Calls
41
#645
Alpha Score 52.4
Ejaaz Ahamadeen
Co-Host, Limitless Podcast (Bankless)
Win Rate
51.2%
return
+1.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 05
$213.36
+2.4%
NVIDIA announced entry into the CPU market at Computex, with a $20 billion revenue run rate expected this year, demonstrating successful expansion beyond GPUs into adjacent compute markets driven by AI demand.
AI Compute
Long
May 07
$668.09
+45.8%
Memory is the critical choke point in the AI stack, making up 50% of a GPU's bill of materials. High-bandwidth memory (HBM) is supplied by only three companies (Micron, SK Hynix, Samsung) and NAND flash by SanDisk. Supply is sold out until 2028, and demand continues to rise due to AI agents and Jevons paradox (efficiency gains increase total memory consumption). These companies have pricing power and long-term contracts.
AI Memory
Long
May 01
$612.75
+4.8%
Meta reported revenue up 33% year-over-year, beating EPS by 53%, driven by AI-powered advertising. The stock dropped 9% on the day, which is an overreaction. Meta's AI integration is proving successful, and the advertising business is more variable but the growth is real. As a meta investor, I would add to my position.
Hyperscalers
Long
Jun 18
$179.88
-17.7%
Josh is hyper-bullish on SpaceX for the long term, projecting it will become the most valuable company in the world. He cites Thomas LaFont’s probability research: companies reaching $1 trillion market cap have over 60% odds of reaching $10 trillion. He sees SpaceX's engineering team, vision (Starship, Starlink, AI compute), and leadership as unmatched, and a $10 trillion valuation as conservative if they hit $1 trillion in revenue by 2030. He recommends building a long-term position.
Space
Long
May 07
$1656000.00
+12.6%
Memory is the critical choke point in the AI stack, making up 50% of a GPU's bill of materials. High-bandwidth memory (HBM) is supplied by only three companies (Micron, SK Hynix, Samsung) and NAND flash by SanDisk. Supply is sold out until 2028, and demand continues to rise due to AI agents and Jevons paradox (efficiency gains increase total memory consumption). These companies have pricing power and long-term contracts.
AI Memory
Long
May 07
$112.43
-11.2%
Agentic AI requires CPUs for orchestrating multiple AI agents, reversing the historical GPU-only focus. The CPU-to-GPU ratio is now moving from near zero to one-to-one and will soon flip, with CPUs outnumbering GPUs. Intel and AMD, dominant CPU manufacturers, are direct beneficiaries of this structural demand shift from AI inference and agent orchestration.
Foundry Equipment
Long
Mar 27
$279.47
+18.0%
Ejaaz stated that Google's TurboQuant algorithm is "very bullish Google stock" and he "bought a bunch more when this came out." TurboQuant enhances AI efficiency, reducing memory needs and costs, which may accelerate AI adoption and solidify Google's leadership in AI research and infrastructure. LONG because Google's innovation drives AI growth and positions it for long-term gains. Delays in scaling the technology or competitive responses from other tech giants.
Ejaaz stated that Google's TurboQuant algorithm is "very bullish Google stock" and he "bought a bunch more when this came out." TurboQuant enhances AI efficiency, reducing memory needs and costs, which may accelerate AI adoption and solidify Google's leadership in AI research and infrastructure. LONG because Google's innovation drives AI growth and positions it for long-term gains. Delays in scaling the technology or competitive responses from other tech giants.
Hyperscalers
Long
Jun 05
$291.72
-22.7%
Jensen Huang declared Marvell the next trillion-dollar company as it specializes in networking architecture for AI data centers, addressing the next bottleneck after compute and memory, and NVIDIA has invested $2 billion in the company.
AI ASIC
Long
May 07
$271500.00
-0.7%
Memory is the critical choke point in the AI stack, making up 50% of a GPU's bill of materials. High-bandwidth memory (HBM) is supplied by only three companies (Micron, SK Hynix, Samsung) and NAND flash by SanDisk. Supply is sold out until 2028, and demand continues to rise due to AI agents and Jevons paradox (efficiency gains increase total memory consumption). These companies have pricing power and long-term contracts.
