Calls
3
Diligent Plane
Full-time trader
Win Rate
33.3%
return
-4.9%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Aug 14
$164.72
-9.2%
Nvidia invested in Corning for their optical fiber and glass. Their revenue will explode in the future as data centers scale out and require more efficient data transfer.
AI Photonics
Long
Aug 14
$918.78
-5.8%
Lumentum is becoming the Nvidia of laser chips, growing revenue over 100% a year with a 26-27 forward PE. Nvidia invested in them because data centers need laser chips instead of copper wiring to transfer data efficiently.
AI Photonics
Long
Aug 14
$960.60
+0.4%
Micron is no longer a cyclical stock and is bottlenecked beyond belief. It trades at a very cheap 5 forward PE and generates massive profits, making it a strong long-term hold.
AI Memory
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Diligent Plane has 3 trade ideas tracked on Buzzberg across 3 tickers since August 2026. Most covered: MU, GLW, LITE.