AI Memory
Long
May 07
$278.83
-7.8%
The next wave of AI spending will shift from chips to power generation and infrastructure because data centers cannot utilize existing GPU clusters fully (e.g., xAI only 11% utilization). Companies providing power supply, regulation, cooling, and optics (Bloom Energy, GE, Vinova, Constellation Energy, CEG, and Corning) will see rising demand as hyperscalers and AI labs build out facilities.
Clean Energy
Long
Feb 20
$264.58
+23.3%
Ejaaz explicitly states, "I have recently taken a position in Apple." Leaks suggest Apple is launching smart glasses, camera-equipped AirPods, and AI pendants next year. To make personalized AI agents truly useful, the AI needs to "see" and "hear" what the user experiences. Apple's hardware ecosystem is best positioned to capture this data input layer, moving beyond the iPhone into ambient computing. Long Apple on the thesis of an AI-driven hardware refresh cycle and the deployment of personalized agents. Hardware delays; failure to compete with Meta's Ray-Ban glasses; software (Siri/Apple Intelligence) lagging behind OpenAI/Google.
Ejaaz explicitly states, "I have recently taken a position in Apple." Leaks suggest Apple is launching smart glasses, camera-equipped AirPods, and AI pendants next year. To make personalized AI agents truly useful, the AI needs to "see" and "hear" what the user experiences. Apple's hardware ecosystem is best positioned to capture this data input layer, moving beyond the iPhone into ambient computing. Long Apple on the thesis of an AI-driven hardware refresh cycle and the deployment of personalized agents. Hardware delays; failure to compete with Meta's Ray-Ban glasses; software (Siri/Apple Intelligence) lagging behind OpenAI/Google.
AI Hardware
Long
Feb 07
$411.11
-11.6%
Ejaaz explicitly states, "I know that I'm buying Tesla today." This contradicts the AI dashboard's "Hold" rating, which cited high valuation and execution risks. There is an asymmetry between market sentiment (bearish due to declining stock price) and the technological reality of AI/Robotics. The host believes the market is underpricing the convergence of AGI and robotics (Robotaxi/FSD). LONG (Contrarian play against the AI's own advice). Execution failure on Robotaxi or FSD licensing delays.
Ejaaz explicitly states, "I know that I'm buying Tesla today." This contradicts the AI dashboard's "Hold" rating, which cited high valuation and execution risks. There is an asymmetry between market sentiment (bearish due to declining stock price) and the technological reality of AI/Robotics. The host believes the market is underpricing the convergence of AGI and robotics (Robotaxi/FSD). LONG (Contrarian play against the AI's own advice). Execution failure on Robotaxi or FSD licensing delays.
Autos & EV
Long
Aug 18
$316.58
-7.8%
Gavin Baker's biggest new focus is power and optics: as GPU counts explode, moving data between GPUs over copper becomes inefficient, and photonics/light-based interconnects become cheaper and faster. Coherent is a major photonics manufacturer up 85% year to date, GE Vernova provides related power/material exposure, and Astera Labs supplies interconnect plumbing between GPUs, making this a consensus infrastructure trade.
AI Photonics
Long
Jul 30
$537.36
+4.1%
The massive CapEx spending by hyperscalers (Google, Meta, Amazon, etc.) is flowing directly into semiconductor companies, creating an ‘unbundling’ of the AI trade. Semiconductor earnings are surging, and the demand curve for chips and memory shows no sign of slowing. The sector remains the best way to play AI infrastructure growth, and the recent selloff is unjustified by fundamentals.
Thematic ETFs
Long
Jul 01
$796.03
+17.5%
Lumentum provides optical fiber transceivers that move data as light, solving copper's heat and distance limitations inside AI data centers. Unit sales have roughly tripled, and NVIDIA invested $2 billion, signaling strong demand for photonics as clusters scale.
AI Photonics
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Ejaaz Ahamadeen has 41 trade ideas tracked on Buzzberg across 40 tickers since February 2026. Win rate 51% across 41 evaluated calls, average return +1.5%. Ranked #645 on the Buzzberg Alpha leaderboard. Most covered: MU, NVDA, META.
